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Investment Account Manager vs Morningstar Office

Investment Account Manager

5.0 #77 in Portfolio Management Software

About Investment Account Manager

Morningstar Office

8.7 #4 in Portfolio Management Software

About Morningstar Office
Investment Account ManagerMorningstar Office
Free planNo
Free trialYes
Paid from$159/mo
PlatformsWindowsiOS, Web
Free planNoNo
Performance reportingYesYes
Tax-lot trackingYesYes
Asset class coveragemulti_asset_alternatives
Allocation analysisYes
Risk analysisYes

Listed together in Best Portfolio Management Software