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SPECIFICTION
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Morningstar Investor vs YCharts

Morningstar Investor

morningstar.com

YCharts

ycharts.com

Side by side

FigureMorningstar InvestorYCharts
Price from$20.75/mo$200/mo
Free plan——
Free trialYesYes
Open source——
WebYesYes
Windows—Yes
iOSYes—
AndroidYes—
Plans published29
Spec score · Equity Research Platforms8.3 (#4)7.3 (#12)
Company historyMorningstar says Joe Mansueto established the company in Chicago in 1984.YCharts says it was founded in 2009 and launched in Chicago and New York City.
PurposeMorningstar Investor is an online subscription platform for researching investments, tracking portfolios, and making long-term financial decisions.YCharts describes itself as an investment research and client communication platform for financial professionals.
SupportMorningstar lists Investor support at +1 312 424-4288 and [email protected].YCharts offers customer support by phone, email, chat, and account specialists, with dedicated account manager/live chat listed for Presenter.

Plans

Morningstar Investor

  • Yearly$249 a year
  • Monthly$34.95 a month

Morningstar Investor pricing →

YCharts

  • AnalystPriced on request
  • Analyst additional seatPriced on request
  • PresenterPriced on request
  • Presenter additional seatPriced on request
  • ProfessionalPriced on request
  • Professional additional seatPriced on request
  • Presenter$2,400 a year
  • Analyst$3,000 a year
  • Professional$6,300 a year

YCharts pricing →

In their own words

Morningstar Investor

Morningstar Investor has no write-up on Specifiction yet; its figures are above.

Visit morningstar.com

YCharts

YCharts has no write-up on Specifiction yet; its figures are above.

Visit ycharts.com