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Best Investment Tools in 2026

Use investment software to monitor portfolios, examine investments, study markets and filter stocks. This list is for readers comparing software before paying or deciding whether a free option fits.

  1. 1

    Exirio

    by Exirio
    Free plan AndroidiPhoneWeb

    Exirio combines portfolio tracking, analysis and account connections across many asset types. A free plan is available, with paid tiers adding connections, dividend tracking, data and support.

    7.6 Free plan · paid from $9/mo · 30-day trial Visit site
  2. 2

    Ghostfolio

    Free plan AndroidSelf-hostedWeb

    Ghostfolio combines portfolio tracking, allocation views, performance reporting, and risk analysis with open-source and self-hosting options.

    7.5 Free plan Visit site
  3. 3

    Portfolio Performance

    by Portfolio Performance
    Free plan AndroidiPhoneLinux+2

    Portfolio Performance combines transaction tracking with portfolio analysis and multiple return calculations.

    7.4 Free plan Visit site
  4. 4

    Sharesight

    by Sharesight
    Free plan AndroidAPIiPhone+1

    Sharesight brings investment tracking, dividend updates, and reporting into one portfolio service, with a free tier for a small portfolio.

    7.3 Free plan · paid from $7/mo (annual) · 14-day trial Visit site
  5. 5

    Snowball Analytics

    by Snowball Analytics
    Free plan AndroidiPhoneWeb

    Snowball Analytics brings investment tracking, performance analysis, and dividend tools together across several asset types.

    7.1 Free plan · paid from $7.99/user/mo · 14-day trial Visit site
  6. 6

    Stock Rover

    by Stock Rover
    Free plan AndroidiPhoneWeb+1

    Stock Rover combines screening, research reports, historical data, and portfolio analysis in a browser-based service.

    7.1 Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  7. 7

    Wealthfolio

    Free plan iPhoneLinuxMac+3

    Wealthfolio combines investment tracking with net-worth and planning tools, with a free core and paid connection options.

    6.9 Free plan · paid from $2.99/user/mo Visit site
  8. 8

    Koyfin

    Free plan AndroidiPhoneWeb
    6.6 Free plan Visit site
  9. 9

    Invesh

    Free plan Web
    6.3 Free plan Visit site
  10. 10

    Kubera

    Free trial AndroidiPhoneWeb

    Kubera brings connected and manually entered assets into a detailed wealth view across web and mobile.

    6.2 From $250/yr · 14-day trial Visit site
  11. 11

    Morningstar Investor

    Free trial AndroidiPhoneWeb

    Morningstar Investor brings investment research and portfolio analysis together across web and mobile platforms.

    6.2 From $249/yr · 7-day trial Visit site
  12. 12

    StockCharts

    Free plan iPhoneWeb
    6.2 Free plan · paid from $19.95/mo · 30-day trial Visit site
  13. 13

    Vyzer

    Free plan AndroidiPhoneWeb
    6.1 Free plan · paid from $145/mo (annual) Visit site
  14. 14

    TIKR

    Free plan Web
    5.8 Free plan Visit site
  15. 15

    ShareScope

    Paid AndroidiPhoneMac+2
    5.1 From £36/mo Visit site
  16. 16

    Finapolis

    Paid Web
    4.8 From $79/mo (annual) · 14-day trial Visit site
  17. 17

    Strabo

    Paid Web
    4.3 From £9/mo · 7-day trial Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

Assess free tiers, trial lengths and entry paid rates, plus account linking, asset coverage, research tools, screeners, dividend features and mobile apps. Verify support for web, iOS, Android, Windows, macOS and Linux, and inspect the licence when you need to read or modify code.

Questions

Which investment tools list a free plan?

Free plans are listed for Ghostfolio, Invesh, Koyfin and StockCharts.

Which tools offer a free trial?

Finapolis and Kubera show 14-day trials; Morningstar Investor shows a 7-day trial, while StockCharts shows a 30-day trial.

What is the lowest listed paid starting price?

StockCharts starts paid plans at $19.95 per month. Finapolis lists $79 per month when billed annually; Sharescope lists £36 per month.

Which platforms are covered?

The listed category spans web, iOS, Android, Windows, macOS and Linux. Check a tool's own platform support before choosing.

What features can I compare?

You can compare free plans, paid starting prices, account sync, supported assets, investment research, stock screeners, dividend tracking and mobile apps.

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