Side by side
Morningstar Investor vs PortfolioPilot
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.
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 InvestorPortfolioPilot combines multi-asset tracking, planning tools and portfolio analysis, with a free plan and a no-card premium trial. Investors seeking personalized investment advice need a subscription; the web app supports US and Canadian exchanges, not international securities.
Visit PortfolioPilotThe facts
| Morningstar Investor | PortfolioPilot | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Web |
| Lowest paid plan | Monthly: $34.95 a month | Gold: $240 a year |
| Plans published | 2 | 4 |
| Maker | Not published | PortfolioPilot |
| Website | morningstar.com | portfoliopilot.com |
| On portfolio management software | #19 of 81 | #13 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
PortfolioPilot: what it does well
- Tracks a wide range of financial and real estate assets
- Connects to more than 12,000 institutions
- Free plan includes unlimited net-worth tracking accounts
- Premium features have a 10-day trial without a credit card
- Supports PDF, CSV and Excel statement uploads
What to know first
- Personalized investment advice requires a subscription
- No dedicated iOS or Android app
- International securities are not yet supported
Alternatives to Morningstar Investor Alternatives to PortfolioPilot The whole list