Morningstar Portfolio Manager Alternative
Track every investment in one place and see how it really performs. Import straight from your broker, or connect a supported broker for automatic syncing.
- Clean, easy-to-use interface
- 100+ brokers supported
- Trusted by investors in 160+ countries
Free plan · No credit card required
Why Portseido is the best Morningstar portfolio alternative
Portseido is a portfolio tracker that covers what investors use Morningstar Portfolio Manager for, built around tracking your own performance. Portseido puts powerful analytics in an easy-to-use interface, so you can see everything about your investments at a glance. Measure your performance against any benchmark, follow every past and upcoming dividend, and know whether your portfolio is on pace to reach your financial goals.
Performance measured and broken down
Portseido measures time-weighted, money-weighted and simple return over any period, against the benchmark you choose, in your own currency. Performance is broken down by holding, sector and country, so you can see what drives your portfolio.
Track past and upcoming dividends in a calendar
Portseido records your dividends automatically and projects upcoming payments, so you can see your dividend income by month, by holding and by currency, with historical and estimated dividend charts. For a dividend-only view, see the Portseido dividend tracker.
Know whether your portfolio is on track for your goal
The Portseido goal tracker lets you set a financial goal and compares your portfolio's growth and planned deposits against it, so you can see early whether your investment plan is on track.
Portseido vs. Morningstar Portfolio Manager
| Morningstar | Portseido | |
|---|---|---|
| Best for | Investment research, ratings & fund analysis | Tracking and analysing your own portfolio |
| Track several accounts in one place | Yes | Yes |
| In-depth performance measurement | No | Yes |
| Dividend calendar & forecast | No | Yes |
| Trade analytics | No | Yes |
| FIRE & goal tracker | No | Yes |
| Portfolio X-Ray (looks inside your funds) | Yes | No |
| Analyst ratings & research | Yes | No |
| Price, billed annually | Morningstar Investor, $249/year | Free plan, then US$96/year |
| Web & mobile app | Yes | Yes |
Easy to import your portfolio from your broker
Bring your full transaction history to Portseido, dividends included.
Import from your broker
Connect a supported broker to Portseido for automatic syncing, or import your transaction statements from 100+ brokers worldwide. Either way, Portseido gets your complete history, including fees, currency conversions and dividends.
Meet investors who choose Portseido
Investors across 160+ countries track their portfolios with Portseido.
Morningstar alternative FAQ
Is Portseido a good alternative to Morningstar Portfolio Manager?
Yes, if you mainly want to track how your own portfolio performs. Portseido measures time-weighted, money-weighted and simple return against any benchmark, tracks dividends and shows progress toward your goals, in a clean and easy-to-use interface. If you rely on Morningstar's research, analyst ratings and Portfolio X-Ray, Morningstar Investor is built for that.
How do I move my portfolio from Morningstar to Portseido?
The most complete way is to import your transaction history directly from your broker, which includes every fee, currency conversion and dividend. Download the history from each broker you use and upload the files to Portseido, or connect a supported broker for automatic syncing.
How much does Portseido cost compared with Morningstar Investor?
Morningstar Investor costs $249 a year and includes Morningstar's research and ratings alongside Portfolio Manager. Portseido focuses on portfolio tracking: it has a free plan that covers 100 transactions with every report included, and the Plus plan gives unlimited transactions for US$96 a year, or US$8 a month billed annually.
Which brokers does Portseido support?
Portseido imports transaction files from 100+ brokers worldwide, including Charles Schwab, Trading 212, Wealthsimple, Fidelity, AJ Bell, Questrade, Robinhood and DEGIRO. Interactive Brokers and Trading 212 can also sync automatically. See all supported brokers.
Which markets and assets can I track?
Stocks and ETFs from 70+ exchanges worldwide, including the NYSE, NASDAQ, LSE and TSX, plus funds, cryptocurrencies and custom assets. You can search for your assets before signing up.
Does Portseido have a mobile app?
Yes. Portseido has a mobile app for iOS and Android, available on the App Store and Google Play. The Portseido app stays in sync with your web account, so you can check your portfolio, performance and dividends anywhere.
Migrate from Morningstar today
Import your history from your broker and see your real return in minutes.
Free plan · No credit card required