Morningstar Investor vs Stockcircle comparison

Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Stockcircle specializes in Investor Holdings, 13F, and Insider Data. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

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

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Morningstar Investor has a mobile app so you can check your research on the go. Stockcircle is web-only, so you'll need a browser to access it from mobile devices.

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 Stockcircle if Tracks "investment guru" holdings and transactions using SEC-reported data (Form 13F + insider Forms 3/4) and provides holdings lists + transaction history., and Shows estimated purchase prices for guru transactions (based on average stock price in the reporting period). better fits how you invest.

Both cover Stocks, and ETFs. Morningstar Investor also includes Mutual Funds, Closed-End Funds, and Funds. Stockcircle adds coverage for Bonds, and Other.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

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

Morningstar Investor offers portfolio tracking features. Stockcircle is more focused on research and analysis.