Best Allocate Alternatives in 2026
Updated
20 apps from portfolio management software ranked against Allocate on the same published basis.
- 1Allocate vs Sharesight
- 2Allocate vs Snowball Analytics
- 3Allocate vs Portfolio Performance
- 4Allocate vs Stock Rover
- 5Allocate vs getquin
- 6Allocate vs rotki
- 7Allocate vs Wealthfolio
- 8Allocate vs Temenos Wealth Front Office
- 9Allocate vs CGI Wealth360 Portfolio Management
- 10Allocate vs QPLIX
- 11Allocate vs BlackRock Aladdin
- 12Allocate vs Bloomberg AIM
- 13Allocate vs WealthSpectrum
- 14Allocate vs PortfolioPilot
- 15Allocate vs Tamarac
- 16Allocate vs Enfusion
- 17Allocate vs SimCorp One
- 18Allocate vs SS&C Advent Geneva
- 19Allocate vs Addepar
- 20Allocate vs Allvue Investment Management
Allocate alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Sharesight | 7.4 | Free plan | $7/mo | Android, API, iOS, Web |
| 2 | Snowball Analytics | 7.4 | Free plan | $6.67/mo | Android, iOS, Web |
| 3 | Portfolio Performance | 7.4 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 4 | Stock Rover | 7.4 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 5 | getquin | 7.1 | Free plan | €749.92/mo | Android, iOS, Web |
| 6 | rotki | 7.0 | Free plan | €9/mo | Linux, Mac, self-hosted, Windows |
| 7 | Wealthfolio | 7.0 | Free plan | $2.99/mo | iOS, Linux, Mac, self-hosted, Web, Windows |
| 8 | Temenos Wealth Front Office | 6.9 | No | — | API, self-hosted, Web |
| 9 | CGI Wealth360 Portfolio Management | 6.9 | No | — | Android, API, iOS, Web |
| 10 | QPLIX | 6.9 | No | — | Android, API, iOS, Mac, self-hosted, Web, Windows |
| 11 | BlackRock Aladdin | 6.8 | No | — | — |
| 12 | Bloomberg AIM | 6.8 | No | — | self-hosted |
| 13 | WealthSpectrum | 6.8 | No | — | Android, API, iOS, self-hosted, Web |
| 14 | PortfolioPilot | 6.8 | Free plan | $20/mo | Web |
| 15 | Tamarac | 6.7 | No | — | Web, iOS, Android |
| 16 | Enfusion | 6.7 | No | — | iOS, Linux, Mac, Web, Windows |
| 17 | SimCorp One | 6.6 | No | — | — |
| 18 | SS&C Advent Geneva | 6.6 | No | — | Web |
| 19 | Addepar | 6.6 | No | — | Web |
| 20 | Allvue Investment Management | 6.6 | No | — | Browser, Web |
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Questions about Allocate alternatives
What is the best alternative to Allocate?
Sharesight, number 1 in portfolio management software with a score of 7.4 out of 10. The others here: Snowball Analytics, Portfolio Performance, Stock Rover and 16 more.
What is the best free alternative to Allocate?
Sharesight is the best-ranked alternative with a free plan. 8 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.