Morningstar Investor
by Morningstar, Inc.
#6 in Investing researchBest for funds
My pick for fund and ETF investors. Analyst ratings, Fair Value estimates, Portfolio X-Ray and an AI screener help you check what you own.
Not financial advice. Check fees and terms on the company’s site.
What’s good
- Independent analyst ratings and Fair Values
- Portfolio X-Ray shows fees and overlap
- Plain-English AI screener filters
Heads-up
- Intended for US citizens and residents only
- US quotes can run 15 minutes behind
The details
- Best for
- Long-term US investors with funds and ETFs across accounts
- Price
- From $34.95/mo (Monthly plan; $249 yearly)
- Free plan
- 7-day free trial
- Skill level
- Any level
- Made by
- Morningstar, Inc.
- Website
- morningstar.com
- Price checked
- Sep 30, 2026
Where it ranks
- #6Investing researchBest for funds
Compare with similar picks
| Rank in Investing research | #1 | #2 | #3 | #6 |
|---|---|---|---|---|
| Price | From $49/mo | From $49/mo | From $10.95/mo | From $34.95/mo |
| Free plan | Free: advanced charts, 2 watchlists, 2 screens | Free: 10 years of financials, 1 dashboard | Free: 1 portfolio, 10 holdings, few reports | No |
| Best for | Self-directed investors wanting terminal-style charts and financial data | Fundamental investors who want AI answers tied to filings | Beginners who want stocks explained visually in plain language | Long-term US investors with funds and ETFs across accounts |
| Skill level | Any level | Any level | Beginner-friendly | Any level |
| Try it free | Try it free | Try it free | Start free trial |
Also in Investing research
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