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Best CircleBlack Portfolio Reporting Alternatives in 2026

Updated

20 apps from portfolio management software ranked against CircleBlack Portfolio Reporting on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo7.4
    CircleBlack Portfolio Reporting vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo7.4
    CircleBlack Portfolio Reporting vs Snowball Analytics
  3. 3
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo7.4
    CircleBlack Portfolio Reporting vs Portfolio Performance
  4. 4
    Stock Rover Free plan AndroidiOSWebWin $2/mo7.4
    CircleBlack Portfolio Reporting vs Stock Rover
  5. 5
    Finary Free plan AndroidiOSMacWeb €4.58/mo7.3
    CircleBlack Portfolio Reporting vs Finary
  6. 6
    getquin Free plan AndroidiOSWeb €749.92/mo7.1
    CircleBlack Portfolio Reporting vs getquin
  7. 7
    BlackRock Aladdin apiWeb 7.0
    CircleBlack Portfolio Reporting vs BlackRock Aladdin
  8. 8
    rotki Free plan LinuxMacself-hostedWin €9/mo7.0
    CircleBlack Portfolio Reporting vs rotki
  9. 9
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo7.0
    CircleBlack Portfolio Reporting vs Wealthfolio
  10. 10
    Temenos Wealth Front Office apiself-hostedWeb 6.9
    CircleBlack Portfolio Reporting vs Temenos Wealth Front Office
  11. 11
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 6.9
    CircleBlack Portfolio Reporting vs CGI Wealth360 Portfolio Management
  12. 12
    Addepar AndroidapiiOSWeb 6.9
    CircleBlack Portfolio Reporting vs Addepar
  13. 13
    QPLIX AndroidapiiOSMacself-hosted 6.9
    CircleBlack Portfolio Reporting vs QPLIX
  14. 14
    Bloomberg AIM self-hosted 6.8
    CircleBlack Portfolio Reporting vs Bloomberg AIM
  15. 15
    SS&C Advent Geneva apiself-hostedWeb 6.8
    CircleBlack Portfolio Reporting vs SS&C Advent Geneva
  16. 16
    WealthSpectrum AndroidapiiOSself-hostedWeb 6.8
    CircleBlack Portfolio Reporting vs WealthSpectrum
  17. 17
    PortfolioPilot Free plan Web $20/mo6.8
    CircleBlack Portfolio Reporting vs PortfolioPilot
  18. 18
    Tamarac AndroidapiiOSWeb 6.7
    CircleBlack Portfolio Reporting vs Tamarac
  19. 19
    Advyzon AndroidiOSWeb 6.7
    CircleBlack Portfolio Reporting vs Advyzon
  20. 20
    Enfusion iOSLinuxMacWebWin 6.7
    CircleBlack Portfolio Reporting vs Enfusion

CircleBlack Portfolio Reporting alternatives compared

#AppScoreFree planFromRuns on
1Sharesight7.4Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics7.4Free plan$6.67/moAndroid, iOS, Web
3Portfolio Performance7.4Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
4Stock Rover7.4Free plan$2/moAndroid, iOS, Web, Windows
5Finary7.3Free plan€4.58/moAndroid, iOS, Mac, Web
6getquin7.1Free plan€749.92/moAndroid, iOS, Web
7BlackRock Aladdin7.0API, Web
8rotki7.0Free plan€9/moLinux, Mac, self-hosted, Windows
9Wealthfolio7.0Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
10Temenos Wealth Front Office6.9API, self-hosted, Web
11CGI Wealth360 Portfolio Management6.9Android, API, iOS, Web
12Addepar6.9Android, API, iOS, Web
13QPLIX6.9Android, API, iOS, Mac, self-hosted, Web, Windows
14Bloomberg AIM6.8self-hosted
15SS&C Advent Geneva6.8API, self-hosted, Web
16WealthSpectrum6.8Android, API, iOS, self-hosted, Web
17PortfolioPilot6.8Free plan$20/moWeb
18Tamarac6.7Android, API, iOS, Web
19Advyzon6.7Android, iOS, Web
20Enfusion6.7iOS, Linux, Mac, Web, Windows
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Questions about CircleBlack Portfolio Reporting alternatives

What is the best alternative to CircleBlack Portfolio Reporting?

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 CircleBlack Portfolio Reporting?

Sharesight is the best-ranked alternative with a free plan. 9 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.