# Morningstar Investor pricing: plans, trial, refunds and discounts

Canonical: https://bestaistocktools.com/tools/morningstar-investor/pricing
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 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 2026-11-09.

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.

## Plans

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 |

## Monthly or yearly

| Plan | 12 x monthly | Yearly | Saved |
| --- | --- | --- | --- |
| Investor | $419.40 | $249.00 | $170.40 (41%) |

## Trial, refunds and cancelling

- 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. (source: https://www.morningstar.com/mm/investor/learn, checked 2026-11-09)
- 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. (source: https://www.morningstar.com/user-agreement, checked 2026-11-09)
- 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). (source: https://www.morningstar.com/help-center/manage-account/cancel-subscription, checked 2026-11-09)

## Discounts and promo codes

No offer on Morningstar Investor's own site beyond the yearly saving, as of 2026-11-09. Coupon-site codes are not listed.

## 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. (source: https://www.morningstar.com/mm/investor/learn, checked 2026-11-09). All deals: https://bestaistocktools.com/deals/black-friday-ai-stock-tools.md

## 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. (source: https://www.morningstar.com/mm/investor/learn, checked 2026-11-09)

## 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.

## FAQ

### 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).

## Related

### More

- [Morningstar Investor](https://bestaistocktools.com/tools/morningstar-investor.md) — 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.
- [Every AI stock tool price](https://bestaistocktools.com/data/prices)
- [Black Friday AI stock tool deals](https://bestaistocktools.com/deals/black-friday-ai-stock-tools.md)