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On the recordRead 7 Oct 202619 facts
Morningstar Investor
Plans and prices
Yearly
$249a year
Annual membership
Read 7 Oct 2026 · morningstar.com
Monthly
$34.95a month
Monthly membership
Read 7 Oct 2026 · morningstar.com
On the record
- Account linking
- Users can add holdings manually or import data from financial institutions where available.morningstar.com · read 7 Oct 2026
- Advice
- Morningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations.morningstar.com · read 7 Oct 2026
- Allocation analysis
- Yesmorningstar.com · read 24 Sep 2026
- Asset class coverage
- multi_assetmorningstar.com · read 24 Sep 2026
- Audience
- Morningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies.morningstar.com · read 7 Oct 2026
- Company history
- Morningstar says Joe Mansueto established the company in Chicago in 1984.morningstar.com · read 7 Oct 2026
- Free access
- Morningstar says Investor has no free tier.morningstar.com · read 7 Oct 2026
- Linked account security
- Morningstar says ByAllAccounts encrypts personal user information whenever it is transmitted or stored.morningstar.com · read 7 Oct 2026
- Maximum portfolios
- 25morningstar.com · read 24 Sep 2026
- Mobile app
- Morningstar offers an Investor companion app, and registered Investor users can log in to access their existing accounts.apps.apple.com · read 7 Oct 2026
- Performance reporting
- Yesmorningstar.com · read 24 Sep 2026
- Portfolio limit
- For linked accounts, cost basis is not included, so portfolio-level performance does not appear; manually added or imported holdings can support performance analysis.morningstar.com · read 7 Oct 2026
- Purpose
- Morningstar Investor is an online subscription platform for researching investments, tracking portfolios, and making long-term financial decisions.morningstar.com · read 7 Oct 2026
- Research
- The service offers research and data on stocks, mutual funds, and ETFs, including ratings and analyst insights.morningstar.com · read 7 Oct 2026
- Risk analysis
- Yesmorningstar.com · read 24 Sep 2026
- Support
- Morningstar lists Investor support at +1 312 424-4288 and [email protected].morningstar.com · read 7 Oct 2026
- Tools
- Its tools include investment screeners, portfolio tracking and analysis, watchlists, and monitoring tools.morningstar.com · read 7 Oct 2026
- Trial condition
- The seven-day trial is not available again to users who have already taken a Morningstar Investor trial.morningstar.com · read 7 Oct 2026
