Morningstar Office vs Wealthfolio
Morningstar Office
morningstar.comWealthfolio
wealthfolio.aiSide by side
| Figure | Morningstar Office | Wealthfolio |
|---|---|---|
| Price from | — | $2.99/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 5 |
| Spec score · Portfolio Management Software | 8.1 (#21) | 8.6 (#9) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| 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. | Wealthfolio is a local-first, open-source investment tracker and personal finance app. |
| 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. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
| Tax-lot tracking | Yes | Yes |
Plans
Wealthfolio
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
In their own words
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.