Freehold vs Morningstar Office
| Freehold | Morningstar Office | |
|---|---|---|
| Free plan | Yes | |
| Free trial | Yes | |
| Paid from | $29/mo | |
| Platforms | api, Web | iOS, Web |
| Free plan | Yes | No |
| Asset class coverage | single_asset | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Allocation analysis | Yes | |
| Tax-lot tracking | Yes |
Listed together in Best Portfolio Management Software