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Morningstar Office

iPhone only

8.0No. 11 of 38
in Portfolio Management Software
  • Recognised40% of the score76
  • Phone app26% of the score100
  • Documented20% of the score62
  • Free plan14% of the score0
Free plan
No
Runs on
Web, iPhone
Visit site Alternatives

Summary

Morningstar Office is ranked #11 of 38 in portfolio management software on Samsung Mobile US Press, made by Morningstar Office (Chicago, Illinois, United States). It runs on Web, iOS. There is no free plan.

Compared on portfolio management software

Free plan
Nomorningstar.com

Facts

Asset class coverage
multi_asset_alternativesmorningstar.com · 20 Sept 2026
Performance reporting
Yesmorningstar.com · 20 Sept 2026
Allocation analysis
Yesmorningstar.com · 20 Sept 2026
Risk analysis
Yesmorningstar.com · 20 Sept 2026
Tax-lot tracking
Yesmorningstar.com · 20 Sept 2026

Company

Founded
1984morningstar.com · 28 Sept 2026
Headquarters
Chicago, Illinois, United Statesmorningstar.com · 28 Sept 2026

Best Morningstar Office alternatives

See all 12
Tamarac No. 1 8.6 iPhone + AndroidFinFolio No. 2 8.5 iPhone + AndroidBlack Diamond Wealth Solutions No. 3 8.4 iPhone + AndroidPortfolio Performance No. 4 8.4 iPhone + Android$2.08/moMasttro No. 5 8.2 iPhone + AndroidSnowball Analytics No. 6 8.2 iPhone + Android$6.67/mo

Where it ranks on Samsung Mobile US Press

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Sources