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Morningstar Investor vs Stock Rover

Stock Rover

8.2#1 in equity research platformsFrom $24 a month
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What both publish

FactMorningstar InvestorStock Rover
Allocation analysisYesYes
Asset class coveragemulti_assetmulti_asset
AudienceMorningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies.Stock Rover says it is designed for individual investors while also providing the power needed by financial professionals.
Free planNoYes
Maximum portfolios2515
Performance reportingYesYes
Risk analysisYesYes
SupportMorningstar lists Investor support at +1 312 424-4288 and [email protected].Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options.

Morningstar Investor plans

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

Stock Rover plans

  • FreeFree
  • Premium$348 a year
  • Premium Plus$588 a year
  • Ultimate$948 a year
  • Ultimate Pro$1,788 a year
  • Premium$24 a month

Pick Morningstar Investor if…

You want what its maker publishes above — check its page for the details.

Pick Stock Rover if…

Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.

Charts they share