Morningstar Investor vs Yahoo Finance comparison

Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Yahoo Finance specializes in News, Alerts, and Calendar. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Good news—both Morningstar Investor and Yahoo Finance offer free plans. You can try each platform without commitment and only pay when you need premium features.

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 Yahoo Finance if Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., and Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. Morningstar Investor also includes Closed-End Funds, and Funds. Yahoo Finance adds coverage for Options, Futures, Commodities, Currencies, and Cryptos.

Yahoo Finance offers real-time data feeds, which is essential for active traders. Morningstar Investor uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Yahoo Finance supports data exports to CSV. Morningstar Investor has more limited export options.

Both Morningstar Investor and Yahoo Finance include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.