Mint is a popular personal finance management tool that helps users track their expenses, create budgets, and manage their finances in one...
Best Morningstar Portfolio Manager Alternatives ranked by AI · updated May 2025
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Morningstar Portfolio Manager focuses on investment analysis and portfolio tracking, providing in-depth research and insights.
Price: $29.95/month
Top 6 Morningstar Portfolio Manager alternatives
Squirrel Portfolio Tracker is a comprehensive tool for tracking and managing investment portfolios.
$9.99/month
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
GainsKeeper is a cost-basis and tax-lot tracking service for self-directed investors, tax professionals, and financial institutions. It imports brokerage transactions and helps...
Pros
- Specialized cost-basis and tax-lot tracking for securities
- Supports wash-sale calculations and corporate actions
- Designed for brokerage imports and tax reporting
Cons
- Less suitable for broad portfolio analysis than Sharesight or Quicken
- Pricing and availability can depend on brokerage or institutional access
- Not an open-source or fully self-hosted option
Stonksfolio is an online investment portfolio tracker for retail investors monitoring stocks and other holdings. It focuses on consolidating portfolio positions and...
Pros
- Simpler setup than full-featured platforms such as Sharesight
- Free access lowers the barrier for casual investors
- Focused on portfolio tracking rather than brokerage execution
Cons
- Fewer tax and reporting tools than Sharesight
- Less established ecosystem than Yahoo Finance or Empower
- May offer less support for complex multi-account portfolios
Beanvest is a web-based investment portfolio tracker for individual investors who want to monitor stocks, ETFs, funds, and other assets. It emphasizes...
Pros
- Supports detailed manual transaction tracking across multiple asset types
- Provides portfolio performance and dividend analysis without broker access
- Simpler to use than professional analytics platforms such as Portfolio Performance
Cons
- Less automated broker and bank syncing than Sharesight or Empower
- Fewer advanced research tools than Stock Rover or Morningstar Investor
- Manual data entry can become time-consuming for active portfolios
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