Morningstar Investor vs Zacks (Zacks.com) comparison

Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Zacks (Zacks.com) specializes in Screeners, ETF Screeners, and Watchlist. They overlap in 8 categories, so choose based on your preferred workflow and pricing.

Good news—both Morningstar Investor and Zacks (Zacks.com) 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 Zacks (Zacks.com) if Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., and Style Scores across Value, Growth, and Momentum factors. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. Morningstar Investor also includes Closed-End Funds, and Funds.

Zacks (Zacks.com) 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.

Both Morningstar Investor and Zacks (Zacks.com) 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.