Morningstar vs. Portfolio Performance Comparison


Morningstar	Portfolio Performance
Learn More about Morningstar Update Features for Morningstar	Learn More about Portfolio Performance Update Features for Portfolio Performance	Add To Compare	Add To Compare

Morningstar	Portfolio Performance
		Related Products Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). 4.0 out of 5 stars 566 Ratings Visit Website for Sharesight TradingView Stock Widgets Grab powerful charts and add real-time quotes onto your site as quickly as it takes you to pour a morning coffee — just copy and paste our simple iFrame codes. TradingView widgets are easily customizable and will fit any UI, just choose your fighter: -Our pride and joy, Advanced Real-Time Chart — a powerful chart with a ton of customization options, all up to your needs and fantasy. -Missing good-old days? Go all vintage Wall Street with our scrolling Ticker tape, embeddable in just a few clicks. -Technical analysis widget — designed for savvy traders, it helps you decide whether to buy or sell by displaying technical ratings. -Stock market widget? Good choice, it provides data on the top five gaining, losing, and most active stocks based on current market activity. And there's more to discover at TradingView. Our widgets are free of charge and easy to implement, and we're constantly working on adding more data — information is power, and we’re here to power up your website. 5.0 out of 5 stars 16 Ratings Visit Website for TradingView Stock Widgets QuickApps QuickApps is an innovative No-Code solution that can completely transform your SharePoint experience and help maximize your ROI. With QuickApps, business users can build complex business applications for SharePoint On-premise or SharePoint Online 80% faster using simple point-and-click configuration instead of custom coding. This award-winning solution delivers a set of 21 web apps and pre-built templates for SharePoint On-premise and 9 web apps for Microsoft (Oﬃce) 365 that lets you build applications that are easily supported, maintained and upgraded, ensuring their long-term impact and return on investment. More than 75,000 professionals and 200 organizations rely on QuickApps to accelerate and simplify app development on SharePoint. Visit Website for QuickApps Summ Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time. 4.6 out of 5 stars 936 Ratings Visit Website for Summ QUODD Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and analytics APIs — Developer-friendly, modern integration and authentication standards for fintechs and financial institutions Integrations — Seamless connectivity into downstream systems and enterprise workflows, with cloud-native delivery and on-demand scale 5.0 out of 5 stars 1 Rating Visit Website for QUODD Wash-Dry-Fold POS Wash-Dry-Fold POS is a laundromat POS system built by laundromat owners, created by the team behind Liberty Laundry in Tulsa, Oklahoma. It powers wash-dry-fold, pickup and delivery, commercial accounts, and full-service retail from one platform — every feature included, no long-term contract. 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Expand your business footprint while maximizing margin by replacing manual tasks with powerful automation. Strengthen partner relationships by delivering services designed to meet each facility’s unique needs. Provide concierge-level service by catering to the needs of every unique facility, wing and patient with our facility-centric software. Enable facilities to check their drug prices, print bills, check on order statuses and process returns in accordance to your pre-defined rules. Help your facilities by supplying reports relevant for daily operations and surveys. Don’t touch refill and reorder prescriptions until they hit the production floor by automating order input for refills and reorders. 4.4 out of 5 stars 48 Ratings Visit Website for FrameworkLTC DXcharts DXcharts is a white-label financial charting library. With 1-day integration, impressive native mobile apps, and an optional data feed, Devexperts has created a charting solution that sets new standards in performance. Freedom to choose with 4 tailored options: - Free white-label open source charting library (DXcharts Lite) - DXcharts financial charting library: a white-label charting library with trading functionality - DXcharts widget: a quick and easy tool for websites and blogs - DXcharts source code for full ownership of the product Why choose DXcharts? - Fully customizable to match your brand: adjust colors, fonts, icons, and layouts effortlessly - Access over 100 indicators, 48 drawing tools, and features like trading and news monitoring—all within the chart - Designed for all devices with seamless mobile-friendly compatibility - Explore DXcharts with a free trial - Delivered ready with dxFeed, but you can also integrate any other market data source 5.0 out of 5 stars 28 Ratings Visit Website for DXcharts ChatD&B ChatD&B by Dun & Bradstreet is an AI-powered conversational platform that helps you quickly access, analyze, and act on company data through a simple chat interface. Users can obtain firmographics, financial details, risk indicators, and other insights by typing natural language queries, saving time and improving decision-making accuracy. The platform leverages Dun & Bradstreet’s Data Cloud to provide real-time, up-to-date company information. It also tracks data sources and allows users to reference previous queries for compliance and verification. ChatD&B supports customer service by answering questions about Dun & Bradstreet’s products and services. Overall, it streamlines business research and boosts productivity through an intuitive, conversational experience. Visit Website for ChatD&B D&B Credit Insights D&B Credit Insights helps small business owners monitor and understand their business credit profiles with real-time alerts on changes to scores and ratings. The platform provides unlimited access to key credit scores like PAYDEX®, Delinquency, and Supplier Evaluation Risk, helping you spot potential risks quickly. By tracking legal events such as liens and judgments, it keeps you informed of factors that may affect your creditworthiness. D&B Credit Insights offers benchmarking against industry standards, allowing you to set realistic credit goals and make informed financial decisions. The service integrates business banking data and provides detailed payment histories to improve transparency. Overall, it empowers businesses to strengthen their credit standing and plan confidently for future growth. D&B Credit Insights is available in three tiers: Free, Basic, and Plus. • Credit Insights Free • Credit Insights Basic • Credit Insights Plus 4.2 out of 5 stars 70 Ratings Visit Website for D&B Credit Insights
Morningstar: About Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.	Portfolio Performance: About Portfolio Performance is an open source tool designed to calculate the overall performance of an investment portfolio across all accounts. Users can record the full history of transactions, including purchases, sales, taxes, and fees. It allows updating historical quotes from various sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage, and also supports scraping quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Portfolio Performance enables users to rebalance their investment portfolios based on a freely defined asset allocation and supports foreign currency accounts using exchange rates published by the European Central Bank (ECB). It supports importing data from CSV files and PDF documents, and provides detailed reports including statements of assets and performance calculations.
Morningstar: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Portfolio Performance: Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Morningstar: Audience Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities	Portfolio Performance: Audience Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes
Morningstar: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Portfolio Performance: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
Morningstar: API Offers API Not Supported	Portfolio Performance: API Offers API Not Supported
Morningstar: Screenshots and Videos View more images or videos	Portfolio Performance: Screenshots and Videos View more images or videos
Morningstar: Pricing No information available. Free Version Not Supported Free Trial Supported	Portfolio Performance: Pricing Free Free Version Supported Free Trial Not Supported
Morningstar: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Portfolio Performance: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Morningstar: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Portfolio Performance: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Supported
Morningstar: Company Information Morningstar Founded: 1984 United States www.morningstar.com	Portfolio Performance: Company Information Portfolio Performance Germany www.portfolio-performance.info/
Morningstar: Alternatives AlternativeSoft 4.8 out of 5 stars	Portfolio Performance: Alternatives Portseido 5.0 out of 5 stars
Morningstar: Barron's	Portfolio Performance: Diversiview LENSELL
Morningstar: Bloomberg	Portfolio Performance: Venn by Two Sigma Two Sigma
Morningstar: Atom Atom Finance	Portfolio Performance: Soborro Portfolio Risk Profiler Soborro Research
Morningstar: Stock Rover 4.0 out of 5 stars View All	Portfolio Performance: PortfolioMetrics View All
Morningstar: Categories Financial Research Supported Portfolio Analysis Supported Stock Analysis Supported Stock Portfolio Management Supported Stock Screeners Supported	Portfolio Performance: Categories Portfolio Analysis Supported

