Morningstar Office vs PORTIA
| Morningstar Office | PORTIA | |
|---|---|---|
| Platforms | iOS, Web | self-hosted |
| Free plan | No | |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes |
Listed together in Best Portfolio Management Software