Morningstar Investor · pricing
Morningstar Investor pricing: what you actually pay
By Christian Soren / Checked
How much does Morningstar Investor cost?
Morningstar Investor has one paid plan: Investor $34.95 a month or $249.00 a year. There is no free plan. Paying yearly saves up to 41% (Investor). Trial: 7-day free trial. Prices checked 9 Nov 2026.
Morningstar Investor is analyst research and ratings, not an AI stock picker: its fair-value and moat ratings come from Morningstar's own analysts and models. It is $249 a year or $34.95 a month after a 7-day free trial, and paid time is not refunded.
Morningstar Investor pricingchecked · source
| Plan | Monthly | Yearly | Per month, billed yearly |
|---|---|---|---|
| Investor | $34.95 | $249.00 | $20.75 |
Trial: 7-day free trial. "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.
Monthly or yearly?
Paying for a year up front is cheaper on every plan below. The catch: you're locked in for the year, so try the monthly plan (or the trial) first.
| Plan | 12 × monthly | Yearly | You save |
|---|---|---|---|
| Investor | $419.40 | $249.00 | $170.40 (41%) |
Trial, refunds and cancelling
- Free trial
- 7-day free trial. "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. morningstar.com,
- Refunds
- No refunds: "Pre-paid subscriptions are non-refundable." Cancel during the 7-day free trial and you pay nothing; cancel later and you keep access until the end of the term you paid for. morningstar.com,
- Cancelling
- Cancel online under My Account > Subscription > Cancel Subscription, by phone, or by emailing cancellation@morningstar.com. Plans renew automatically for the same term at the then-current price. Subscriptions bought through Apple in-app purchase can only be cancelled through Apple. Cancelling removes access to your portfolios, watchlists and saved screens (you can download portfolio data first). morningstar.com,
Morningstar Investor discounts and promo codes
I only list offers I can see on Morningstar Investor's own site. On there was none beyond the yearly saving above. Codes on coupon sites are often expired or made up, so I don't repeat them.
Black Friday: Not announced yet. No Black Friday offer on Morningstar Investor's page on November 9; it lists the regular $249 a year or $34.95 a month. (checked 9 Nov 2026). All Black Friday AI stock tool deals →
Outside the US, and API access
- Can I use Morningstar Investor outside the US?
- Screener and comparisons cover US-based securities (stocks, funds and ETFs), with more than 200 data points; analyst reports and commentary on thousands of securities. morningstar.com,
Morningstar Investor price historyAll changes →
- $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.
Morningstar Investor pricing FAQ
How much does Morningstar Investor cost?
Morningstar Investor has one paid plan: Investor $34.95 a month or $249.00 a year. There is no free plan. Paying yearly saves up to 41% (Investor). Trial: 7-day free trial. Prices checked 9 Nov 2026.
Does Morningstar Investor have a free trial?
7-day free trial. "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. (checked 9 Nov 2026)
Can I get a refund from Morningstar Investor?
No refunds: "Pre-paid subscriptions are non-refundable." Cancel during the 7-day free trial and you pay nothing; cancel later and you keep access until the end of the term you paid for. (checked 9 Nov 2026)
How do I cancel Morningstar Investor?
Cancel online under My Account > Subscription > Cancel Subscription, by phone, or by emailing cancellation@morningstar.com. Plans renew automatically for the same term at the then-current price. Subscriptions bought through Apple in-app purchase can only be cancelled through Apple. Cancelling removes access to your portfolios, watchlists and saved screens (you can download portfolio data first). (checked 9 Nov 2026)
Is Morningstar Investor an AI tool?
No, not as sold. Morningstar describes Investor as research, data and ratings from its independent analysts; the stock star rating compares price with Morningstar's fair-value estimate. The product page makes no AI claim (checked November 9, 2026).
Can I get a refund on Morningstar Investor?
No. Morningstar's user agreement says pre-paid subscriptions are non-refundable. Cancel within the 7-day free trial to avoid any charge; after that, cancelling stops the next renewal and you keep access until the paid term ends.
Is there a free version of Morningstar Investor?
No. Morningstar's help center says there is no free tier for Investor. Articles on morningstar.com are free, and there is a 7-day free trial (one per person).
Cite this page
Christian Soren. "Morningstar Investor pricing (2026): plans, trial, refunds and discounts." Best AI Stock Tools, updated November 9, 2026. https://bestaistocktools.com/tools/morningstar-investor/pricing
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