Morningstar Direct vs. Navexa

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Morningstar Direct
Score 9.3 out of 10
N/A
Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.N/A
Navexa
Score 0.0 out of 10
N/A
Navexa is a portfolio performance tracking & tax reporting tool that helps individuals optimize their investment journey. The web and mobile-based platform integrates with both stock broker and crypto exchange accounts to provide comprehensive, detailed portfolio performance tracking. Navexa's performance calculation engine shows users their simple and CAGR returns, and breaks performance down by capital gains, dividend income and currency gain at both the portfolio and…
$12
per month
Pricing
Morningstar DirectNavexa
Editions & Modules
No answers on this topic
Free
$0
Standard
$12
per month
Plus
$15
per month
Offerings
Pricing Offerings
Morningstar DirectNavexa
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Morningstar DirectNavexa
User Ratings
Morningstar DirectNavexa
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Morningstar DirectNavexa
Likelihood to Recommend
Morningstar
Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.
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Navexa
No answers on this topic
Pros
Morningstar
  • Best for research.
  • Analyst reporting is fantastic.
  • The ability to look at a wide variety of assets is great.
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Navexa
No answers on this topic
Cons
Morningstar
  • The system is sometimes slow.
  • Glitchy and sometimes hard to use.
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Navexa
No answers on this topic
Alternatives Considered
Morningstar
Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.
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Navexa
No answers on this topic
Return on Investment
Morningstar
  • Returns not yet realised.
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Navexa
No answers on this topic
ScreenShots

Navexa Screenshots

Screenshot of Portfolio overviewScreenshot of Holding screenScreenshot of Portfolio contributions screenScreenshot of Capital gains tax toolScreenshot of Taxable income tool