Morningstar Office vs Stock Portfolio Organizer
| Morningstar Office | Stock Portfolio Organizer | |
|---|---|---|
| Free plan | No | |
| Free trial | Yes | |
| Paid from | $4.08/mo | |
| Platforms | iOS, Web | Windows |
| Free plan | No | No |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes |
Listed together in Best Portfolio Management Software