Morningstar Investor adds ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say coverage that TradingView skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Morningstar Investor vs TradingView comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
TradingView includes ETF Screeners, Stock Ideas, Data Visualizations, Options & Derivatives, Backtesting, Paper Trading, Advanced Order Types, Smart/Direct Routing, Calendar, Order Book / Level II, Dividends, Splits, Forums, and Education 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)..
TradingView is known for: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
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.
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TradingView
tradingview.com
Editor’s pick Hands-on review
A global, multi-asset charting and trading platform with advanced analytics, strategy backtesting, and broker connectivity. Features include Pine Script® v6 for custom indicators, server-side alerts, options chains with strategy builder, and multi-asset screeners. Real-time data feeds are sold as add-ons, with availability and pricing varying by exchange and region.
Categories
Platforms
Web
Mobile
Desktop
Pricing
Free
Subscription
Quick highlights
- Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe.
- Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools.
- Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations.
- Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
- Pine Script® v6 for creating custom indicators and strategies.
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Overlap
Shared focus areas
7 overlapsMutual strengths include Screeners, Portfolio, and Watchlist plus 4 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.
TradingView
Distinct strengths include:
ETF Screeners
Stock Ideas
Data Visualizations
Options & Derivatives
Backtesting
Paper Trading
Advanced Order Types
Smart/Direct Routing
- Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe.
- Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools.
- Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations.
- Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Feature-by-feature breakdown
| Attribute | Morningstar Investor | TradingView |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview Unique: ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview Unique: ETF Screeners, Stock Ideas, Data Visualizations, Options & Derivatives, Backtesting, Paper Trading, Advanced Order Types, Smart/Direct Routing, Calendar, Order Book / Level II, Dividends, Splits, Forums, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds | Stocks, ETFs, Options, Futures, Bonds, Currencies, Commodities, 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, Desktop |
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 TradingView both support?
Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, and ETF Overview workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Morningstar Investor and TradingView require subscriptions?
Both Morningstar Investor and TradingView keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Morningstar Investor and TradingView?
Both Morningstar Investor and TradingView 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 TradingView stands out for Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
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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.