Side by side
Morningstar Investor vs Portfolio Visualizer
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.
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 Investor Free plan Web
Portfolio Visualizer brings backtesting, screening, and allocation analysis into one web service. Its free tier covers smaller analyses, while larger portfolios and additional plan features require paid annual billing.
Visit Portfolio VisualizerThe facts
| Morningstar Investor | Portfolio Visualizer | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Web |
| Lowest paid plan | Yearly: $249 a year | Basic: $30 a month |
| Plans published | 2 | 3 |
| Maker | Not published | Not published |
| Website | morningstar.com | portfoliovisualizer.com |
| On portfolio management software | #19 of 81 | #15 of 81 |
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
Portfolio Visualizer: what it does well
- Backtests mutual funds, ETFs, and stocks
- Compares up to three portfolios with benchmarks
- Includes Monte Carlo and optimization tools
- Fund screener provides performance and risk statistics
- Free tier requires no login
What to know first
- Free tier supports only up to 15 assets
- Free history is limited
- Free tier excludes current month-to-date results
- Paid plans are billed annually
Alternatives to Morningstar Investor Alternatives to Portfolio Visualizer The whole list