Morningstar Investor
The facts below are what the maker publishes about Morningstar Investor, checked and dated. Our editors have not written about it yet.
Plans and prices
From Morningstar Investor's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Yearly | $249 a year | Annual membership · $249 yearly |
| Monthly | $34.95 a month | Monthly membership · $34.95 monthly |
The facts
Each one read from Morningstar Investor's own pages, with the date it was checked.
What it does
- Account linking
- Users can add holdings manually or import data from financial institutions where available.checked 7 Oct 2026
- Advice
- Morningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations.checked 7 Oct 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- Asset class coverage
- multi_assetchecked 24 Sep 2026
- Audience
- Morningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies.checked 7 Oct 2026
- Linked account security
- Morningstar says ByAllAccounts encrypts personal user information whenever it is transmitted or stored.checked 7 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 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.checked 7 Oct 2026
- Purpose
- Morningstar Investor is an online subscription platform for researching investments, tracking portfolios, and making long-term financial decisions.checked 7 Oct 2026
- Research
- The service offers research and data on stocks, mutual funds, and ETFs, including ratings and analyst insights.checked 7 Oct 2026
- Risk analysis
- Yeschecked 24 Sep 2026
- Support
- Morningstar lists Investor support at +1 312 424-4288 and [email protected].checked 7 Oct 2026
- Tools
- Its tools include investment screeners, portfolio tracking and analysis, watchlists, and monitoring tools.checked 7 Oct 2026
The company
- Company history
- Morningstar says Joe Mansueto established the company in Chicago in 1984.checked 7 Oct 2026
Money
- Free access
- Morningstar says Investor has no free tier.checked 7 Oct 2026
- Free plan
- Nochecked 24 Sep 2026
- Trial condition
- The seven-day trial is not available again to users who have already taken a Morningstar Investor trial.checked 7 Oct 2026
Where it runs
- Maximum portfolios
- 25checked 24 Sep 2026
- Mobile app
- Morningstar offers an Investor companion app, and registered Investor users can log in to access their existing accounts.checked 7 Oct 2026
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