VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Morningstar Investor View Trendlyne Back to Home

Head-to-head

Morningstar Investor vs Trendlyne comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Morningstar Investor adds ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say coverage that Trendlyne skips.

Trendlyne includes Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Backtesting, Investor Holdings, Calendar, Dividends, Splits, Acquisitions, IPO, Transcripts, Insider Data, Institutional Data, Sheets / Excel Add-ins, and Broker Connectors 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)..

Trendlyne is known for: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

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.

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)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Overlap

Shared focus areas

7 overlaps

Mutual 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.

Trendlyne

Distinct strengths include:

Analyst Forecasts

Analyst Price Targets

Analyst Recommendations

Data Visualizations

Options & Derivatives

Backtesting

Investor Holdings

Calendar

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

Feature-by-feature breakdown

Attribute	Morningstar Investor	Trendlyne
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, Scores Unique: ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Bulls Say Bear Say	Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, Scores Unique: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Backtesting, Investor Holdings, Calendar, Dividends, Splits, Acquisitions, IPO, Transcripts, Insider Data, Institutional Data, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds	Stocks, Mutual Funds, Options, Futures
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 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. Option to download portfolio holdings in CSV format for backup or analysis.	Unique Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more. DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS. Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers. Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets—available by plan, with full India+US coverage on Pro Plus.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Morningstar Investor and Trendlyne both support?

Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, and Scores workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Morningstar Investor and Trendlyne require subscriptions?

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

How can you access Morningstar Investor and Trendlyne?

Both Morningstar Investor and Trendlyne 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 Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.