VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, January 18, 2026
Tool Comparison
Morningstar Investor vs Value Sense comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Morningstar Investor
morningstar.com
At a glance
| Morningstar Investor | Value Sense | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | $20.75/mo | — |
| Enterprise option | ||
| Available plans | Investor (Monthly), Investor (Yearly) | Free, Pro |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Morningstar Investor | Value Sense |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | Not specified |
Data freshness | Not specified | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | ExcelImagePDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Morningstar Investor only.
Categories covered by Value Sense only.
Frequently Asked Questions
What's the difference between Morningstar Investor and Value Sense?
Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Value Sense specializes in Stock Ideas, Screeners, and Backtesting. They overlap in 7 categories, so choose based on your preferred workflow and pricing.
How much do Morningstar Investor and Value Sense cost?
Good news—both Morningstar Investor and Value Sense offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Morningstar Investor or Value Sense on my phone?
Morningstar Investor has a mobile app so you can check your research on the go. Value Sense is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Morningstar Investor or Value Sense?
Choose Morningstar Investor if you need Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and 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).. Go with Value Sense if Stock screener with presets and stated backtesting support., and Curated “Stock ideas” lists; many ideas are marked as “Premium idea”. better fits how you invest.
What asset classes do Morningstar Investor and Value Sense cover?
Both cover Stocks. Morningstar Investor also includes ETFs, Mutual Funds, Closed-End Funds, and Funds.
Can I export data from Morningstar Investor and Value Sense?
Value Sense supports data exports to Excel, Image, and PDF. Morningstar Investor has more limited export options.
Are Morningstar Investor and Value Sense good for long-term investing?
Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.
Which has a better stock screener—Morningstar Investor or Value Sense?
Both Morningstar Investor and Value Sense include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Morningstar Investor or Value Sense?
Morningstar Investor offers portfolio tracking features. Value Sense is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.