Morningstar Office vs Orion Portfolio Accounting

Morningstar Office

8.0 #11 in Portfolio Management Software

About Morningstar Office

Orion Portfolio Accounting

7.7 #13 in Portfolio Management Software

About Orion Portfolio Accounting
Morningstar OfficeOrion Portfolio Accounting
Free planNoNo
Free trialNoNo
Paid from—$1083.33/mo
Open sourceNoNo
PlatformsWeb, iOSAndroid, api, iOS, Web
Free planNo—
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYes—
Risk analysisYes—
Tax-lot trackingYes—

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