Morningstar Investor vs Stock Analysis comparison

Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Stock Analysis specializes in Stock Ideas, Screeners, and ETF Screeners. They overlap in 12 categories, so choose based on your preferred workflow and pricing.

Good news—both Morningstar Investor and Stock Analysis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose Morningstar Investor if you need Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data).. Go with Stock Analysis if Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, and Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Closed-End Funds, and Funds. Stock Analysis adds coverage for Real Estate.

Stock Analysis offers real-time data feeds, which is essential for active traders. Morningstar Investor uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Stock Analysis supports data exports to CSV, and Excel. Morningstar Investor has more limited export options.

Both Morningstar Investor and Stock Analysis include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.