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Best Morningstar Office Alternatives in 2026

Updated

20 apps from portfolio management software ranked against Morningstar Office on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo7.4
    Morningstar Office vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo7.4
    Morningstar Office vs Snowball Analytics
  3. 3
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo7.4
    Morningstar Office vs Portfolio Performance
  4. 4
    Stock Rover Free plan AndroidiOSWebWin $2/mo7.4
    Morningstar Office vs Stock Rover
  5. 5
    Finary Free plan AndroidiOSMacWeb €4.58/mo7.3
    Morningstar Office vs Finary
  6. 6
    getquin Free plan AndroidiOSWeb €749.92/mo7.1
    Morningstar Office vs getquin
  7. 7
    BlackRock Aladdin apiWeb 7.0
    Morningstar Office vs BlackRock Aladdin
  8. 8
    rotki Free plan LinuxMacself-hostedWin €9/mo7.0
    Morningstar Office vs rotki
  9. 9
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo7.0
    Morningstar Office vs Wealthfolio
  10. 10
    Temenos Wealth Front Office apiself-hostedWeb 6.9
    Morningstar Office vs Temenos Wealth Front Office
  11. 11
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 6.9
    Morningstar Office vs CGI Wealth360 Portfolio Management
  12. 12
    Addepar AndroidapiiOSWeb 6.9
    Morningstar Office vs Addepar
  13. 13
    QPLIX AndroidapiiOSMacself-hosted 6.9
    Morningstar Office vs QPLIX
  14. 14
    Bloomberg AIM self-hosted 6.8
    Morningstar Office vs Bloomberg AIM
  15. 15
    SS&C Advent Geneva apiself-hostedWeb 6.8
    Morningstar Office vs SS&C Advent Geneva
  16. 16
    WealthSpectrum AndroidapiiOSself-hostedWeb 6.8
    Morningstar Office vs WealthSpectrum
  17. 17
    PortfolioPilot Free plan Web $20/mo6.8
    Morningstar Office vs PortfolioPilot
  18. 18
    Tamarac AndroidapiiOSWeb 6.7
    Morningstar Office vs Tamarac
  19. 19
    Advyzon AndroidiOSWeb 6.7
    Morningstar Office vs Advyzon
  20. 20
    Enfusion iOSLinuxMacWebWin 6.7
    Morningstar Office vs Enfusion

Morningstar Office alternatives compared

#AppScoreFree planFromRuns on
1Sharesight7.4Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics7.4Free plan$6.67/moAndroid, iOS, Web
3Portfolio Performance7.4Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
4Stock Rover7.4Free plan$2/moAndroid, iOS, Web, Windows
5Finary7.3Free plan€4.58/moAndroid, iOS, Mac, Web
6getquin7.1Free plan€749.92/moAndroid, iOS, Web
7BlackRock Aladdin7.0API, Web
8rotki7.0Free plan€9/moLinux, Mac, self-hosted, Windows
9Wealthfolio7.0Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
10Temenos Wealth Front Office6.9API, self-hosted, Web
11CGI Wealth360 Portfolio Management6.9Android, API, iOS, Web
12Addepar6.9Android, API, iOS, Web
13QPLIX6.9Android, API, iOS, Mac, self-hosted, Web, Windows
14Bloomberg AIM6.8self-hosted
15SS&C Advent Geneva6.8API, self-hosted, Web
16WealthSpectrum6.8Android, API, iOS, self-hosted, Web
17PortfolioPilot6.8Free plan$20/moWeb
18Tamarac6.7Android, API, iOS, Web
19Advyzon6.7Android, iOS, Web
20Enfusion6.7iOS, Linux, Mac, Web, Windows
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Questions about Morningstar Office alternatives

What is the best alternative to Morningstar Office?

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 Office?

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.