Tool Comparison
Morningstar Investor vs Simply Wall St
- Paid from
- $249/yr, billed annually
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want stock comparison, fund analysis, and ETF analysis.
- Paid from
- $131.40/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $131.40/yr, billed annually instead of $249/yr, billed annually
- You want data visualizations, financials, and dividends.
Pick Morningstar Investor if
Morningstar Investor
From $249/yr, billed annually · Web · Mobile
- You want stock comparison, fund analysis, and ETF analysis.
Pick Simply Wall St if
Simply Wall St
Free • From $131.40/yr, billed annually · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $131.40/yr, billed annually instead of $249/yr, billed annually
- You want data visualizations, financials, and dividends.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Morningstar Investor and Simply Wall St cover a lot of the same ground (7 shared categories, including stock ideas, screeners, and portfolio), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Morningstar Investor's 12, including data visualizations, financials, and dividends. Morningstar Investor counters by keeping things simpler.
What readers say
Morningstar Investor
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Simply Wall St
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Key differences at a glance
- Free plan
- Simply Wall St
- Cheaper paid plan
- Simply Wall St$131.40/yr, billed annually vs $249/yr, billed annually
- Broader coverage
- Simply Wall St19 vs 12 categories
- Asset coverage
- Morningstar InvestorAdds mutual funds and closed-end funds
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $249/yr, billed annually | Free • From $131.40/yr, billed annually |
Free tier | No | Yes |
Free trial | 7 days | 7 days |
Plan limits | — | 9 limits: Free: company reports per month: 5, Free: portfolios: 1 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Long-term Investors +3 more |
Categories covered | 12 | 19 |
Regions | — | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | S&P Global Market Intelligence |
Capabilities | Universe builder | 6 signals: Universe builder, Broker sync +4 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit Morningstar Investor | Visit Simply Wall St |
Standout features
The best features of Morningstar Investor and Simply Wall St.ShowHide
Standout features
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
All details
Every attribute we track for Morningstar Investor and Simply Wall St.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | Not specified | North AmericaEuropeAPACAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | Not specified | S&P Global Market Intelligence |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | Not specified | ExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Universe builder | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Morningstar, Inc.Country: United StatesFounded 1984 | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freecompany reports per month: 5 · portfolios: 1 · +1 more |
| Entry paid plan | $249/yrBilled annually≈ $20.75/mo“Investor yearly” | $131.40/yrBilled annually≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more |
| Top plan | $34.95/moBilled monthly“Investor monthly” | $258/yrBilled annually≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more |
| Free trial | 7 days | 7 days |
Questions we keep getting
What's the difference between Morningstar Investor and Simply Wall St?
Morningstar Investor leans toward stock ideas, screeners, and stock comparison, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Morningstar Investor or Simply Wall St free to use?
Simply Wall St has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Simply Wall St and see how far it takes you before opening your wallet.
Should I choose Morningstar Investor or Simply Wall St?
It depends on what you're after. Pick Morningstar Investor if stock comparison and fund analysis matter to you; go with Simply Wall St if you'd rather have data visualizations and financials. And if you only need the basics both share, let price decide.
What asset classes do Morningstar Investor and Simply Wall St cover?
Both cover stocks and ETFs. Morningstar Investor also handles mutual funds, closed-end funds, and funds.
Can I export data from Morningstar Investor and Simply Wall St?
Simply Wall St exports to Excel. Morningstar Investor is stingier about getting data out.
Are Morningstar Investor and Simply Wall St good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Morningstar Investor or Simply Wall St?
Both Morningstar Investor and Simply Wall St include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Morningstar Investor or Simply Wall St?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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