Morningstar Investor vs Simply Safe Dividends comparison

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

Morningstar Investor offers a free entry point, while Simply Safe Dividends requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Morningstar Investor ships a dedicated mobile experience, while Simply Safe Dividends focuses on web or desktop access.

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 Simply Safe Dividends stands out for Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios..