Best Morningstar Alternatives in 2026
If Morningstar is where you run Portfolio X-Ray, you want to know what your funds and ETFs really hold. AllInvestView opens them the same way, adds their holdings to the shares you own directly and shows where your funds overlap. Returns for any dates, dividend income and capital gains reports for your country come from that same portfolio.
About Morningstar
Morningstar is an investment research firm best known for its fund star ratings, with fund analysis, research tools and portfolio tracking alongside.
Who it suits: Fund investors who rely on professional research, star ratings, and analyst reports for investment decisions.
The alternatives
AllInvestView
Portfolio X-Ray looks inside your funds and ETFs as Morningstar's does, combining what they hold with shares you bought yourself, for listings in Europe and beyond. Then returns between any dates, dividends and capital gains for your country.
Snowball Analytics
Snowball Analytics added a fund X-Ray in July 2025, so a Morningstar user can still see through their ETFs. It pairs that with a dividend calendar and a 13-factor Dividend Rating, and brokers sync on its paid plans.
Getquin
getquin's DeepDive does the job of Morningstar's X-Ray from the ETF providers' published holdings and shows your effective allocation. It was built in Berlin for European investors, and you can link banks and brokers without paying.
Koyfin
Koyfin suits a Morningstar reader who mostly comes for research. It has global fundamentals, estimates and dashboards you build yourself, with ETF screening from the Plus plan. Mutual fund data comes with the advisor plans.
Stock Rover
Stock Rover keeps Morningstar's mix of research and portfolio in one place, with 300+ metrics, stock scores and screeners on its paid tiers. Even the free plan can link a brokerage.
| Platform | Key Features | Pricing |
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Industry-standard fund ratings, Comprehensive research, Portfolio X-Ray analysis, Trusted brand | Morningstar Investor: $249/year or $34.95/month USD, with a seven-day free trial. |
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AllInvestView
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Automatic portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Dividend calendar, ex-dates and forecasting, Dividend Rating on 13 fundamentals, Automatic broker sync across more than 1,000 institutions, Fund X-Ray on Analytics since July 2025 | Free tier (1 portfolio, 10 holdings); paid plans from $7.99/month or $79.99/year, up to $24.99/month or $249.99/year |
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Getquin
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Public profiles, following and a community ideas feed built into the core product, 2,000+ bank and broker connections available on the free tier, DeepDive look-through into the composition of ETFs and stocks, iOS, Android and web apps kept in step | Free tier; Premium 89.99 EUR/yr or 9.99 EUR/month in the app; Wealth 149.99 EUR/yr |
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Deep global fundamentals, estimates and macro data, Dashboards and charting you configure yourself, Portfolio holdings on desktop and mobile, synced, Generous free tier for research | Free plan; Plus $39/month, Premium $79/month, advisor tiers from $209/month |
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Advanced stock screener, Comprehensive fundamental data, Portfolio analytics and rebalancing, Dividend tracking and projections, Brokerage integration | Free plan; paid from $29/month ($348/year), up to $149/month |
Asset and reporting coverage. ✓ = full native support · ● = partial or manual · × = not supported.
| Tool | Stocks / ETFs | Bonds | Options | Crypto | Custom assets | Dividend tracking | Multi-currency | Broker sync | CGT reports | Free tier | Mobile app | Advisor features |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllInvestView | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Getquin | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | × | ✓ | ✓ | × |
| Snowball Analytics | ✓ | ● | ● | ● | ● | ✓ | ✓ | ✓ | ● | ✓ | ✓ | × |
Our pick, and why
#1 Morningstar Alternative
AllInvestView
Portfolio tracking, analysis and tax reports
Look-through comes first. AllInvestView ranks the companies inside your funds next to the shares you bought yourself and spreads each fund across its sectors and countries. Bonds, options, crypto and property sit in the same portfolio as your funds.
Our take: AllInvestView opens your funds, puts their holdings next to your own shares and runs your returns, income and tax reports off that same portfolio.
Where that shows up against Morningstar
See through every fund, then across all of them
Portfolio X-Ray in AllInvestView opens your ETFs and funds and adds what they hold to the shares you own directly. A stock you reach through two index funds and a direct position appears once, at its combined weight. Run it on one portfolio, a combined portfolio or everything you own.
The Funds and overlap view compares the holdings found inside your funds. The holdings list filters to companies you own two ways or that sit in two or more funds, and the full X-Ray downloads as a CSV file. On the dashboard, the sector and country charts split each fund across its underlying exposure instead of filing it under a single label.
