Morningstar Investor vs Trackinsight comparison

Both platforms cover Portfolio, Watchlist, ETF Overview, ETF Performance, ETF Holdings, ESG Ratings, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.

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

Morningstar Investor ships a dedicated mobile experience, while Trackinsight focuses on web or desktop access.

Morningstar Investor differentiates itself with Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data)., and Funds & ETFs: Morningstar Rating for Funds (“star rating”) based on a quantitative evaluation of past performance; plus Morningstar Medalist Rating (Gold/Silver/Bronze/Neutral/Negative) for forward‑looking conviction., whereas Trackinsight stands out for Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..