Tool Comparison
Morningstar Investor vs TIKR
- Paid from
- $34.95/mo, billed monthly
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want fund analysis, ETF analysis, and scores.
- Paid from
- $24.95/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $24.95/mo, billed monthly instead of $34.95/mo, billed monthly
- You want data visualizations, institutional ownership, and calendar.
Pick Morningstar Investor if
Morningstar Investor
From $34.95/mo, billed monthly · Web · Mobile
- You do a lot of your research from your phone
- You want fund analysis, ETF analysis, and scores.
Pick TIKR if
TIKR
Free • From $24.95/mo, billed monthly · Web
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $24.95/mo, billed monthly instead of $34.95/mo, billed monthly
- You want data visualizations, institutional ownership, and calendar.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Morningstar Investor and TIKR cover a lot of the same ground (8 shared categories, including stock ideas, screeners, and stock comparison), so for the basics you won't go far wrong with either. TIKR simply does more: 18 categories to Morningstar Investor's 12, including data visualizations, institutional ownership, and calendar. Morningstar Investor counters by keeping things simpler.
What readers say
Morningstar Investor
No votes yet. Cast the first one.
TIKR
No votes yet. Cast the first one.
Key differences at a glance
- Free plan
- TIKR
- Cheaper paid plan
- TIKR$24.95/mo, billed monthly vs $34.95/mo, billed monthly
- Free trial
- Morningstar Investor7 days
- Broader coverage
- TIKR18 vs 12 categories
- Mobile app
- Morningstar Investor
- Asset coverage
- Morningstar InvestorAdds ETFs and mutual funds
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
What TIKR does best
- Research coverage for common stocks through a terminal-style workspace focused on financial statements, ratios, valuation multiples, estimates, filings, transcripts, ownership, news, and watchlists.
- Screening for a global equity universe of more than 100,000 stocks across 92 countries and 136 exchanges using regions, industries, financial metrics, ratios, valuation, forecasts, growth, margins, and other criteria.
- Analysis of company fundamentals with income statement, balance sheet, cash flow, ratio views, chartable line items, peer comparison, and plan-based historical depth.
- Tools for building valuation work with trailing and forward multiples, historical multiple charts, competitor comparisons, guided valuation models, and advanced valuation model settings.
- Review Wall Street estimates for revenue, EBITDA, EPS, and other metrics alongside historical actuals, with deeper forward estimate access on higher tiers.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $34.95/mo, billed monthly | Free • From $24.95/mo, billed monthly |
Free tier | No | Yes |
Free trial | 7 days | — |
Plan limits | — | 31 limits: Free: geographic coverage: US only, Free: financial history years: 5 +29 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +7 more |
Categories covered | 12 | 18 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data partners | — | 4 partners: S&P Global Market Intelligence, Morningstar +2 more |
Capabilities | Universe builder | Universe builder |
| Try it | Visit Morningstar Investor | Visit TIKR |
Standout features
The best features of Morningstar Investor and TIKR.ShowHide
Standout features
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
What TIKR does best
- Research coverage for common stocks through a terminal-style workspace focused on financial statements, ratios, valuation multiples, estimates, filings, transcripts, ownership, news, and watchlists.
- Screening for a global equity universe of more than 100,000 stocks across 92 countries and 136 exchanges using regions, industries, financial metrics, ratios, valuation, forecasts, growth, margins, and other criteria.
- Analysis of company fundamentals with income statement, balance sheet, cash flow, ratio views, chartable line items, peer comparison, and plan-based historical depth.
- Tools for building valuation work with trailing and forward multiples, historical multiple charts, competitor comparisons, guided valuation models, and advanced valuation model settings.
- Review Wall Street estimates for revenue, EBITDA, EPS, and other metrics alongside historical actuals, with deeper forward estimate access on higher tiers.
All details
Every attribute we track for Morningstar Investor and TIKR.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalystsFinancial Advisors+1 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data partners | Not specified | S&P Global Market IntelligenceMorningstarReutersFinancial Modeling Prep |
| Access & integrations | ||
Export formats | Not specified | Excel |
| Plans & trust | ||
Capability signals | Universe builder | Universe builder |
Vendor & support | Morningstar, Inc.Country: United StatesFounded 1984 | TIKRSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freegeographic coverage: US only · financial history years: 5 · +3 more |
| Entry paid plan | $249/yrBilled annually≈ $20.75/mo“Investor yearly” | $24.95/moBilled monthly“Plus”geographic coverage: Global · financial history years: 10 · +7 more |
| Tier 2 | $34.95/moBilled monthly“Investor monthly” | $54.95/moBilled monthly“Pro”geographic coverage: Global · financial history years: 10 · +7 more |
| Top plan | — | $119.95/moBilled monthly“Ultimate”geographic coverage: Global · financial history years: 30 · +6 more |
| Free trial | 7 days | — |
Free alternatives
Questions we keep getting
What's the difference between Morningstar Investor and TIKR?
Morningstar Investor leans toward stock ideas, screeners, and stock comparison, while TIKR puts more weight on screeners, stock ideas, and data visualizations. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is Morningstar Investor or TIKR free to use?
TIKR has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with TIKR and see how far it takes you before opening your wallet.
Can I use Morningstar Investor or TIKR on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. TIKR doesn't list a dedicated mobile app; its documented access is web.
Should I choose Morningstar Investor or TIKR?
It depends on what you're after. Pick Morningstar Investor if fund analysis and ETF analysis matter to you; go with TIKR if you'd rather have data visualizations and institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Morningstar Investor and TIKR cover?
Both cover stocks. Morningstar Investor also handles ETFs, mutual funds, and closed-end funds.
Can I export data from Morningstar Investor and TIKR?
TIKR exports to Excel. Morningstar Investor is stingier about getting data out.
Are Morningstar Investor and TIKR good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Morningstar Investor or TIKR?
Both Morningstar Investor and TIKR include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Morningstar Investor or TIKR?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.