Morningstar Investor

7.5easy start · #30of 81
in Portfolio Management Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $20.75/mo.

Morningstar Investor is ranked #30 of 81 in portfolio management software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $20.75/mo.

Morningstar Investor plans and pricing

All plans

Yearly $249/yr $249 yearly Annual membership morningstar.com · 7 Oct 2026

Monthly $34.95/mo $34.95 monthly Monthly membership morningstar.com · 7 Oct 2026

Compared on portfolio management software

Free plan: No
Asset class coverage: multi_asset
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes
Maximum portfolios: 25 portfolios

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The record

Purpose: Morningstar Investor is an online subscription platform for researching investments, tracking portfolios, and making long-term financial decisions.
Audience: Morningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies.
Research: The service offers research and data on stocks, mutual funds, and ETFs, including ratings and analyst insights.
Tools: Its tools include investment screeners, portfolio tracking and analysis, watchlists, and monitoring tools.
Account linking: Users can add holdings manually or import data from financial institutions where available.
Linked account security: Morningstar says ByAllAccounts encrypts personal user information whenever it is transmitted or stored.
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.
Advice: Morningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations.
Mobile app: Morningstar offers an Investor companion app, and registered Investor users can log in to access their existing accounts.
Support: Morningstar lists Investor support at +1 312 424-4288 and [email protected].
Free access: Morningstar says Investor has no free tier.
Trial condition: The seven-day trial is not available again to users who have already taken a Morningstar Investor trial.
Company history: Morningstar says Joe Mansueto established the company in Chicago in 1984.
Price from: $20.75/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#30 of 81

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Sources

morningstar.com/investor-in-action/investor-faq· checked 7 Oct 2026
morningstar.com/help-center/portfolio/link-account· checked 7 Oct 2026
morningstar.com/help-center/portfolio/manually-added-ho· checked 7 Oct 2026
apps.apple.com/us/app/morningstar-investor/id310716163· checked 7 Oct 2026
morningstar.com/company/contact-us· checked 7 Oct 2026
morningstar.com/help-center/premium-and-portfolio-manag· checked 7 Oct 2026
morningstar.com/mm/· checked 7 Oct 2026
morningstar.com/company/history· checked 7 Oct 2026