Morningstar Direct vs. Shrimpy

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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Shrimpy is a good visual aid but it lacks some key features, such as a mobile app.

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• Best for research.
• Analyst reporting is fantastic.
• The ability to look at a wide variety of assets is great.

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• Connects accounts.
• Automate trading however i don't use this currently.
• Copy trades etc.

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• The system is sometimes slow.
• Glitchy and sometimes hard to use.

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• No financial security.
• No mobile app (yet).

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Shrimpy is simpler to use, and the portfolio rebalancing to adjust to market movements is its best asset. This was used for stocks and shares prior and works in a similar way with crypto. Not sure as to the long-term gains this will provide but the theory stacks up.

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• Returns not yet realised.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Crypto has taken a hit so ROI is negative at the moment but it will go back up.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info