Tool Comparison
Morningstar Investor vs Stock Analysis
- Paid from
- $20.75/mo
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want scores and ESG ratings.
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $20.75/mo
- Delayed quotes won't cut it; you need real-time data
Use code JERA
Pick Morningstar Investor instead if
Morningstar Investor
From $249/yr · Web · Mobile
- You want scores and ESG ratings.
Start here
Stock Analysis
Free • From $79/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $20.75/mo
- Delayed quotes won't cut it; you need real-time data
Use code JERA
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 Stock Analysis cover a lot of the same ground (10 shared categories, including stock ideas, screeners, and stock comparison), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Morningstar Investor's 12, including ETF screeners, top analysts, and ETF comparison. Morningstar Investor counters by keeping things simpler.
What readers say
Morningstar Investor
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Stock Analysis
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Key differences at a glance
- Free plan
- Stock Analysis
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $20.75/mo
- Free trial
- Morningstar Investor7 days
- Broader coverage
- Stock Analysis32 vs 12 categories
- Real-time data
- Stock Analysis
- Asset coverage
- Stock AnalysisAdds other
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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
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 | Free • From $79/yr |
Free tier | No | Yes |
Free trial | 7 days | — |
Plan limits | — | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +8 more |
Categories covered | 12 | 32 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | Universe builder | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
| Try it | Visit Morningstar Investor | Visit Stock Analysis |
Standout features
The best features of Morningstar Investor and Stock Analysis.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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for Morningstar Investor and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Not specified | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | Not specified | ManualCSVBrokerOAuth |
Integrations | Not specified | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Universe builder | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Morningstar, Inc.Country: United StatesFounded 1984 | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $249/yr≈ $20.75/mo“Investor yearly” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | $34.95/mo“Investor monthly” | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Morningstar Investor and Stock Analysis?
Morningstar Investor leans toward stock ideas, screeners, and stock comparison, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
Is Morningstar Investor or Stock Analysis free to use?
Stock Analysis has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Stock Analysis and see how far it takes you before opening your wallet.
Should I choose Morningstar Investor or Stock Analysis?
It depends on what you're after. Pick Morningstar Investor if scores and ESG ratings matter to you; go with Stock Analysis if you'd rather have ETF screeners and top analysts. And if you only need the basics both share, let price decide.
What asset classes do Morningstar Investor and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Stock Analysis adds other on top.
Does Morningstar Investor or Stock Analysis have real-time data?
Stock Analysis offers real-time data, which matters if you trade actively. Morningstar Investor runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Morningstar Investor and Stock Analysis?
Stock Analysis exports to CSV and Excel. Morningstar Investor is stingier about getting data out.
Are Morningstar Investor and Stock Analysis 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 Stock Analysis?
Both Morningstar Investor and Stock Analysis 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 Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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