Best Morningstar Investor Alternatives in 2026
Updated
20 apps from portfolio management software ranked against Morningstar Investor on the same published basis.
- 1Morningstar Investor vs Sharesight
- 2Morningstar Investor vs Snowball Analytics
- 3Morningstar Investor vs Portfolio Performance
- 4Morningstar Investor vs Stock Rover
- 5Morningstar Investor vs Finary
- 6Morningstar Investor vs getquin
- 7Morningstar Investor vs BlackRock Aladdin
- 8Morningstar Investor vs rotki
- 9Morningstar Investor vs Wealthfolio
- 10Morningstar Investor vs Temenos Wealth Front Office
- 11Morningstar Investor vs CGI Wealth360 Portfolio Management
- 12Morningstar Investor vs Addepar
- 13Morningstar Investor vs QPLIX
- 14Morningstar Investor vs Bloomberg AIM
- 15Morningstar Investor vs SS&C Advent Geneva
- 16Morningstar Investor vs Tamarac
- 17Morningstar Investor vs WealthSpectrum
- 18Morningstar Investor vs PortfolioPilot
- 19Morningstar Investor vs SimCorp One
- 20Morningstar Investor vs Advyzon
Morningstar Investor alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Sharesight | 7.4 | Free plan | $7/mo | Android, API, iOS, Web |
| 2 | Snowball Analytics | 7.4 | Free plan | $6.67/mo | Android, iOS, Web |
| 3 | Portfolio Performance | 7.4 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 4 | Stock Rover | 7.4 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 5 | Finary | 7.3 | Free plan | €4.58/mo | Android, iOS, Mac, Web |
| 6 | getquin | 7.1 | Free plan | €749.92/mo | Android, iOS, Web |
| 7 | BlackRock Aladdin | 7.0 | API, Web | ||
| 8 | rotki | 7.0 | Free plan | €9/mo | Linux, Mac, self-hosted, Windows |
| 9 | Wealthfolio | 7.0 | Free plan | $2.99/mo | iOS, Linux, Mac, self-hosted, Web, Windows |
| 10 | Temenos Wealth Front Office | 6.9 | API, self-hosted, Web | ||
| 11 | CGI Wealth360 Portfolio Management | 6.9 | Android, API, iOS, Web | ||
| 12 | Addepar | 6.9 | Android, API, iOS, Web | ||
| 13 | QPLIX | 6.9 | Android, API, iOS, Mac, self-hosted, Web, Windows | ||
| 14 | Bloomberg AIM | 6.8 | self-hosted | ||
| 15 | SS&C Advent Geneva | 6.8 | API, self-hosted, Web | ||
| 16 | Tamarac | 6.8 | Android, API, iOS, Web | ||
| 17 | WealthSpectrum | 6.8 | Android, API, iOS, self-hosted, Web | ||
| 18 | PortfolioPilot | 6.8 | Free plan | $20/mo | Web |
| 19 | SimCorp One | 6.7 | |||
| 20 | Advyzon | 6.7 | Android, iOS, Web |
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Questions about Morningstar Investor alternatives
What is the best alternative to Morningstar Investor?
Sharesight, number 1 in portfolio management software with a score of 7.4 out of 10. The others here: Snowball Analytics, Portfolio Performance, Stock Rover and 16 more.
What is the best free alternative to Morningstar Investor?
Sharesight is the best-ranked alternative with a free plan. 9 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.