Sharesight vs Morningstar Investor
Comprehensive side-by-side comparison of these portfolio management software platforms
Sharesight
Comprehensive portfolio tracking and investment analysis platform designed for individual investors and financial advisors.
Founded
2007
Headquarters
Sydney, Australia
Morningstar Investor
Investment research and portfolio tools
Founded
Not specified
Headquarters
Not specified
🏢 Company Overview
Sharesight
Company Type
Not specified
Target Market
Portfolio management professionals
Key Strengths
Portfolio management capabilities
Morningstar Investor
Company Type
Not specified
Target Market
Portfolio management professionals
Key Strengths
Portfolio management capabilities
⚙️ Core Features
Sharesight
Portfolio Analytics
Standard analytics capabilities
Risk Management
Risk monitoring tools
Reporting
Comprehensive reporting suite
Data Integration
Multiple data sources
Morningstar Investor
Portfolio Analytics
Standard analytics capabilities
Risk Management
Risk monitoring tools
Reporting
Comprehensive reporting suite
Data Integration
Multiple data sources
💰 Requirements & Pricing
Sharesight
Minimum AUM
Contact vendor
Implementation Time
Varies by scope
Pricing Model
Contact for pricing
Morningstar Investor
Minimum AUM
Contact vendor
Implementation Time
Varies by scope
Pricing Model
Contact for pricing
Need Help Choosing?
Portfolio management software selection requires careful consideration of your specific needs, assets under management, and operational requirements.