★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Morningstar Investor vs Track Your Dividends (TYD)
Pick Morningstar Investor if
Morningstar Investor
From $249/yr · Web · Mobile
- You do a lot of your research from your phone
- You care about stock comparison, fund analysis, and ETF analysis, things Track Your Dividends (TYD) doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Track Your Dividends (TYD) if
Track Your Dividends (TYD)
Free • From $99.99/yr · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8.33/mo instead of $20.75/mo
- You care about dividends, financials, and data visualizations, things Morningstar Investor doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Morningstar Investor and Track Your Dividends (TYD) cover a lot of the same ground (7 shared categories, including stock ideas, screeners, and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only Morningstar Investor gives you stock comparison and fund analysis, and only Track Your Dividends (TYD) gives you dividends and financials.
What readers say
Morningstar Investor
Vote once to reveal the community verdict.
Track Your Dividends (TYD)
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Key differences at a glance
- Free plan
- Track Your Dividends (TYD)
- Cheaper paid plan
- Track Your Dividends (TYD)$8.33/mo vs $20.75/mo
- Mobile app
- Morningstar Investor
- Asset coverage
- Morningstar InvestorAdds mutual funds and closed-end funds
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $249/yr | Free • From $99.99/yr |
Free tier | No | Yes |
Free trial | 7 days | 7 days |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Plaid |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | — |
Categories covered | 12 | 12 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | Universe builder | Universe builder and Broker sync |
| Try it | Visit Morningstar Investor | Visit Track Your Dividends (TYD) |
Where each one shines
What Morningstar Investor and Track Your Dividends (TYD) each do best.ShowHide
Where each one shines
What Morningstar Investor and Track Your Dividends (TYD) each do best.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 Track Your Dividends (TYD) does best
- Tracking dividend portfolios through Plaid-linked broker or bank accounts, CSV upload, or manual entry.
- The free tier for one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections.
- Let Plaid-connected accounts update nightly when supported, reducing manual upkeep for dividend-focused investors.
- Monitoring dividend declarations on the free plan, with Premium adding ex-date, payment-date, and optional weekly recap alerts.
- Views for reviewing upcoming payout calendars and future dividend-growth projections to understand expected income timing.
Every detail we compared
Every tracked attribute for Morningstar Investor and Track Your Dividends (TYD), side by side.ShowHide
Every detail we compared
Every tracked attribute for Morningstar Investor and Track Your Dividends (TYD), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Not specified |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | Not specified | CSVPlaidManual |
Integrations | Not specified | Plaid |
| Plans & trust | ||
Capability signals | Universe builder | Universe builderBroker sync |
Vendor & support | Morningstar, Inc.Country: United StatesFounded 1984 | Chronim Investments Inc.Country: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | $249/yr≈ $20.75/mo“Investor (Yearly)” | $99.99/yr≈ $8.33/mo“Premium (Yearly)” |
| Top plan | $34.95/mo“Investor (Monthly)” | $9.99/mo“Premium (Monthly)” |
| Free trial | 7 days | 7 days |
Questions we keep getting
What's the difference between Morningstar Investor and Track Your Dividends (TYD)?
Morningstar Investor leans toward stock ideas, screeners, and stock comparison, while Track Your Dividends (TYD) puts more weight on portfolio, watchlist, and dividends. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Morningstar Investor or Track Your Dividends (TYD) free to use?
Track Your Dividends (TYD) has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Track Your Dividends (TYD) and see how far it takes you before opening your wallet.
Can I use Morningstar Investor or Track Your Dividends (TYD) on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. Track Your Dividends (TYD) doesn't list a dedicated mobile app; its documented access is web.
Should I choose Morningstar Investor or Track Your Dividends (TYD)?
It depends on what you're after. Pick Morningstar Investor if stock comparison and fund analysis matter to you; go with Track Your Dividends (TYD) if you'd rather have dividends and financials. And if you only need the basics both share, let price decide.
What asset classes do Morningstar Investor and Track Your Dividends (TYD) cover?
Both cover stocks and ETFs. Morningstar Investor also handles mutual funds, closed-end funds, and funds.
Which has a better stock screener: Morningstar Investor or Track Your Dividends (TYD)?
Both Morningstar Investor and Track Your Dividends (TYD) 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 Track Your Dividends (TYD)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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Feedback
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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.