Morningstar Investor

Spec sheet

Purpose

Morningstar Investor is an online subscription platform for researching investments, tracking portfolios, and making long-term financial decisions.Read 7 Oct 2026 · morningstar.com

Audience

Morningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies.Read 7 Oct 2026 · morningstar.com

Free plan

NoRead 24 Sep 2026 · morningstar.com

Support

Morningstar lists Investor support at +1 312 424-4288 and [email protected].Read 7 Oct 2026 · morningstar.com

Account linking

Users can add holdings manually or import data from financial institutions where available.Read 7 Oct 2026 · morningstar.com

Advice

Morningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations.Read 7 Oct 2026 · morningstar.com

Allocation analysis

YesRead 24 Sep 2026 · morningstar.com

Asset class coverage

multi_assetRead 24 Sep 2026 · morningstar.com

Company history

Morningstar says Joe Mansueto established the company in Chicago in 1984.Read 7 Oct 2026 · morningstar.com

Free access

Morningstar says Investor has no free tier.Read 7 Oct 2026 · morningstar.com

Linked account security

Morningstar says ByAllAccounts encrypts personal user information whenever it is transmitted or stored.Read 7 Oct 2026 · morningstar.com

Maximum portfolios

25Read 24 Sep 2026 · morningstar.com

Mobile app

Morningstar offers an Investor companion app, and registered Investor users can log in to access their existing accounts.Read 7 Oct 2026 · apps.apple.com

Performance reporting

YesRead 24 Sep 2026 · morningstar.com

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.Read 7 Oct 2026 · morningstar.com

Research

The service offers research and data on stocks, mutual funds, and ETFs, including ratings and analyst insights.Read 7 Oct 2026 · morningstar.com

Risk analysis

YesRead 24 Sep 2026 · morningstar.com

Tools

Its tools include investment screeners, portfolio tracking and analysis, watchlists, and monitoring tools.Read 7 Oct 2026 · morningstar.com

Trial condition

The seven-day trial is not available again to users who have already taken a Morningstar Investor trial.Read 7 Oct 2026 · morningstar.com

Plans and prices

Every Morningstar Investor plan and price →

Where Specifiction places it

• Equity Research Platforms#2 of 548.3
• Portfolio Management Software#15 of 818.4
• Investment Tools#8 of 178.4