If you’ve ever gone looking for an investment research platform, you know that there are many out there.
But which one’s the best, and can you save money to make a subscription more affordable?
Yes!
Morningstar is one of the most respected investment research platforms, and we’re here to give you the best Morningstar discount codes to help you get access to the research you need without breaking the bank.
The good news for investors is that Morningstar promo codes are readily available. We have several just for you!
These include discount codes for everyday investors, as well as additional savings for students, teachers, and military service members.
You can’t get Morningstar Investor for free, but you can get a discounted price.
So, let’s get into it! 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.
Why Should You Subscribe to Morningstar Investor?
Let’s start with a quick overview of Morningstar Investor and why we think it’s worthwhile to subscribe.
Morningstar Investor is the premium product from Morningstar, a respected investment research company.
FIrst founded in 1984, it’s a company that has grown steadily through the years by acquiring analysis and credit rating companies, among other things.
Morningstar Investor isn’t a broker, so it isn’t registered with the SEC or a member of FINRA. They have a subsidiary, Morningstar Investment Management, that falls under SEC regulation and is a FINRA member.
Morningstar Investor Features
What will you get if you become a Morningstar Investor subscriber?
Access to a whole host of useful investment research, analysis, and monitoring tools – that’s what!
Here are the most important features to help you decide if Morningstar Investor is right for you.
Pro Tip:
Get $50 off your first year, a 90% student discount, 60% off as a teacher, or your $75 military discount with Morningstar today!
Portfolio Management Tools
You may not be able to trade stocks, ETFs, and other assets with Morningstar Investor, but you can create up to 25 portfolios to take advantage of their monitoring tools.
You can:
Create custom views to monitor investments based on whatever criteria you choose: asset class, industry, market cap, etc.
Get up-to-the-minute prices and market news for items in your portfolio.
Keep an eye on your asset allocation to make sure you’re not taking unnecessary risks.
Use their Portfolio X-Ray tool to gain insights into your investments.
We especially like the option to create multiple portfolios because it provides the opportunity to look at your total portfolio from different angles.
Watchlists
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.
With Morningstar Investor, you can create as many watchlists as you want. All you need is the company name or ticker.
Pro Tip:
Get $50 off your first year, a 90% student discount, 60% off as a teacher, or your $75 military discount with Morningstar today!
Screeners
Morningstar screeners offer a way to find investment opportunities and narrow your choices.
You can use a ton of different metrics and filters to identify potential assets to buy, including:
Industry
Sector
Market capitalization
Morningstar ratings
Valuation
Profitability
Dividends
While you can’t create custom screeners to save, you can download any screener after you’ve implemented filters, so you can refer back to it later.
Charting
Morningstar charts are functional, but it’s definitely not their best feature.
You can chart one or multiple securities, but Morningstar lacks some of the more in-depth charting features that you might find on some other investment research services. For example, the only real option is a line chart, but you can’t create a candlestick chart or any of the other popular analysis charts.
Newsfeed
Morningstar Investor has a very nice newsfeed feature where you can see an overview of the US and global markets.
Beneath the general overview, you’ll find relevant news and commentary, charts by sector, and other useful analysis. There’s a market movers list on the page, too.
Pro Tip:
Get $50 off your first year, a 90% student discount, 60% off as a teacher, or your $75 military discount with Morningstar today!
How Much Does Morningstar Investor Usually Cost?
By now, you’re probably asking yourself how much Morningstar Investor usually costs.
It’s in line with what a lot of other investment research platforms charge: $249 per year.
That works out to just over $20.75 per month if you pay annually.
The cost increases to $34.95 per month if you choose to pay monthly, increasing the total price from $249 to $419.40.
That means you’ll pay more than 68% more if you don’t pay annually.
We recognize that $249 might seem like a steep price, but the good news is that if you keep reading, you’ll get the best Morningstar discount codes around.
What Morningstar Discount Codes Are Available?
The good news for you is that we’ve got Morningstar promo codes that you can use right now to get Morningstar Investor for significantly less money than the full price.
Morningstar Investor Discount: Annual Membership
No matter who you are or what you do, you can save money if you’re a first-time Morningstar Investor subscriber.
The current Morningstar discount offers new subscribers $50 off an annual subscription.
That takes the annual cost of $249 down to just $199, making it a more affordable way to pay annually.
Morningstar Investor Discount for Students
Morningstar is, above all, a learning platform where investors at any level can educate themselves about the stock market and identify investments to add to their portfolios.
It’s no surprise that there’s a generous student discount.
Right now, students can save 90% on their first year of annual membership.
That means instead of paying $249, students can get a full-year membership for just $24.90!
That’s a price that’s manageable even within a tight student budget.
Morningstar Investor Discount for Teachers
Just like students, teachers get a generous discount on Morningstar Investor.
The current promotion offers teachers a 60% discount on an annual membership.
That brings the annual cost down from $249 to $99.60, a great deal.
Morningstar Investor Military Discount
Like a lot of companies, Morningstar honors military members by providing them with discounts as a thank you for their service.
The current discount for military members is $75 off their first year of Morningstar Investor.
That means the cost for the first-year of membership is just $174.
Tips to Maximize Your Savings with Morningstar Investor
Getting a discount off your Morningstar Investor membership is great, but what else can you do to make the most of what you pay for?
Here are some tips.
Take advantage of the 7-day free trial. Not everybody is going to find Morningstar Investor to be the right fit for them. Starting with a 7-day free trial is the best way we know to familiarize yourself with the features and decide if you want to become a member.
Choose the most generous discount code that applies to you. If you’re a student, you’ll definitely want to take advantage of that 90% discount and not the $50 discount that’s available to all new members.
Pay annually. As we’ve already noted, the cost if you pay annually is significantly lower than it would be if you chose the monthly option. The Morningstar discounts we’ve included here all apply to annual membership costs.
Use Morningstar’s features to help you build and/or add to your portfolio. Portfolio views and other features can help you avoid unnecessary risk. Screeners and watchlists are useful if you need a bit of help choosing your investments.
Pay attention to Morningstar ratings. These can help you find highly-rated stocks that Morningstar projects will perform well.
Keep an eye on the Best Investments page (pictured above) for information and analysis of what Morningstar considers to be the smartest investment picks.
These tips will help you save money up front and make full and effective use of Morningstar Investor’s features.
Summary
Here’s our overview and comparison of the best Morningstar discount codes with links to help you take advantage of them.
Clicking any one of the links above will redirect you to the best Morningstar promo page, making it easy for you to grab your discount now!
For even more information about Morningstar Investor, read our complete Morningstar Investor review.
