Best Portfolio Management Software in 2026
Updated
In short: Sharesight is ranked #1 of 81 as of 7 October 2026, ahead of Snowball Analytics and Portfolio Performance. The best-ranked option with a free plan is Snowball Analytics. The lowest first paid tier on this page is Stock Rover at $2/mo.
Keeping track of investments can mean reviewing allocation, performance, risk, and tax lots across different asset classes. Compare the analysis and reporting features with asset-class coverage and the maximum number of portfolios supported. Sharesight, Snowball Analytics, and Stock Rover are among the entries to consider, with getquin and rotki also appearing in the selection. Check whether tax-lot tracking is included for the records you maintain, and weigh free-plan availability against paid-from pricing. These details can help you compare software against the scale and oversight your portfolio work calls for.
81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
10 of the 25 here have a free tier you can use, 0 have open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | SharesightWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $7/mo | 7.4 | |
| 2 | Snowball AnalyticsWeb · Android · iPhone | Three bars | — | 3 of 6 | $6.67/mo | 7.4 | |
| 3 | Portfolio PerformanceWindows · Mac · Linux · Android · iPhone | Three bars | — | 5 of 6 | $2.08/mo | 7.4 | |
| 4 | Stock RoverWeb · Windows · Android · iPhone | Three bars | — | 4 of 6 | $2/mo | 7.4 | |
| 5 | FinaryWeb · Mac · Android · iPhone | Three bars | — | 4 of 6 | €4.58/mo | 7.3 | |
| 6 | getquinWeb · Android · iPhone | Three bars | — | 3 of 6 | €749.92/mo | 7.1 | |
| 7 | rotkiWindows · Mac · Linux · Self-hosted | Three bars | — | 3 of 6 | €9/mo | 7.0 | |
| 8 | WealthfolioWeb · Windows · Mac · Linux · iPhone · Self-hosted | Three bars | — | 5 of 6 | $2.99/mo | 7.0 | |
| 9 | Temenos Wealth Front OfficeWeb · Self-hosted · API | One bar | — | — | 1 of 6 | — | 6.9 |
| 10 | CGI Wealth360 Portfolio ManagementWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 6.9 |
| 11 | QPLIXWeb · Windows · Mac · Android · iPhone · Self-hosted · API | Two bars | — | — | 5 of 6 | — | 6.9 |
| 12 | BlackRock AladdinNo platforms listed | One bar | — | — | 0 of 6 | — | 6.8 |
| 13 | Bloomberg AIMSelf-hosted | One bar | — | — | 0 of 6 | — | 6.8 |
| 14 | WealthSpectrumWeb · Android · iPhone · Self-hosted · API | Two bars | — | — | 3 of 6 | — | 6.8 |
| 15 | PortfolioPilotWeb | Two bars | — | 1 of 6 | $20/mo | 6.8 | |
| 16 | TamaracWeb · Android · iPhone | One bar | — | — | 3 of 6 | — | 6.7 |
| 17 | EnfusionWeb · Windows · Mac · Linux · iPhone | Two bars | — | — | 5 of 6 | — | 6.7 |
| 18 | SimCorp OneNo platforms listed | No signal | — | — | 0 of 6 | — | 6.6 |
| 19 | SS&C Advent GenevaWeb | No signal | — | — | 1 of 6 | — | 6.6 |
| 20 | AddeparWeb | No signal | — | — | 1 of 6 | — | 6.6 |
| 21 | Allvue Investment ManagementWeb · Extension | One bar | — | — | 1 of 6 | — | 6.6 |
| 22 | FundCountWeb · Windows · Mac · Linux · Self-hosted · API | Two bars | — | — | 4 of 6 | $1204.17/mo | 6.5 |
| 23 | XplanWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 6.5 |
| 24 | CoinTrackingWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $4.08/mo | 6.5 | |
| 25 | Morningstar OfficeWeb · iPhone | One bar | — | — | 2 of 6 | — | 6.4 |
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 1 | Sharesight | 7.4 | Free plan | $7/mo | Yes | $7/user/mo | multi_asset_alternatives | Yes |
| 2 | Snowball Analytics | 7.4 | Free plan | $6.67/mo | Yes | $7.99/user/mo | multi_asset_alternatives | Yes |
| 3 | Portfolio Performance | 7.4 | Free plan | $2.08/mo | Yes | — | multi_asset | Yes |
| 4 | Stock Rover | 7.4 | Free plan | $2/mo | Yes | $24/user/mo | multi_asset | Yes |
| 5 | Finary | 7.3 | Free plan | €4.58/mo | Yes | — | multi_asset_alternatives | Yes |
| 6 | getquin | 7.1 | Free plan | €749.92/mo | Yes | — | multi_asset_alternatives | Yes |
| 7 | rotki | 7.0 | Free plan | €9/mo | Yes | — | — | — |
| 8 | Wealthfolio | 7.0 | Free plan | $2.99/mo | Yes | $2.99/user/mo | multi_asset_alternatives | Yes |
| 9 | Temenos Wealth Front Office | 6.9 | No | — | — | — | multi_asset_alternatives | Yes |
| 10 | CGI Wealth360 Portfolio Management | 6.9 | No | — | — | — | multi_asset_alternatives | Yes |
| 11 | QPLIX | 6.9 | No | — | — | — | — | — |
| 12 | BlackRock Aladdin | 6.8 | No | — | — | — | multi_asset_alternatives | Yes |
| 13 | Bloomberg AIM | 6.8 | No | — | — | — | U.S. and international equities; fixed income; FX; listed equity options; futures; OTC derivatives | Yes |
| 14 | WealthSpectrum | 6.8 | No | — | — | — | — | Yes |
| 15 | PortfolioPilot | 6.8 | Free plan | $20/mo | Yes | $20/user/mo | multi_asset_alternatives | Yes |
| 16 | Tamarac | 6.7 | No | — | — | — | multi_asset_alternatives | Yes |
| 17 | Enfusion | 6.7 | No | — | — | — | — | Yes |
| 18 | SimCorp One | 6.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 19 | SS&C Advent Geneva | 6.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 20 | Addepar | 6.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 21 | Allvue Investment Management | 6.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 22 | FundCount | 6.5 | No | $1204.17/mo | No | — | — | Yes |
| 23 | Xplan | 6.5 | No | — | — | — | — | — |
| 24 | CoinTracking | 6.5 | Free plan | $4.08/mo | Yes | — | — | — |
| 25 | Morningstar Office | 6.4 | No | — | No | — | multi_asset_alternatives | Yes |
Is your app on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which portfolio management software is ranked first on Freedom251?
Sharesight is ranked #1 of 81 with a score of 7.4. Snowball Analytics is second and Portfolio Performance third.
How many of these have a free plan?
10 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Stock Rover has the lowest first paid tier we found: $2/mo.
How is this list ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.