VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Tool Comparison
Morningstar Investor vs ValueSense comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Morningstar Investor
morningstar.com
At a glance
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | Morningstar Investor | ValueSense |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
Morningstar Investor strengths
Categories covered by Morningstar Investor but not ValueSense.
ValueSense strengths
Categories covered by ValueSense but not Morningstar Investor.
Frequently Asked Questions
Which workflows do Morningstar Investor and ValueSense both support?
Both platforms cover Stock Ideas, Screeners, Watchlist, Valuation Models, Scores, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Morningstar Investor and ValueSense require subscriptions?
Both Morningstar Investor and ValueSense keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Morningstar Investor ships a dedicated mobile experience, while ValueSense focuses on web or desktop access.
What unique strengths set the two platforms apart?
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 ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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ScreenersStock IdeasStock Comparison - Stock RoverEditor's pickHands-on review
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ScreenersStock ComparisonData Visualizations - Stock AnalysisEditor's pickHands-on review
Overlap: Stock Ideas, Screeners, and Stock Comparison.
Stock IdeasScreenersStock Comparison - KoyfinEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Portfolio.
ScreenersData VisualizationsPortfolio - TIKREditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Data Visualizations.
ScreenersStock IdeasData Visualizations
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.