stockportfolio.pro vs Morningstar Investor

Independent research platform with proprietary analyst ratings and fundamental analysis covering 600,000+ stocks, ETFs, and mutual funds globally. If you’re weighing Morningstar Investor, here’s an honest side-by-side. stockportfolio.pro is a calm, single-screen workflow for long-term investors — holdings, allocation, fundamentals and news in one place for £9/month with a 7-day free trial.

	stockportfolio.pro	Morningstar Investor
Geographic Coverage	US only (3,835 stocks); no international	Global: 600,000+ securities across US, Europe, Asia, emerging markets — a genuine strength
Analyst Research & Ratings	No analyst estimates; AI analysis grounded in SEC filings only	Proprietary independent analyst team; star ratings, Medalist ratings, fair-value estimates — a genuine strength
Historical Financial Depth	Up to 19 annual years + 48 quarters from SEC filings; deterministic, compliance-verified	Core fundamentals (balance sheet, P&L, cash flow) for listed companies; less depth explicitly detailed
Portfolio Tracking & Analysis	Holdings view, X-Ray (look-through P/E), filing-change alerts, 7-day free trial	Portfolio X-Ray, Stock Intersection tool, customizable watchlists, manual entry (no auto-linking)
Earnings Calls & Consensus Estimates	None; no earnings call transcripts, no analyst consensus	None; does not provide earnings call transcripts or consensus estimates
Best for	US stock research grounded in SEC filings; AI-assisted due diligence with sourced reasoning	Global fund/ETF research and long-term fundamental stock analysis using proprietary analyst ratings

Morningstar Investor pricing: $249/year (~$21/month; often $199 first year); $34.95/month monthly billing; 7-day free trial Prices change, so confirm on their site.

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