FundCount vs Morningstar Office

FundCount

7.8 #17 in Portfolio Management Software

About FundCount

Morningstar Office

7.7 #21 in Portfolio Management Software

About Morningstar Office
FundCountMorningstar Office
Free planNo
Free trialNo
Paid from$1204.17/mo
Platformsapi, Linux, macOS, self-hosted, Web, WindowsiOS, Web
Free planNoNo
Performance reportingYesYes
Paid from14,450 /yr
Asset coverageboth
Investor reportingYes
Tax-lot accountingYes
Multi-currency supportYes
Asset class coveragemulti_asset_alternatives
Allocation analysisYes
Risk analysisYes
Tax-lot trackingYes

Listed together in Best Portfolio Management Software