Investingly vs Morningstar Investor
Morningstar Investor is Morningstar's paid research service for individual investors: analyst ratings, fair values, fund ratings and portfolio tools. Here's how the two compare, including where Morningstar Investor is the better pick.
Prices and features checked October 6, 2026The short answer
Morningstar Investor gives you Morningstar's own analysts and fund ratings. Investingly gives you the tools to value a company yourself, plus superinvestor and insider data and AI research, for $30 a month against $34.95.
Side by side
Prices in US dollars, per month unless shown otherwise.
| Investingly | Morningstar Investor | |
|---|---|---|
| Monthly price | $30 | $34.95 |
| Yearly price | $200 ($16.67/mo) | $249 |
| Free plan | Yes: 1 watchlist, 3 price alerts, 5 screener filters, 5 AI questions | Free articles and data on morningstar.com |
| Free trial | 7 days of Pro, no card | 7 days, card required |
| Coverage | US-listed companies (SEC filers), incl. foreign companies listed in the US | Stocks, funds and ETFs |
| Financial statements | From SEC filings, 15+ years; revenue by segment, product and region | Yes |
| Valuation models | Reverse DCF, DCF, IRR and comparables | Analyst fair value, star rating, economic moat |
| Superinvestor 13F portfolios | 80 investors, quarter-by-quarter buys and sells | Not listed* |
| Insider buying | Daily feed of open-market purchases (Form 4) | Not listed* |
| Alerts | Buy/sell targets by email; new filings, insider buys and 13F moves | Rating-change alerts |
| AI research | Bring your own Claude or ChatGPT key | Not listed* |
| Mobile | Works in the phone browser (no app) | Not listed* |
* Not listed: we didn't find it on Morningstar Investor's pricing or feature pages when we checked. It may exist; check their site.
Where each one is stronger
No tool is best at everything.
Morningstar Investor is stronger at
- Independent analyst research: fair values, moat ratings and star ratings.
- Ratings for mutual funds and ETFs.
- Portfolio X-Ray to see overlap and exposure across funds.
Investingly is stronger at
- $30 a month against $34.95.
- Run your own reverse DCF, DCF and IRR instead of relying on one analyst's fair value.
- 13F portfolios of 80 superinvestors and a daily insider-buying feed.
- AI research with your own key.
Which one should you pick?
Pick Morningstar Investor if
You invest mostly through funds, or want an analyst's fair value and moat rating.
Pick Investingly if
You pick individual US stocks and want to form your own view of value.
Questions
Is Investingly a good Morningstar Investor alternative?
Investingly is the better fit if you pick individual US stocks and want to form your own view of value. Morningstar Investor is the better fit if you invest mostly through funds, or want an analyst's fair value and moat rating.
How much does Morningstar Investor cost compared with Investingly?
Morningstar Investor: $34.95 a month; yearly: $249. Investingly is $30 a month or $200 a year, with every tool included. Prices checked October 6, 2026.
Can I try Investingly for free?
Yes. Every new account gets 7 days of Pro with no card, then stays on the Free plan unless you upgrade.
Sources
Read on October 6, 2026. Prices change; the links show the current ones.