VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Morningstar Investor and TC2000 will find that Both Morningstar Investor and TC2000 concentrate on Screeners, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Morningstar Investor leans into ETF Overview, ETF Holdings, and Fund Overview, which can be decisive for teams that need depth over breadth. TC2000 stands out with Options & Derivatives, Paper Trading, and Advanced Order Types 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 TC2000
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Morningstar Investor adds ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say coverage that TC2000 skips.
- TC2000 includes Options & Derivatives, Paper Trading, Advanced Order Types, Brokerage, and Options P&L 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)..
- TC2000 is known for: Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., and Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits..
- Morningstar Investor has a free tier, while TC2000 requires a paid plan.
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.
TC2000
tc2000.com
A long-standing charting, screening, and trading platform with integrated brokerage. TC2000 is designed for active traders who want real-time scanning, customizable alerts, and advanced options analytics. Plans range from Basic to Premium+, with Premium+ offering up to 1,000 simultaneous alerts. Add-ons expand server-side streaming scans and provide real-time options and index data. Real-time U.S. equity data comes via Nasdaq Basic, and financial news is powered by MT Newswires.
Categories
Platforms
Pricing
Quick highlights
- Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts.
- EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening.
- Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits.
- Integrated MT Newswires feed for real-time market and company news.
- Options trading tools include full chains, Greeks, implied volatility columns, multi-leg strategies, and visual P&L zones.
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.
TC2000
Distinct strengths include:
- Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts.
- EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening.
- Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits.
- Integrated MT Newswires feed for real-time market and company news.
Feature-by-feature breakdown
| Attribute | Morningstar Investor | TC2000 |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials Unique: ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials Unique: Options & Derivatives, Paper Trading, Advanced Order Types, Brokerage, Options P&L |
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, Desktop, Mobile |
Pricing High-level pricing models | Free, Subscription | 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 TC2000 both support?
Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Morningstar Investor offers a free entry point, while TC2000 requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Morningstar Investor and TC2000?
Both Morningstar Investor and TC2000 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 TC2000 stands out for Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., and Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits..
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.