Top 10 Morningstar Office Alternatives 2026
Master your portfolio with ease.
Main Features
- Client Portal
- Dashboard
- Investment Monitoring
- Performance Analysis
Pricing
Morningstar Office offers custom pricing plan
Morningstar Office is a Investment Portfolio Management Software platform with a user rating of 4.1★ based on 14 reviews. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 10 vetted Investment Portfolio Management Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
Morningstar Office vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you decide faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Morningstar Office Current | Investment Portfolio Management Software | Custom pricing | 4.1 ★ | ✗ No |
 Sharesight | Investment Portfolio Management Software | $12 | 4.6 ★ | ✓ Yes |
 Ziggma | Investment Portfolio Management Software | Custom pricing | 4.9 ★ | ✗ No |
 Acorns | Investment Portfolio Management Software | $1 | 3.8 ★ | ✗ No |
 KoreConX | Investment Portfolio Management Software | Custom pricing | 4.5 ★ | ✗ No |
 MProfit | Investment Portfolio Management Software | Free plan available | 4.2 ★ | ✓ Yes |
Showing 1-10 out of 10
List of the Top Morningstar Office alternatives as of September 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
Sharesight
Monitor, manage, and maximize your stock portfolio.
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What is Sharesight?
. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...
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Portfolio Management
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Investment Monitoring
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Performance Analysis
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Unique Features
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Multi-Currency
Pricing
Starts from $12/Month, also offers free forever plan
Ziggma
Maximize your portfolio's diversity and returns.
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What is Ziggma?
Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...
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Portfolio Management
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Investment Monitoring
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Performance Analysis
+ 1 more
Unique Features
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Market Analysis
Pricing
Ziggma offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
Acorns
Grow your wealth, one purchase at a time.
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What is Acorns?
Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Dashboard
+ 1 more
Unique Features
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Online Banking Integration
Pricing
Starts from $1/Month
KoreConX
Empower your growth with KoreConX.
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What is KoreConX?
KoreConX is a capital markets management platform with a dashboard for tracking investments, monitoring portfolios, and generating real-time equity and debt reports. It also provides access to legal, compliance, and funding resources for companies managing investor relationships across private ...
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Portfolio Management
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Investment Monitoring
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Dashboard
+ 1 more
Unique Features
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Investor Management
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Compliance Management
Pricing
KoreConX offers custom pricing plan
MProfit
Effortless portfolio management at your fingertips.
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What is MProfit?
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Reports
+ 1 more
Unique Features
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Import-Export Option
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Risk Management
Pricing
MProfit offers custom pricing plan
Morningstar Direct
Streamline your investments with Morningstar Direct.
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What is Morningstar Direct?
Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...
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Portfolio Management
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Performance Analysis
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Investment Monitoring
+ 1 more
Unique Features
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Data Analysis
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Market Analysis
Pricing
Morningstar Direct offers custom pricing plan
Pro Stock Tracker
Maximize returns, minimize risk with precision.
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What is Pro Stock Tracker?
Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Performance Analysis
+ 2 more
Unique Features
No unique features
Pricing
Free Trial available
Shootih
Streamline your investments with Shootih.
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What is Shootih?
Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Dashboard
Unique Features
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Online Banking Integration
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Real-time View
Pricing
Shootih offers custom pricing plan
Assetmax
Streamline your wealth with Assetmax.
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What is Assetmax?
Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...
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Portfolio Management
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Investment Monitoring
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Performance Analysis
Unique Features
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Reporting
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Seamless Integration
Pricing
Assetmax offers custom pricing plan
Addepar
Maximize Everything, Simplify Analysis.
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What is Addepar?
Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...
Read moreCommon Features
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Portfolio Management
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Performance Analysis
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Investment Monitoring
Unique Features
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Reporting
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Self Service Portal
Pricing
Addepar offers custom pricing plan
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
