# Morningstar Investor: price, free plan and what it does

Canonical: https://bestaistocktools.com/tools/morningstar-investor
Updated: 2026-11-09
Site: Best AI Stock Tools (https://bestaistocktools.com). Independent review site, run by one person. Not financial advice. Prices are dated and linked to their primary source; check the vendor before you buy.

## Quick answer

Morningstar Investor is an analyst research and ratings service made by Morningstar, Inc.: Morningstar's paid research subscription for individual investors; analyst reports, fair-value and moat ratings for stocks, fund ratings, a 200+ data-point screener and portfolio X-ray tools. It has no free plan, and paid plans start at $20.75 a month billed yearly, or $34.95 billed monthly (checked 2026-11-09).

## Key facts

| Fact | Value |
| --- | --- |
| Made by | Morningstar, Inc. |
| Website | https://www.morningstar.com/mm/investor/learn |
| Type | analyst research and ratings service |
| Founded | 1984 |
| Markets covered | US stocks, US mutual funds, US ETFs |
| Free plan | No (checked 2026-11-09) |
| Free trial | 7-day free trial (checked 2026-11-09). "Your free trial will end at 11:59 PM CT, seven days after your trial begins." One trial per person. Per the user agreement, the paid term starts automatically when the trial ends unless you cancel. |
| Cheapest paid plan | $20.75 a month billed yearly, or $34.95 billed monthly |

## Morningstar Investor pricing

Prices in USD.

| Plan | Monthly | Yearly | Per month, billed yearly | Checked | Source |
| --- | --- | --- | --- | --- | --- |
| Investor | $34.95 | $249.00 | $20.75 | 2026-11-09 | https://www.morningstar.com/mm/investor/learn |

## Morningstar Investor compared

- [Morningstar Investor vs Seeking Alpha Premium (2026): Which Research Subscription?](https://bestaistocktools.com/compare/morningstar-investor-vs-seeking-alpha-premium.md)

## Morningstar Investor alternatives

| Tool | Type | Free plan | Paid from | Checked | Link |
| --- | --- | --- | --- | --- | --- |
| Roic AI | AI stock research tool | Yes | $24.00/mo billed yearly | 2026-11-09 | https://bestaistocktools.com/tools/roic-ai.md |
| Seeking Alpha Premium | AI stock research tool | No | $24.92/mo billed yearly | 2026-11-08 | https://bestaistocktools.com/tools/seeking-alpha-premium.md |
| TipRanks | AI stock research tool | Yes | $30.00/mo billed yearly | 2026-11-09 | https://bestaistocktools.com/tools/tipranks.md |
| AltIndex | AI stock picker | Yes | $16.58/mo billed yearly | 2026-11-08 | https://bestaistocktools.com/tools/altindex.md |
| Danelfin | AI stock picker | Yes | $22.00/mo billed yearly | 2026-11-09 | https://bestaistocktools.com/tools/danelfin.md |

All alternatives: https://bestaistocktools.com/alternatives/morningstar-investor.md

## Morningstar Investor price history

- 2026-11-09: $249 a year or $34.95 a month after a 7-day free trial; prepaid time is non-refundable. Listed as analyst research and ratings, not AI. (source: https://www.morningstar.com/mm/investor/learn)

## Sources

- Morningstar Investor pricing — https://www.morningstar.com/mm/investor/learn — checked 2026-11-09
- Morningstar Investor free plan — https://www.morningstar.com/help-center/premium-and-portfolio-manager/premium-membership — checked 2026-11-09
- Morningstar Investor trial terms — https://www.morningstar.com/mm/investor/learn — checked 2026-11-09

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- [Morningstar Investor pricing](https://bestaistocktools.com/tools/morningstar-investor/pricing.md) — Plans, trial, refunds and verified discounts

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