Morningstar Office vs Portfolio Performance
Morningstar Office
morningstar.comPortfolio Performance
portfolio-performance.infoSide by side
| Figure | Morningstar Office | Portfolio Performance |
|---|---|---|
| Price from | — | $2.08/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | — |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | — | Yes |
| Plans published | 1 | 3 |
| Spec score · Portfolio Management Software | 8.1 (#21) | 8.8 (#7) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | 1984 | 2012 |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Purpose | Morningstar Office provides a platform for financial advisors that combines client communication, portfolio accounting and reporting, portfolio analysis, research, rebalancing, and fee billing. | The desktop application tracks securities portfolios across accounts and calculates performance using true-time weighted return and internal rate of return. |
| Risk analysis | Yes | Yes |
| Support | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. | The maker directs users to its forum for help with the desktop product and provides support by email for the mobile app. |
| Tax-lot tracking | Yes | Yes |
Plans
Portfolio Performance
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 a year
In their own words
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.
Portfolio Performance
Portfolio Performance is a free desktop application for tracking securities portfolios across accounts. It calculates performance using true-time weighted return and internal rate of return, and provides overviews, key figures, charts, and historical price tracking. Users can classify securities, examine asset allocation and risk, plan rebalancing, and track tax lots. Purchases, sales, taxes, fees, and other transactions can be entered, or statements can be imported from online banks and brokers. Historical prices can come from sources such as HTML, JSON, Yahoo Finance, Quandl, AlphaVantage, and CoinGecko, as well as a built-in provider for German and US stocks. Portfolio data is stored in XML and can be exported as CSV or JSON. The mobile app reads a desktop portfolio file for viewing and analysis, but does not allow edits. It supports iOS and Android; the desktop application runs on Linux, macOS, and Windows. Optional mobile subscriptions are listed at $3 a month or $25 a year. The project began in 2012, and its source code is licensed under the Eclipse Public License 1.0.