Morningstar Investor adds Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say coverage that TipRanks skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Morningstar Investor vs TipRanks comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
TipRanks includes Top Analysts, ETF Screeners, Stock Ideas, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Flags, App & Website Traffic, Insider Data, Institutional Data, Which ETF includes this Stock?, ETF Performance, ETF Comparison, News Sentiment, Calendar, and Stock Comparison 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)..
TipRanks is known for: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
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)
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TipRanks
tipranks.com
Editor’s pick Hands-on review
TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.
Categories
Top Analysts
Screeners
ETF Screeners
Stock Ideas
Analyst Forecasts
Analyst Recommendations
Analyst Price Targets
Scores
Financials
Flags
App & Website Traffic
Insider Data
Institutional Data
Which ETF includes this Stock?
ETF Overview
ETF Holdings
ETF Performance
ETF Comparison
News
News Sentiment
Alerts
Calendar
Portfolio
Watchlist
Stock Comparison
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards.
- Smart Score: a proprietary 1–10 multi-factor equity rating system.
- Tracks insider transactions and hedge fund activity, with manager rankings based on filings.
- Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
- Smart Portfolio: connect to major brokers or upload via CSV for portfolio analytics and email alerts.
Community votes (overall)
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Overlap
Shared focus areas
9 overlapsMutual strengths include Screeners, Portfolio, and Watchlist plus 6 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.
TipRanks
Distinct strengths include:
Top Analysts
ETF Screeners
Stock Ideas
Analyst Forecasts
Analyst Recommendations
Analyst Price Targets
Flags
App & Website Traffic
- Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards.
- Smart Score: a proprietary 1–10 multi-factor equity rating system.
- Tracks insider transactions and hedge fund activity, with manager rankings based on filings.
- Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Feature-by-feature breakdown
| Attribute | Morningstar Investor | TipRanks |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Scores Unique: Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Bulls Say Bear Say | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Scores Unique: Top Analysts, ETF Screeners, Stock Ideas, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Flags, App & Website Traffic, Insider Data, Institutional Data, Which ETF includes this Stock?, ETF Performance, ETF Comparison, News Sentiment, Calendar, Stock Comparison |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds | Stocks, ETFs, Options, Cryptos |
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
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Morningstar Investor and TipRanks both support?
Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, and Scores workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Morningstar Investor and TipRanks require subscriptions?
Both Morningstar Investor and TipRanks keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Morningstar Investor and TipRanks?
Both Morningstar Investor and TipRanks 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 TipRanks stands out for Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
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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.