VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Morningstar Investor vs Tickertape comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Morningstar Investor adds ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say coverage that Tickertape skips.

Tickertape includes Dividends, Splits, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Performance, Market Sentiment, Insider Data, Broker Connectors, and Blogs 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)..

Tickertape is known for: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..

Morningstar Investor logo

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.

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.

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Tickertape logo

Tickertape

tickertape.in

Hands-on review

India-focused research and portfolio platform for stocks, mutual funds, and ETFs. It offers end-of-day screening data, linked broker integration for unified portfolios and trading, and event-driven alerts. Free accounts provide core features, while Pro unlocks unlimited custom filters, CSV exports, advanced alerts, and access to historical Market Mood Index data and index constituents.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
  • Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
  • End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
  • Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
  • Alerts on markets, watchlists, and portfolios, with advanced alerting features available on Pro.

Community votes (overall)

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Overlap

Shared focus areas

8 overlaps

Mutual strengths include Screeners, Portfolio, and Watchlist plus 5 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.

Tickertape

Distinct strengths include:

  • Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
  • Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
  • End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
  • Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.

Feature-by-feature breakdown

AttributeMorningstar InvestorTickertape
Categories

Which research workflows each platform targets

Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, Scores

Unique: ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Bulls Say Bear Say

Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, Scores

Unique: Dividends, Splits, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Performance, Market Sentiment, Insider Data, Broker Connectors, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds

Stocks, Mutual Funds, 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, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Option to download portfolio holdings in CSV format for backup or analysis.

Unique

  • Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
  • Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
  • End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
  • Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
  • Alerts on markets, watchlists, and portfolios, with advanced alerting features available on Pro.
  • Analyst coverage including price targets, ratings, and forecasts for revenue and earnings.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Morningstar Investor and Tickertape both support?

Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, and Scores workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Morningstar Investor and Tickertape require subscriptions?

Both Morningstar Investor and Tickertape keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Morningstar Investor and Tickertape?

Both Morningstar Investor and Tickertape 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 Tickertape stands out for Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..

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.