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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/mo8.4
    Morningstar Office vs Sharesight
  2. 2
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.4
    Morningstar Office vs Stock Rover
  3. 3
    BlackRock Aladdin apiWeb 8.3
    Morningstar Office vs BlackRock Aladdin
  4. 4
    QPLIX AndroidapiiOSMacself-hosted 8.3
    Morningstar Office vs QPLIX
  5. 5
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.3
    Morningstar Office vs Portfolio Performance
  6. 6
    Temenos Wealth Front Office apiself-hostedWeb 8.2
    Morningstar Office vs Temenos Wealth Front Office
  7. 7
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.2
    Morningstar Office vs CGI Wealth360 Portfolio Management
  8. 8
    Addepar AndroidapiiOSWeb 8.2
    Morningstar Office vs Addepar
  9. 9
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.2
    Morningstar Office vs Snowball Analytics
  10. 11
    Black Diamond Wealth Solutions AndroidapiiOSWeb 8.1
    Morningstar Office vs Black Diamond Wealth Solutions
  11. 12
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo8.1
    Morningstar Office vs FundCount
  12. 13
    Bloomberg AIM self-hosted 8.0
    Morningstar Office vs Bloomberg AIM
  13. 14
    SS&C Advent Geneva apiself-hostedWeb 8.0
    Morningstar Office vs SS&C Advent Geneva
  14. 15
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.0
    Morningstar Office vs WealthSpectrum
  15. 16
    Advyzon AndroidiOSWeb 8.0
    Morningstar Office vs Advyzon
  16. 17
    Enfusion iOSLinuxMacWebWin 8.0
    Morningstar Office vs Enfusion
  17. 18
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.0
    Morningstar Office vs Finary
  18. 19
    Tamarac WebiOSAndroid 7.9
    Morningstar Office vs Tamarac
  19. 20
    Aladdin Accounting 7.8
    Morningstar Office vs Aladdin Accounting
  20. 21
    Landytech Sesame One AndroidapiiOSWeb 7.8
    Morningstar Office vs Landytech Sesame One

Morningstar Office alternatives compared

#AppScoreFree planFromRuns on
1Sharesight8.4Free plan$7/moAndroid, API, iOS, Web
2Stock Rover8.4Free plan$2/moAndroid, iOS, Web, Windows
3BlackRock Aladdin8.3API, Web
4QPLIX8.3Android, API, iOS, Mac, self-hosted, Web, Windows
5Portfolio Performance8.3Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
6Temenos Wealth Front Office8.2API, self-hosted, Web
7CGI Wealth360 Portfolio Management8.2Android, API, iOS, Web
8Addepar8.2Android, API, iOS, Web
9Snowball Analytics8.2Free plan$6.67/moAndroid, iOS, Web
11Black Diamond Wealth Solutions8.1Android, API, iOS, Web
12FundCount8.1No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
13Bloomberg AIM8.0self-hosted
14SS&C Advent Geneva8.0API, self-hosted, Web
15WealthSpectrum8.0Android, API, iOS, self-hosted, Web
16Advyzon8.0Android, iOS, Web
17Enfusion8.0iOS, Linux, Mac, Web, Windows
18Finary8.0Free plan€4.58/moAndroid, iOS, Mac, Web
19Tamarac7.9Web, iOS, Android
20Aladdin Accounting7.8
21Landytech Sesame One7.8Android, API, iOS, Web
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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 8.4 out of 10. The others here: Stock Rover, BlackRock Aladdin, QPLIX and 16 more.

What is the best free alternative to Morningstar Office?

Sharesight is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on.