Morningstar Investor adds Portfolio, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say coverage that Stocknear skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Head-to-head
Morningstar Investor vs Stocknear comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stocknear includes Options & Derivatives, Data Visualizations, Calendar, Dark Pool & Off-Exchange, ETF Performance, Analyst Price Targets, Analyst Recommendations, Analyst Forecasts, Insider Data, 13F, US Government Trades, Dividend, AI, and AI Chat 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)..
Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
Morningstar Investor ships a mobile app. Stocknear is web/desktop only.
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
Web
Mobile
Pricing
Free
Subscription
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.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Stocknear
stocknear.com
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
- U.S. Congress trading dashboard access.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Overlap
Shared focus areas
7 overlapsMutual strengths include Screeners, Watchlist, and News plus 4 more areas.
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.
Stocknear
Distinct strengths include:
Options & Derivatives
Data Visualizations
Calendar
Dark Pool & Off-Exchange
ETF Performance
Analyst Price Targets
Analyst Recommendations
Analyst Forecasts
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Feature-by-feature breakdown
| Attribute | Morningstar Investor | Stocknear |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings Unique: Portfolio, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say | Shared: Screeners, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings Unique: Options & Derivatives, Data Visualizations, Calendar, Dark Pool & Off-Exchange, ETF Performance, Analyst Price Targets, Analyst Recommendations, Analyst Forecasts, Insider Data, 13F, US Government Trades, Dividend, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds | Stocks, ETFs, Options |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web |
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 | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Morningstar Investor and Stocknear both support?
Both platforms cover Screeners, Watchlist, News, Alerts, Financials, ETF Overview, and ETF Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Morningstar Investor and Stocknear require subscriptions?
Both Morningstar Investor and Stocknear keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Morningstar Investor ships a dedicated mobile experience, while Stocknear focuses on web or desktop access.
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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Stock RoverEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Portfolio.
ScreenersData VisualizationsPortfolio - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Portfolio.
ScreenersData VisualizationsPortfolio - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Portfolio.
ScreenersData VisualizationsPortfolio - TipRanksEditor's pickHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Recommendations.
ScreenersAnalyst ForecastsAnalyst Recommendations - TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets - Nasdaq.comHands-on review
Overlap: Screeners, Portfolio, and Watchlist.
ScreenersPortfolioWatchlist
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.