Morningstar Investor vs Scalable Capital comparison

Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Scalable Capital specializes in Brokerage, Wealth Management, and Portfolio. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Good news—both Morningstar Investor and Scalable Capital offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose Morningstar Investor if you need Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data).. Go with Scalable Capital if Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., and Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. Morningstar Investor also includes Closed-End Funds, and Funds. Scalable Capital adds coverage for Bonds.

Scalable Capital supports data exports to CSV, and PDF. Morningstar Investor has more limited export options.

Morningstar Investor includes a stock screener for finding investment ideas. Scalable Capital focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.