Side by side
Morningstar Investor vs Stock Rover
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial AndroidiPhoneWeb
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.
Visit Morningstar Investor Free plan AndroidiPhoneWeb+1
Stock Rover combines screening, research reports, historical data, and portfolio analysis in a browser-based service. Consider the trial's export and report limits, and note that brokerage integration is on paid plans while trading is not supported.
Visit Stock RoverThe facts
| Morningstar Investor | Stock Rover | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Android, iPhone, Web, Windows |
| Lowest paid plan | Monthly: $34.95 a month | Premium: $24 a month |
| Plans published | 2 | 12 |
| Maker | Not published | Stock Rover |
| Website | morningstar.com | stockrover.com |
| On portfolio management software | #19 of 81 | #3 of 81 |
Morningstar Investor: 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
Stock Rover: what it does well
- Screens with over 650 metrics and custom equations.
- Reports cover stocks, 7,400 ETFs, and 20,000 mutual funds.
- Portfolio analytics include performance, exposure, diversification, and risk.
- No installation is required; it runs in a browser.
- Trial requires no card and reverts to Free.
What to know first
- Trading cannot be executed through Stock Rover.
- Trial users cannot export tables to CSV.
- Trial reports and ratings access is limited.
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