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Exirio vs Morningstar Direct

Updated February 10, 2026

Exirio vs Morningstar Direct: Which is best for you?

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Starting Price

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Pricing available upon request

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Investments Tracking
4.83
Mobile Access
4.83
Bonds/Stocks
4.70
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Financial Analysis
4.43
Performance Metrics
4.40
Reporting/Analytics
4.27
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Integrations
Plaid
Plaid
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Excel Add-ins
Excel Add-ins
Microsoft Excel
Microsoft Excel
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Pros / Cons
  • Powerful budget and tracking features
  • Exactly what I was looking for: simple & clear solution to track my finances spread across various currencies and investment methods!
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  • The platform offers good visualisation capabilities; customisable charts, dashboards, and the ability to integrate data series across time and benchmark.
  • It honestly just feels clunky at so many iterations or when there are minor issues. When the main fix is just a simple restart, it becomes frustrating that there is often time a repeating of work due to the software not functioning/loading properly on computers that have the capacity to smoothly run the program.
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Ease-of-Use
Highest performing feature
in the comparison
4.8/ 5
3.8/ 5
Value for Money
Highest performing feature
in the comparison
4.9/ 5
3.9/ 5
Customer Support
Highest performing feature
in the comparison
4.8/ 5
4.2/ 5
Functionality
Highest performing feature
in the comparison
4.7/ 5
4.3/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad