Side by side
BlackRock Aladdin vs Morningstar Investor
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid APIWeb
Aladdin brings portfolio management workflows and risk analysis into a shared platform for professional and institutional users. Contact BlackRock or an Aladdin Relationship Management representative for pricing and service details.
Visit BlackRock Aladdin Free trial AndroidiPhoneWeb
Morningstar Investor brings investment research and portfolio analysis together across web and mobile platforms. Its paid memberships include a seven-day trial for eligible users, but it does not provide personalized trade recommendations.
Visit Morningstar InvestorThe facts
| BlackRock Aladdin | Morningstar Investor | |
|---|---|---|
| Free plan | Not published | A free trial |
| Open source | Not published | Not published |
| Runs on | API, Web | Android, iPhone, Web |
| Lowest paid plan | Free or on request | Monthly: $34.95 a month |
| Plans published | 1 | 2 |
| Maker | Not published | Not published |
| Website | blackrock.com | morningstar.com |
| On portfolio management software | #29 of 81 | #19 of 81 |
BlackRock Aladdin: what it does well
- Whole-portfolio view spans public and private markets
- Risk analysis covers risk and returns across asset classes
- Supports portfolio building, performance, operations, and accounting
- Native integrations include trading platforms and data providers
What to know first
- Pricing is available on request
- No free tier is stated
- No trial or refund policy is stated
- Functionality or service components may change without advance notice
Morningstar Investor: what it does well
- Covers stocks, mutual funds, and ETFs
- Includes portfolio and risk analysis
- Supports up to 25 portfolios
- Available on web, iOS, and Android
- Offers screeners and watchlists
What to know first
- No free tier
- Linked accounts lack cost basis
- Portfolio-level performance may not appear for linked accounts
- Trial is unavailable to previous trial users
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