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Morningstar Investor
What Morningstar Investor is
Morningstar Investor is a paid online subscription for researching investments, tracking portfolios, and supporting long-term financial decisions. It covers multiple asset classes and provides research on stocks, mutual funds, and ETFs, including ratings and analyst insights. Tools include investment screeners, watchlists, portfolio tracking, analysis, and monitoring. Users can add holdings manually or import data from financial institutions where available. Performance reporting, allocation analysis, and risk analysis support up to 25 portfolios. Linked accounts do not include cost basis, so portfolio-level performance does not appear for those accounts; manually added or imported holdings can support performance analysis. Morningstar offers Investor on the web, iOS, and Android, including a companion app for registered users. Membership costs $249 a year or $34.95 a month. A seven-day trial is available to eligible users, and there is no free tier. Morningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations.
Who it suits
It suits individual investors, including DIY investors focused on long-term strategies. It is intended for people who want investment research and portfolio tools rather than personalized financial advice.
What it does well
- Covers stocks, mutual funds, and ETFs
- Includes portfolio and risk analysis
- Supports up to 25 portfolios
- Available on web, iOS, and Android
- Offers screeners and watchlists
What to know first
- No free tier
- Linked accounts lack cost basis
- Portfolio-level performance may not appear for linked accounts
- Trial is unavailable to previous trial users
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Yearly | $249 yearly · Annual membership | $249 a year |
| Monthly | $34.95 monthly · Monthly membership | $34.95 a month |
As morningstar.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Morningstar Investor brings investment research and portfolio analysis together across web and mobile platforms. Its paid memberships include a seven-day trial for eligible users, but it does not provide personalized trade recommendations.
Facts from Morningstar Investor's own pages
- Account linking
- Users can add holdings manually or import data from financial institutions where available. · morningstar.com, 7 Oct 2026
- Advice
- Morningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations. · morningstar.com, 7 Oct 2026
- Allocation analysis
- Yes · morningstar.com, 24 Sept 2026
- Asset class coverage
- multi_asset · morningstar.com, 24 Sept 2026
- Audience
- Morningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies. · morningstar.com, 7 Oct 2026
- Company history
- Morningstar says Joe Mansueto established the company in Chicago in 1984. · morningstar.com, 7 Oct 2026
- Free access
- Morningstar says Investor has no free tier. · morningstar.com, 7 Oct 2026
- Free plan
- No · morningstar.com, 24 Sept 2026
- Linked account security
- Morningstar says ByAllAccounts encrypts personal user information whenever it is transmitted or stored. · morningstar.com, 7 Oct 2026
- Maximum portfolios
- 25 · morningstar.com, 24 Sept 2026
- Mobile app
- Morningstar offers an Investor companion app, and registered Investor users can log in to access their existing accounts. · apps.apple.com, 7 Oct 2026
- Performance reporting
- Yes · morningstar.com, 24 Sept 2026
- Portfolio limit
- For linked accounts, cost basis is not included, so portfolio-level performance does not appear; manually added or imported holdings can support performance analysis. · morningstar.com, 7 Oct 2026
- Purpose
- Morningstar Investor is an online subscription platform for researching investments, tracking portfolios, and making long-term financial decisions. · morningstar.com, 7 Oct 2026
- Research
- The service offers research and data on stocks, mutual funds, and ETFs, including ratings and analyst insights. · morningstar.com, 7 Oct 2026
- Risk analysis
- Yes · morningstar.com, 24 Sept 2026
- Support
- Morningstar lists Investor support at +1 312 424-4288 and [email protected]. · morningstar.com, 7 Oct 2026
- Tools
- Its tools include investment screeners, portfolio tracking and analysis, watchlists, and monitoring tools. · morningstar.com, 7 Oct 2026
- Trial condition
- The seven-day trial is not available again to users who have already taken a Morningstar Investor trial. · morningstar.com, 7 Oct 2026
Where Morningstar Investor stands on Freedom251
- Portfolio Management Software#19 of 81
- Equity Research Platforms#20 of 54
- Investment Tools#11 of 17