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Best Morningstar Investor Alternatives in 2026

Updated

20 platforms from portfolio management software ranked against Morningstar Investor on the same published basis.

  1. 1
    BlackRock Aladdin apiWeb 8.4
    Morningstar Investor vs BlackRock Aladdin
  2. 2
    Temenos Wealth Front Office apiself-hostedWeb 8.3
    Morningstar Investor vs Temenos Wealth Front Office
  3. 3
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.2
    Morningstar Investor vs CGI Wealth360 Portfolio Management
  4. 4
    SS&C Advent Geneva apiself-hostedWeb 8.2
    Morningstar Investor vs SS&C Advent Geneva
  5. 5
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.2
    Morningstar Investor vs Sharesight
  6. 6
    Black Diamond Wealth Solutions AndroidapiiOSWeb 8.1
    Morningstar Investor vs Black Diamond Wealth Solutions
  7. 7
    Addepar AndroidapiiOSWeb 8.1
    Morningstar Investor vs Addepar
  8. 8
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.0
    Morningstar Investor vs WealthSpectrum
  9. 9
    QPLIX AndroidapiiOSMacself-hosted 8.0
    Morningstar Investor vs QPLIX
  10. 10
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo7.9
    Morningstar Investor vs FundCount
  11. 11
    Landytech Sesame One AndroidapiiOSWeb 7.8
    Morningstar Investor vs Landytech Sesame One
  12. 12
    Xplan AndroidapiiOSWeb 7.8
    Morningstar Investor vs Xplan
  13. 13
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo7.7
    Morningstar Investor vs Orion Portfolio Accounting
  14. 14
    Charles River IMS apiWeb 7.7
    Morningstar Investor vs Charles River IMS
  15. 15
    Clearwater Analytics apiWeb 7.7
    Morningstar Investor vs Clearwater Analytics
  16. 16
    Corporater Investment Portfolio Management apiself-hostedWeb 7.6
    Morningstar Investor vs Corporater Investment Portfolio Management
  17. 17
    Juniper Square AndroidapiiOSWeb 7.5
    Morningstar Investor vs Juniper Square
  18. 18
    FinFolio AndroidapiiOSself-hostedWeb 7.4
    Morningstar Investor vs FinFolio
  19. 19
    CoinTracking Free plan AndroidapiiOSWeb $4.08/mo7.2
    Morningstar Investor vs CoinTracking
  20. 20
    Linedata Global Hedge apiself-hostedWin 7.1
    Morningstar Investor vs Linedata Global Hedge

Morningstar Investor alternatives compared

#PlatformScoreFree planFromRuns on
1BlackRock Aladdin8.4API, Web
2Temenos Wealth Front Office8.3API, self-hosted, Web
3CGI Wealth360 Portfolio Management8.2Android, API, iOS, Web
4SS&C Advent Geneva8.2API, self-hosted, Web
5Sharesight8.2Free plan$7/moAndroid, API, iOS, Web
6Black Diamond Wealth Solutions8.1Android, API, iOS, Web
7Addepar8.1Android, API, iOS, Web
8WealthSpectrum8.0Android, API, iOS, self-hosted, Web
9QPLIX8.0Android, API, iOS, Mac, self-hosted, Web, Windows
10FundCount7.9No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
11Landytech Sesame One7.8Android, API, iOS, Web
12Xplan7.8Android, API, iOS, Web
13Orion Portfolio Accounting7.7No$1083.33/moAndroid, API, iOS, Web
14Charles River IMS7.7API, Web
15Clearwater Analytics7.7API, Web
16Corporater Investment Portfolio Management7.6API, self-hosted, Web
17Juniper Square7.5Android, API, iOS, Web
18FinFolio7.4Android, API, iOS, self-hosted, Web
19CoinTracking7.2Free plan$4.08/moAndroid, API, iOS, Web
20Linedata Global Hedge7.1API, self-hosted, Windows
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Questions about Morningstar Investor alternatives

What is the best alternative to Morningstar Investor?

BlackRock Aladdin, number 1 in portfolio management software with a score of 8.4 out of 10. The others here: Temenos Wealth Front Office, CGI Wealth360 Portfolio Management, SS&C Advent Geneva and 16 more.

What is the best free alternative to Morningstar Investor?

Sharesight is the best-ranked alternative with a free plan. 2 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.