VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Morningstar Investor and Stock Rover will find that Both Morningstar Investor and Stock Rover concentrate on Screeners, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Morningstar Investor leans into Bulls Say Bear Say, which can be decisive for teams that need depth over breadth. Stock Rover stands out with ETF Screeners, Stock Comparison, and ETF Comparison that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Morningstar Investor vs Stock Rover
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Morningstar Investor adds Bulls Say Bear Say coverage that Stock Rover skips.
- Stock Rover includes ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Calendar, Dividends, Valuation Models, Transcripts, Analyst Recommendations, Analyst Price Targets, Education, and Videos categories that Morningstar Investor omits.
- Morningstar Investor 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., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
- Stock Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
Morningstar Investor
morningstar.com
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
Pricing
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.
Stock Rover
stockrover.com
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Categories
Platforms
Pricing
Quick highlights
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
- Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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:
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
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, 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 |
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 Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
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.