Shortlisting a new fund works the same way. The free ETF Overlap tool compares up to five ETFs and lists the holdings they share, with no account needed.
AllInvestView
Returns between any two dates, income included
Morningstar's Performance tab switches between calendar-year and monthly returns. In AllInvestView you set the start and end yourself, a tax year, the months since you changed strategy or the day you bought your first fund, and the dashboard returns the IRR, capital gain and dividends for exactly that window.
Set only the end date and the portfolio is rebuilt as it stood that day, with each holding and its weight. Imported trades keep their own dates and costs, so the history behind those figures is your real one.
Fund and stock income get a report of their own: gross payments, withholding and net income, the growth of each payer, a dividend calendar with pay dates and a twelve-month forecast.
AllInvestView
Tax rules for your country, and the assets beyond funds
Tax time is where the portfolio has to add up. Choose your country and the capital gains report applies its rates and special rules, such as the US wash sale, the UK bed and breakfast rule or Ireland's deemed disposal on funds. Rates stay editable, and you can hand your accountant the report as a PDF, Excel or CSV file.
Filing packs go further for countries including the UK, the US, Germany, Canada and Australia, laying out the figures by the boxes on the official forms.
Funds rarely make up the whole portfolio. Individual bonds show yield to maturity and duration, priced against the government benchmark curve of their currency. Options carry their Greeks, and crypto and property count toward the same total.
AllInvestView
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountMove your history
Morningstar lets you download any portfolio from its Holdings tab. That file gives you the positions; your broker statements hold the dated purchases and sales that returns and tax depend on.
- Download the portfolio from Morningstar. Investor saves a CSV file, and legacy Portfolio Manager saves an Excel file.
- Magic Import reads CSV and Excel files with column layouts it has not seen before, and asks you to check any row it cannot match.
- Add the dated history from your broker, either as a transaction export or through direct broker sync where your broker is supported. The assistant also reads PDF statements and screenshots and previews the trades for your approval.
AllInvestView
Support at AllInvestView runs through in-app tickets. Attach the fund export or statement that doesn't add up, and the reply arrives in the same thread from someone who can check the holding behind the figure.
See how support worksQuestions people ask about Morningstar
Does AllInvestView have fund ratings like Morningstar?
No, AllInvestView doesn't rate funds. It shows how the funds you own affect your portfolio returns.
Is Morningstar worth the price compared to AllInvestView?
If what you want is a portfolio tracker, AllInvestView puts fund look-through, returns and tax reports in one place, and you can start on the free plan.
Does AllInvestView have a Portfolio X-Ray like Morningstar's?
Yes. Portfolio X-Ray combines the shares you hold directly with the holdings inside your ETFs and funds, shows where funds overlap and counts the holdings shared by several funds. Sector and country charts on the dashboard split funds across their underlying exposure. X-Ray is included from the Starter plan up.
How much does Morningstar Investor cost in 2026?
In the US, Morningstar Investor costs $249 a year or $34.95 a month, with a seven-day free trial. Investor has no free tier. AllInvestView has a free plan, annual subscriptions and a one-time lifetime option.
What happened to Morningstar Premium and Portfolio Manager?
Morningstar converted Premium memberships into Investor subscriptions when Investor launched in June 2022, and Premium is no longer sold. Legacy Portfolio Manager is still open to former Premium members who keep an Investor subscription. Cancelling Investor removes access to the portfolio data in both.
Can I check ETF overlap before I buy a fund?
Yes. AllInvestView's ETF Overlap tool is free and needs no signup. Enter up to five ETFs to see the holdings they share, each fund's weight in them and what the mix owns overall.
Can AllInvestView track funds listed outside the US?
Yes. Securities are matched by ticker or ISIN across exchanges, so UCITS ETFs and shares listed in Europe or Australia sit in the same portfolio as US funds. Each account keeps its currency, and totals convert to the display currency you choose.
Morningstar's analysts give funds and ETFs a Medalist Rating from Gold to Negative, next to the star rating built from past performance. If that research shapes what you buy, keep reading it and let your tracker handle the returns and the tax.
Disclaimer: This comparison is based on independent research conducted in 2026, with pricing verified on 2026-10-12. We are not affiliated with Morningstar or any third-party product mentioned. Pricing and features may change. Please verify details on each platform's official website.