Allocare AMS vs Morningstar Office

Allocare AMS

6.0 #56 in Portfolio Management Software

About Allocare AMS

Morningstar Office

8.7 #4 in Portfolio Management Software

About Morningstar Office
Allocare AMSMorningstar Office
Free planNoNo
Free trialNoNo
Paid from——
Open sourceNoNo
Platforms—iOS, Web
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYesYes
Free plan—No
Tax-lot tracking—Yes

Both are listed in Best Portfolio Management Software. On Samsung Mobile US Press, Morningstar Office scores higher on our published basis.