App comparison
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Morningstar Office Cloud
Stock portfolio management software for independent advisors
Morningstar Office Cloud Alternatives & Competitors (2026)
Top 9 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Value for money
Starting price
No pricing info
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Risk Analysis
N/A
Portfolio Rebalancing
N/A
Risk Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Solutions for On-line businesses
Value for money
Starting price
No pricing info
Functionality
Quotes/Estimates
5/5
Invoice Creation
5/5
Expense Tracking
5/5
Top Features
Risk Analysis
N/A
Financial Analysis
N/A
Risk Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investing has never been easier.
Value for money
Starting price
No pricing info
Functionality
Portfolio Management
5/5
Stock Management
5/5
Risk Management
5/5
Top Features
Portfolio Accounting
N/A
Alerts/Notifications
N/A
Risk Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Value for money
Starting price
No pricing info
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Alerts/Notifications
N/A
Risk Management
N/A
Portfolio Accounting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial markets add-in for Excel
Value for money
Starting price
No pricing info
Functionality
Portfolio Rebalancing
5/5
Risk Management
4.5/5
Watch List
N/A
Top Features
Alerts/Notifications
N/A
Stock Management
N/A
Portfolio Accounting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based stock portfolio management tool for investors.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Watch List
3/5
Portfolio Management
3/5
Categorization/Grouping
3/5
Top Features
Risk Management
N/A
Client Management
N/A
Financial Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock portfolio management for active investors
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Traders
3.7/5
For Investment Advisors
3.7/5
Top Features
Alerts/Notifications
N/A
Stock Management
N/A
Financial Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
Value for money
Starting price
No pricing info
Functionality
Risk Assessment
N/A
Visual Analytics
N/A
Market Risk Management
N/A
Top Features
Alerts/Notifications
N/A
Stock Management
N/A
Client Portal
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock market analysis tools for portfolio management
Value for money
Starting price
No pricing info
Functionality
Stock Tracking
5/5
Side-by-Side Comparison
5/5
Stock Management
4.8/5
Top Features
Portfolio Rebalancing
N/A
Client Portal
N/A
Tax Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simple and secure commission-free stock trading application
Value for money
No pricing info
Starting price
No pricing info
Functionality
Portfolio Accounting
5/5
Investment Management
5/5
Stock Tracking
4.5/5
Top Features
Alerts/Notifications
N/A
Portfolio Rebalancing
N/A
Financial Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading platform with access to numerous global markets
Value for money
No pricing info
Starting price
No pricing info
Functionality
Portfolio Accounting
4.3/5
Stock Tracking
4.2/5
Investment Management
4.2/5
Top Features
Alerts/Notifications
N/A
Portfolio Rebalancing
N/A
Financial Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-based investment insights and financial analysis tool
Value for money
Starting price
No pricing info
Functionality
Monitoring
5/5
Activity Dashboard
5/5
Risk Management
5/5
Top Features
Portfolio Rebalancing
N/A
Client Management
N/A
Stock Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Website & app traffic data analysis
Value for money
Starting price
No pricing info
Functionality
Lead Generation
5/5
Customizable Branding
5/5
Multiple Data Sources
5/5
Top Features
Client Management
N/A
Risk Management
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's first purpose-built growth platform
Value for money
Starting price
No pricing info
Functionality
Reporting/Analytics
3/5
Risk Management
3/5
Client Management
3/5
Top Features
Stock Management
N/A
Alerts/Notifications
N/A
Tax Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A Front-to-NAV Solution that Empowers Your Team
Value for money
Starting price
No pricing info
Functionality
Investments Tracking
4.5/5
Order Management
3.5/5
Data Import/Export
3.5/5
Top Features
Alerts/Notifications
N/A
Stock Management
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based equity and investment management platform
Value for money
Starting price
No pricing info
Functionality
Private Equity
N/A
Transaction History
N/A
Document Storage
N/A
Top Features
Alerts/Notifications
N/A
Stock Management
N/A
Risk Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based data analysis tool for investors.
Value for money
Starting price
No pricing info
Functionality
Data Visualization
5/5
Financial Analysis
5/5
Risk Management
5/5
Top Features
Client Management
N/A
Portfolio Rebalancing
N/A
Client Portal
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Take Control of your Multi-Asset, Multi-Manager Investments
Value for money
No pricing info
Starting price
No pricing info
Functionality
Monitoring
N/A
What-if Analysis
N/A
Dashboard
N/A
Top Features
Stock Management
N/A
Client Management
N/A
Tax Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Next-generation multi-asset trading platform
Value for money
Starting price
No pricing info
Functionality
Workflow Management
5/5
Reporting/Analytics
5/5
Real-Time Data
5/5
Top Features
No unique features
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio management system
Value for money
No pricing info
Starting price
No pricing info
Functionality
Portfolio Management
5/5
Order Management
5/5
Fund Management
5/5
Top Features
Stock Management
N/A
Client Management
N/A
For Investment Advisors
N/A