Morningstar Investor
Independent investment research site with stock and fund ratings, screeners and portfolio X-Ray.
Updated · AppBreakup editorial · Web
Is Morningstar Investor free?
No, it's a paid product
- Starting price:
- $34.95/month or $249/year
- Free trial:
- 7 days
Checked on Morningstar Investor's site Nov 8, 2026
3 alternatives with a free option Full Morningstar Investor pricing and plansSwitch from Morningstar Investor to
All 3
Yahoo FinanceCompareStarting price: $7.95 a month, billed annually (Bronze)
TradingViewFree plan: Yes ($0, no card)
KoyfinStarting price: From $39/month (Plus, as listed on pricing page)
- Verified facts
- 5 of 5
- Alternatives ranked
- 3
- Approved reviews
- 0
- Visits sent from here
- 0
About Morningstar Investor
Morningstar is an investment research company best known for its star ratings on mutual funds and ETFs. Its website publishes free market news and articles, while the paid Morningstar Investor subscription unlocks analyst reports on thousands of stocks and funds, fair value estimates, economic moat ratings, screeners, watchlists and portfolio tools. Portfolio X-Ray breaks down a linked or manually entered portfolio by asset allocation, sector, fees and stock style, and Stock Intersection shows where funds overlap. It's aimed at long-term, buy-and-hold investors who want independent fundamental research rather than trading tools or real-time charting. Pricing is a monthly or cheaper yearly subscription after a 7-day free trial. Compared with free portals like Yahoo Finance, the value lies in the analyst ratings and fund data; active traders will find charting thin, and the portfolio tools focus on US-based investments.
Best for: Long-term investors who want independent ratings on funds and stocks and a portfolio X-Ray.
Morningstar Investor pricing (checked Nov 8, 2026)
Each line is quoted from Morningstar Investor's own site, with the page it came from.
| Plan or term | What it says | Checked | Source |
|---|---|---|---|
| Starting price | $34.95/month or $249/year | Nov 8, 2026 | morningstar.com |
| Free trial | 7 days | Nov 8, 2026 | morningstar.com |
Pros and cons
What works
- Analyst fair value estimates and moat ratings on thousands of stocks
- Well-known fund and ETF ratings with deep fee and holdings data
- Portfolio X-Ray shows allocation, fees and overlap across holdings
- 7-day free trial before paying
Why people leave
- Full research needs a paid subscription
- Charting and technical tools are basic for active traders
- Portfolio tools focus on US-based investments
- Only one free trial per person
Morningstar Investor vs Yahoo Finance, TradingView and Koyfin
From each app's listing and the prices verified on its own site. A dash means we haven't verified it yet.
| Attribute | Morningstar Investor | Yahoo Finance | TradingView | Koyfin |
|---|---|---|---|---|
| Pricing | Paid | Free plan + paid | Free plan + paid | Free plan + paid |
| Verified price | $34.95/month or $249/year | $7.95 a month, billed annually (Bronze) | — | From $39/month (Plus, as listed on pricing page) |
| Free plan | No | Yes | Yes ($0, no card) | Yes, $0/month |
| Open source | No | No | No | No |
| Self-hostable | No | No | No | No |
| Platforms | Web | Web, iOS, Android | Web, Windows, macOS, Linux, iOS, Android | Web, iOS |
Top Morningstar Investor alternatives
See all 3- 1Yahoo Finance68.8
Free quotes, news and basic portfolio tracking for investors who don't need analyst ratings.
- 2TradingView51.2
Far stronger charting and technical analysis, with a large community sharing trade ideas.
- 3Koyfin50.0
Fund and stock dashboards with deep fundamentals and charts, a strong research option with a free tier.
Why people left Morningstar Investor
In reviewers' own words, from reviews of the apps they moved to. These are their opinions, not ours.
No switching stories yet. If you moved away from Morningstar Investor, review the app you switched to and tell us why.
Reviews
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Morningstar Investor: common questions
What is Morningstar Investor?
Morningstar Investor: Independent investment research site with stock and fund ratings, screeners and portfolio X-Ray. Best for long-term investors who want independent ratings on funds and stocks and a portfolio X-Ray. Available for Web.
Is Morningstar Investor free?
No, Morningstar Investor is a paid product. Starting price: $34.95/month or $249/year (checked on Morningstar Investor's own site).
How much does Morningstar Investor cost?
Morningstar Investor is a paid product. Starting price: $34.95/month or $249/year; Free trial: 7 days. Checked on Morningstar Investor's own site, November 2026.
Does Morningstar Investor have a free trial or refund?
Free trial: 7 days. Source: Morningstar Investor's own site.
Is Morningstar Investor open source?
No, Morningstar Investor is not open source.
What platforms does Morningstar Investor run on?
Morningstar Investor is available for Web.
What are the best alternatives to Morningstar Investor?
The highest-ranked Morningstar Investor alternatives right now are Yahoo Finance, TradingView and Koyfin. See the full ranked list for pricing, platforms and verified facts.
Morningstar Investor vs Yahoo Finance: what's the difference?
Morningstar Investor is a paid product; Yahoo Finance is free with paid plans. Verified prices: Morningstar Investor $34.95/month or $249/year, Yahoo Finance $7.95 a month, billed annually (Bronze). Only Yahoo Finance runs on iOS and Android.