Assetgrip vs Morningstar Office

Assetgrip

6.4 #68 in Portfolio Management Software

About Assetgrip

Morningstar Office

7.7 #21 in Portfolio Management Software

About Morningstar Office
AssetgripMorningstar Office
Platformsself-hosted, WindowsiOS, Web
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYesYes
Free planNo
Tax-lot trackingYes

Listed together in Best Portfolio Management Software