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morningstar.com
Morningstar Investor
Visit morningstar.com ↗ What it costs
- 7.8 No. 6on Best Investment Portfolio Tracking Apps
- From $249/yr · 7-day trialprice, as published
- Oct 7, 2026read on
What Morningstar Investor costs
- Yearly $249 / year
- Monthly $34.95 / month
As morningstar.com publishes them, read Oct 7, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.
Its statement
- Free plan
- No
- Free trial
- Yes
- Runs on
- iPhone Android Web
- Facts on record
- 19
Facts we read
- Account linkingUsers can add holdings manually or import data from financial institutions where available. · morningstar.com, Oct 7, 2026
- AdviceMorningstar says Investor provides research and tools, not personalized financial advice or specific buy and sell recommendations. · morningstar.com, Oct 7, 2026
- Allocation analysisYes · morningstar.com, Sep 24, 2026
- Asset class coveragemulti_asset · morningstar.com, Sep 24, 2026
- AudienceMorningstar describes it as suited to individual investors, including DIY investors focused on long-term strategies. · morningstar.com, Oct 7, 2026
- Company historyMorningstar says Joe Mansueto established the company in Chicago in 1984. · morningstar.com, Oct 7, 2026
- Free accessMorningstar says Investor has no free tier. · morningstar.com, Oct 7, 2026
- Free planNo · morningstar.com, Sep 24, 2026
- Linked account securityMorningstar says ByAllAccounts encrypts personal user information whenever it is transmitted or stored. · morningstar.com, Oct 7, 2026
- Maximum portfolios25 · morningstar.com, Sep 24, 2026
- Mobile appMorningstar offers an Investor companion app, and registered Investor users can log in to access their existing accounts. · apps.apple.com, Oct 7, 2026
- Performance reportingYes · morningstar.com, Sep 24, 2026
- Portfolio limitFor 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, Oct 7, 2026
- ResearchThe service offers research and data on stocks, mutual funds, and ETFs, including ratings and analyst insights. · morningstar.com, Oct 7, 2026
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