Charles River IMS vs Morningstar Investor
| Charles River IMS | Morningstar Investor | |
|---|---|---|
| Free plan | No | |
| Free trial | Yes | |
| Paid from | $20.75/mo | |
| Platforms | api, Web | Android, iOS, Web |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | Yes |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes | |
| Free plan | No | |
| Maximum portfolios | 25 portfolios |
Listed together in Best Portfolio Management Software