Morningstar Investor adds Bulls Say Bear Say coverage that Stock Rover skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Friday, December 26, 2025
Tool Comparison
Morningstar Investor vs Stock Rover comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stock Rover includes ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Calendar, Dividends, Flags, Valuation Models, Transcripts, Analyst Recommendations, Analyst Price Targets, Education, and Videos categories that Morningstar Investor omits.
In depth comparison
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
WebMobile
Pricing
FreeSubscription
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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Stock Rover
stockrover.com
Editor’s pick Hands-on review
Fundamental research and portfolio management platform focused on US and Canadian stocks, ETFs and mutual funds. Premium tiers expand metrics, history and portfolio analytics; Premium Plus adds custom & equation screening, fair value / margin of safety, Stock Rover Ratings and other advanced analytics. Research Reports are sold as a separate PDF add‑on that can be bundled with yearly or two‑year plans.
Categories
ScreenersETF ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlistCorrelationMonte CarloNewsAlertsCalendarDividendsFinancialsScoresFlagsValuation ModelsTranscriptsETF OverviewETF HoldingsFund OverviewFund PerformanceFund HoldingsFund RatingAnalyst RecommendationsAnalyst Price TargetsEducationVideos
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
- Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
- Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
- Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
- Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring.
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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.
Stock Rover
Distinct strengths include:
ETF ScreenersStock ComparisonETF ComparisonData VisualizationsCorrelationMonte CarloCalendarDividends
- Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
- Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
- Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
- Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Feature-by-feature breakdown
| Attribute | Morningstar Investor | Stock Rover |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores Unique: Bulls Say Bear Say | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores Unique: ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Calendar, Dividends, Flags, Valuation Models, Transcripts, Analyst Recommendations, Analyst Price Targets, Education, Videos |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds | Stocks, ETFs, Mutual Funds, Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Morningstar Investor and Stock Rover both support?
Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Scores workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Morningstar Investor and Stock Rover require subscriptions?
Both Morningstar Investor and Stock Rover keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Morningstar Investor and Stock Rover?
Both Morningstar Investor and Stock Rover support web and mobile access, making it easy to keep tabs on research away from the desk.
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 Stock Rover stands out for Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
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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.