Morningstar Investor adds Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say coverage that ShortSqueeze.com skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Morningstar Investor vs ShortSqueeze.com comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
ShortSqueeze.com includes Short Interest 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)..
ShortSqueeze.com is known for: Coverage of more than 16,000 U.S.-listed equities, spanning NASDAQ, NYSE, AMEX, OTC/BB, and Pink Sheets., Excel “Master Spreadsheet” download containing updated short-interest statistics for the full market., and Two years of rolling historical short-interest data included in membership; additional history available for purchase..
Morningstar Investor has a free tier, while ShortSqueeze.com requires a paid plan.
Morningstar Investor ships a mobile app. ShortSqueeze.com is web/desktop only.
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.
Categories
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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ShortSqueeze.com
shortsqueeze.com
Members-only service focused on U.S. short-interest data and analytics. Subscribers can download a daily Excel “Master Spreadsheet” with market-wide updates, typically refreshed after each trading day (~7:00 PT). Membership includes two years of rolling historical data, with older archives available for purchase. The site provides delayed quotes (20 minutes) and advertises that members often see short-interest figures 1–3 days ahead of NASDAQ’s public release.
Categories
Platforms
Web
Pricing
Subscription
Quick highlights
- Coverage of more than 16,000 U.S.-listed equities, spanning NASDAQ, NYSE, AMEX, OTC/BB, and Pink Sheets.
- Excel “Master Spreadsheet” download containing updated short-interest statistics for the full market.
- Two years of rolling historical short-interest data included in membership; additional history available for purchase.
- Short Screener™ tool combining short-interest data with streaming price updates. Filters include short interest, days-to-cover, short % float, changes in SI, ownership %, 52-week high/low, 50/200-day moving averages, sector/industry, volume, and performance.
- Proprietary lists such as Squeeze Alert™, Long Squeeze™, Top 100, and the Short Squeeze Ranking™ (members-only).
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Overlap
Shared focus areas
2 overlapsMutual strengths include Screeners, and Scores.
Where they differ
Morningstar Investor
Distinct strengths include:
- 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.
ShortSqueeze.com
Distinct strengths include:
- Coverage of more than 16,000 U.S.-listed equities, spanning NASDAQ, NYSE, AMEX, OTC/BB, and Pink Sheets.
- Excel “Master Spreadsheet” download containing updated short-interest statistics for the full market.
- Two years of rolling historical short-interest data included in membership; additional history available for purchase.
- Short Screener™ tool combining short-interest data with streaming price updates. Filters include short interest, days-to-cover, short % float, changes in SI, ownership %, 52-week high/low, 50/200-day moving averages, sector/industry, volume, and performance.
Feature-by-feature breakdown
| Attribute | Morningstar Investor | ShortSqueeze.com |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Scores Unique: Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Bulls Say Bear Say | Shared: Screeners, Scores Unique: Short Interest |
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 |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Morningstar Investor and ShortSqueeze.com both support?
Both platforms cover Screeners, and Scores workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Morningstar Investor offers a free entry point, while ShortSqueeze.com requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Morningstar Investor ships a dedicated mobile experience, while ShortSqueeze.com focuses on web or desktop access.
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 ShortSqueeze.com stands out for Coverage of more than 16,000 U.S.-listed equities, spanning NASDAQ, NYSE, AMEX, OTC/BB, and Pink Sheets., Excel “Master Spreadsheet” download containing updated short-interest statistics for the full market., and Two years of rolling historical short-interest data included in membership; additional history available for purchase..
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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.