Side by side
Morningstar Investor vs Sharesight
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 AndroidAPIiPhone+1
Sharesight brings investment tracking, dividend updates, and reporting into one portfolio service, with a free tier for a small portfolio. It does not handle transactions or custody, and some tasks require the desktop platform.
Visit SharesightThe facts
| Morningstar Investor | Sharesight | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Android, API, iPhone, Web |
| Lowest paid plan | Monthly: $34.95 a month | Starter: $7 a month |
| Plans published | 2 | 13 |
| Maker | Not published | Sharesight |
| Website | morningstar.com | sharesight.com |
| On portfolio management software | #19 of 81 | #1 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
Sharesight: what it does well
- Supports stocks, ETFs, funds, precious metals, and unlisted investments.
- Imports trades from more than 200 global brokers.
- Automatically updates dividends, reinvestment plans, and share splits.
- Portfolio sharing is included across all plans.
- Free plan includes one portfolio and 10 holdings.
What to know first
- Free plan is limited to one portfolio and 10 holdings.
- Trade editing and report generation require the desktop platform.
- It does not support depositing, holding, or transferring securities.
- Xero integration is limited to Standard and Premium plans.
Alternatives to Morningstar Investor Alternatives to Sharesight The whole list