Morningstar: Integrations Alpha Vantage Not Supported AlternativeSoft Supported Broadridge 15(c) Board Reporting Supported Claude for Financial Services Supported FA Solutions Supported Fintech Sandbox Supported Google Sheets Not Supported Magnifi Supported Microsoft Excel Not Supported Molecule Supported MoneyGuide Supported Nitrogen Supported Pontera Supported RightCapital Supported SmartOffice Supported Wealth-Lab Supported XML Not Supported Yahoo Finance Not Supported bitsCrunch Supported cXchange Supported Show More Integrations View All 15 Integrations	Portfolio Performance: Integrations Alpha Vantage Supported AlternativeSoft Not Supported Broadridge 15(c) Board Reporting Not Supported Claude for Financial Services Not Supported FA Solutions Not Supported Fintech Sandbox Not Supported Google Sheets Supported Magnifi Not Supported Microsoft Excel Supported Molecule Not Supported MoneyGuide Not Supported Nitrogen Not Supported Pontera Not Supported RightCapital Not Supported SmartOffice Not Supported Wealth-Lab Not Supported XML Supported Yahoo Finance Supported bitsCrunch Not Supported cXchange Not Supported Show More Integrations View All 9 Integrations
Morningstar: Claim Morningstar and update features and information Claim Morningstar and update features and information	Portfolio Performance: Claim Portfolio Performance and update features and information Claim Portfolio Performance and update features and information