VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Morningstar InvestorView Screener.inBack to Home

Head-to-head

Morningstar Investor vs Screener.in comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Morningstar Investor adds Portfolio, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say coverage that Screener.in skips.

Screener.in includes Data Visualizations, Institutional Data, AI, and AI Chat categories that Morningstar Investor omits.

Morningstar Investor highlights: Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..

Screener.in is known for: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..

Morningstar Investor logo

Morningstar Investor

morningstar.com

Hands-on review

Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
  • Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
  • Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
  • Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
  • Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track.

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Screener.in logo

Screener.in

screener.in

Hands-on review

India’s go-to platform for stock screening and fundamental analysis. Offers a free Hobby Investor plan and a Premium “Active Investor” plan (₹4,999/year). Premium unlocks extras like CSV downloads, industry filters, multiple watchlists, and higher alert limits (up to 800 stock alerts, 75 screen alerts, 50 phrase alerts). Premium users also get priority email delivery and ₹500 in AI credits. Refund window of 48 hours. The Android app extends full functionality to mobile.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
  • Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
  • Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
  • Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
  • Company Announcements section lets you search, filter, and set alerts for new corporate disclosures.

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Screeners, Watchlist, and News plus 2 more areas.

Where they differ

Morningstar Investor

Distinct strengths include:

Portfolio
ETF Overview
ETF Holdings
Fund Overview
Fund Performance
Fund Holdings
Fund Rating
Scores
  • Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
  • Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
  • Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
  • Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.

Screener.in

Distinct strengths include:

Data Visualizations
Institutional Data
AI
AI Chat
  • Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
  • Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
  • Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
  • Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.

Feature-by-feature breakdown

AttributeMorningstar InvestorScreener.in
Categories

Which research workflows each platform targets

Shared: Screeners, Watchlist, News, Alerts, Financials

Unique: Portfolio, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say

Shared: Screeners, Watchlist, News, Alerts, Financials

Unique: Data Visualizations, Institutional Data, AI, AI Chat

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
  • Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
  • Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
  • Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
  • Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track.
  • Option to download portfolio holdings in CSV format for backup or analysis.

Unique

  • Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
  • Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
  • Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
  • Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
  • Company Announcements section lets you search, filter, and set alerts for new corporate disclosures.
  • Detailed shareholding data, including reverse search of investors holding more than 1% across companies, and the ability to follow favourite investors.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Morningstar Investor and Screener.in both support?

Both platforms cover Screeners, Watchlist, News, Alerts, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Morningstar Investor and Screener.in require subscriptions?

Both Morningstar Investor and Screener.in keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Morningstar Investor and Screener.in?

Both Morningstar Investor and Screener.in support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Morningstar Investor differentiates itself with Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)., whereas Screener.in stands out for Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.