Tech riderRev. 20 Sept 2026
Morningstar Office
- 1Runs onWeb, iOS
- 2CostsNot stated by the maker
1 lines stated Written from the maker's own pages

Overview
Morningstar Office is ranked #23 of 81 in portfolio management software on Specifiction, made by Morningstar Office (Chicago, Illinois, United States). It runs on Web, iOS. There is no free plan.
Compared on portfolio management software
- Free plan
- Nomorningstar.com
Facts
- Asset class coverage
- multi_asset_alternativesmorningstar.com · 20 Sept 2026
- Performance reporting
- Yesmorningstar.com · 20 Sept 2026
- Allocation analysis
- Yesmorningstar.com · 20 Sept 2026
- Risk analysis
- Yesmorningstar.com · 20 Sept 2026
- Tax-lot tracking
- Yesmorningstar.com · 20 Sept 2026
Company
- Founded
- 1984morningstar.com · 28 Sept 2026
- Headquarters
- Chicago, Illinois, United Statesmorningstar.com · 28 Sept 2026
Best Morningstar Office alternatives
See all 12 All accessCh 01 Stock Rover Free planFree trialAndroid from $2/mo8.7 All accessCh 02 Portfolio Performance Free planFree trialAndroid from $2.08/mo8.5 All accessCh 03 Snowball Analytics Free planFree trialAndroid from $6.67/mo8.4 All accessCh 04 QPLIX AndroidAPI 8.2 All accessCh 05 Sharesight Free planAndroidAPI from $7/mo8.2 All accessCh 06 Enfusion iOSLinux 8.0
Where it ranks on Specifiction
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Sources
- morningstar.com/company/history· checked 20 Sept 2026
- morningstar.com/products/office· checked 28 Sept 2026


