It offers a wide range of tools and features in a user-friendly interface. The free service includes portfolio tracking, analysis, retirement planning, and budgeting tools. Brian Nelson is a former Certified Financial Planner who loved using the investor professional version to build portfolios of stocks and mutual funds. He writes for the Finance Gourmet and other financial publications. The material provided on this website is for informational use only and is not intended for financial or investment advice.

Morningstar Subscription Cost

Like a lot of companies, Morningstar honors military members by providing them with discounts as a thank you for their service. Right now, students can save 90% on their first year of annual membership. We especially like the option to create multiple portfolios because it provides the opportunity to look at your total portfolio from different angles. Yes, you can cancel your Morningstar Premium membership through the “My Account” section by selecting “Cancel Subscription.” Access to Premium features remains until the end of the billing cycle. If you cancel before the renewal date, Morningstar issues a prorated refund to your credit card within three to five business days.

Analyst Reports

• Fidelity Full View offers a unified view of your financial situation across multiple institutions.
• The cost increases to $34.95 per month if you choose to pay monthly, increasing the total price from $249 to $419.40.
• However, these ratings should not be used as a sole determining factor while making an investment.
• Star ratings are a quick and easy way to see how an ETF or fund performed respective to its peers.
• Each fund or ETF receives a rank from one to five stars that investors can use to evaluate its standing at a glance, compared to similar assets.
• Here’s our overview and comparison of the best Morningstar discount codes with links to help you take advantage of them.

Morningstar website stock screeners offer a way to find investment opportunities and narrow your choices. These include Morningstar coupon codes for everyday investors, as well as additional savings for students, teachers, and military service members. Students include full/part-time college students, post-secondary / trade-school students, all high-school students 16 and older, and high-school students accepted into a college (U.S. only).

Best Stock Newsletter under $500

Its proprietary ratings on mutual funds and objective, data-driven analysis are heavily relied on throughout the industry. Many individuals exploring investment choices depend on external ratings, like those provided by Morningstar, for an easy comparison of investment opportunities. An often-overlooked aspect when choosing an investment research service is the user experience and ease of use of the platform.

• If you don’t know whether Morningstar Premium is for you, you can try it free for two weeks.
• Keep reading to find out what makes it so great and why I think it’s worth every penny.
• This information, plus the ability to build and manage a portfolio, is a huge blessing.
• Morningstar has a free app that allows you to view your portfolio(s) when you’re away from your computer.

Best Stock Research Websites & Tools (

You can create watchlists to keep an eye on potential investments or sectors that interest you. Watchlists are useful if you want to track investment ideas or securities that aren’t already in your portfolio. Get ready to learn about the best Morningstar discount codes and why we think they’re worth using to get access to Morningstar’s research and investment analysis tools. Morningstar’s, advanced service, now under the banner “Morningstar Investor”, provides in-depth evaluations for stocks, ETFs, and funds. The investor’s role is to sift through these insights and assess if the investment holds promise. Every fund with a track record of three years gets rated between one star (the minimum) and five stars (the maximum).

Find your next best investment

Morningstar views investment ideas as just one component of an investor’s financial picture. As such, its features include portfolio optimization tools and other resources. Morningstar is, above all, a learning platform where investors at any level can educate themselves about the stock market and identify investments to add how to get morningstar premium for free to their portfolios.

To keep RobBerger.com running, we work with partners who compensate us. This means we may earn money when you click links or sign up for products mentioned on our site. This compensation may affect how, where, and in what order offers appear, but it does not affect our recommendations or reviews.

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It’s also one of the top investment research firms in the country. If you don’t know whether Morningstar Premium is for you, you can try it free for two weeks. The free 14-day trial option allows you to test out the platform before committing to a purchase.

There’s an expectation when starting Morningstar even for the first time that you’re familiar with the terminology and have an investment strategy in mind. New and experienced traders alike can benefit from the extensive services that Morningstar Premium has to offer. The service’s fundamental approach to investing and streamlined user interface appeal to a vast number of people. These apps see regular updates but don’t carry nearly the same functionality you’ll get when you’re on the website. Still, it’s a great tool for checking your current portfolio and watchlists when you’re not at a computer.

Best Morningstar Discount Offers & Promo Codes for 2025

As we mentioned earlier in this Morningstar review, these calculations serve to anticipate a fund’s movement for the coming month. However, keep in mind that rankings always come from the previous month’s successes or failures. Morningstar groups its articles by categories so you can easily find what you need.

They use this information to determine the stock’s ‘fair market value.’ From there, you can compare the asset’s current price with Morningstar’s fair value to decide whether it’s a buy. Star ratings are calculated at the end of every month on funds with a track record of more than three years. They don’t provide live chat support, but users can contact support via email and phone.

And if you’re looking for the best stock picking service that provides a couple stock picks each month with home-run potential, I always recommend Motley Fool Stock Advisor. Morningstar Investor offers a variety of planning tools, such as tax planning, personal finance, retirement savings, and saving for college. Within each of these topics, the company hosts a series of educational articles to aid in your planning process. Many investors pay their financial advisors hefty fees for portfolio insights just like this. With Morningstar Investor, you can get the exact same information for a fraction of the cost.