Morningstar Office vs Sharesight
Morningstar Office
morningstar.comSharesight
sharesight.comSide by side
| Figure | Morningstar Office | Sharesight |
|---|---|---|
| Price from | — | $7/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 13 |
| Spec score · Portfolio Management Software | 8.1 (#21) | 9.0 (#2) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 1984 | 2006 |
| Free plan | No | Yes |
| Headquarters | Chicago, Illinois, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
Plans
Sharesight
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
- Business (50-99 portfolios)$10.50 a month
- Business$13.50 a month
- Business (100+ portfolios)$9.20 a month
- Business 100+ portfolios$9.20 a month
In their own words
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.
Sharesight
Sharesight is an online portfolio and dividend tracker for following investment prices, performance, and income. It supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments; users can also add cash accounts and property. Trades can be imported from more than 200 global brokers, while dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.