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Best Morningstar Office Alternatives in 2026

12 apps from portfolio management software ranked against Morningstar Office on the same published basis.

  1. 1
    Tamarac WebiOSAndroid 8.6
    Morningstar Office vs Tamarac
  2. 2
    FinFolio WebiOSAndroid 8.5
    Morningstar Office vs FinFolio
  3. 3
    Black Diamond Wealth Solutions WebiOSAndroid 8.4
    Morningstar Office vs Black Diamond Wealth Solutions
  4. 4
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.4
    Morningstar Office vs Portfolio Performance
  5. 5
    Masttro WebiOSAndroid 8.2
    Morningstar Office vs Masttro
  6. 6
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.2
    Morningstar Office vs Snowball Analytics
  7. 7
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.2
    Morningstar Office vs Sharesight
  8. 8
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.2
    Morningstar Office vs Stock Rover
  9. 9
    Landytech Sesame One WebiOSAndroid 8.1
    Morningstar Office vs Landytech Sesame One
  10. 10
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo8.1
    Morningstar Office vs Wealthfolio
  11. 12
    Asset Vantage WebiOSAndroid 8.0
    Morningstar Office vs Asset Vantage
  12. 13
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo7.7
    Morningstar Office vs Orion Portfolio Accounting
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