Morningstar
Description: Morningstar is a financial services company that provides investment research and investment management services. Its key offerings include independent investment research, retirement advice, asset allocation guidance, and a wide range of investment products.
Type: software
Portfolio Performance
Description: Portfolio Performance is an open source tool for analyzing the performance of investment portfolios. It allows you to track stocks, funds, ETFs, currencies, crypto and other assets to see realized and unrealized gains, asset allocation, transactions, etc. Useful for DIY investors to monitor their portfolios.
Type: software
Pricing: Open Source