Thinking of getting new portfolio analysis software. Dropped Morningstar due to cost. Anyone have any recs, or should I just use the limited options on Blackrock, etc, to access Morningstar?

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How about some details on what you want to do with the software.

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Really, do better portfolio reviews. Right now, I have the LPL Portfolio Manager which provides a performance report. I am realizing I need a way to talk about something other than just performance. Such as downside capture and protection, etc.

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great question...in the same boat

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I just got Morningstar. $165 a month but it does it all.

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Should look at Hiddenlevers

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Mr. Manager is posting again y'all 🤡

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