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Best Portfolio Management Software in 2026

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.

  1. 1

    rotki

    by rotki
    Free plan Open source APILinuxMac+3

    rotki brings local portfolio tracking, blockchain activity decoding, and tax reporting together, with a free plan and paid additions.

    8.9 Free plan Visit site
  2. 2

    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.

    7.4 Free plan · paid from $7/mo (annual) · 14-day trial 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

    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.

    7.4 Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  5. 5

    Finary

    by Finary
    Free plan AndroidAPIiPhone+2

    Finary combines account connections, asset tracking, portfolio reporting, and budgeting features, with paid tiers expanding account and goal limits.

    7.3 Free plan · paid from €149.99/yr · 14-day trial Visit site
  6. 6

    Snowball Analytics

    by Snowball Analytics
    Free plan AndroidiPhoneWeb

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

    7.2 Free plan · paid from $7.99/user/mo · 14-day trial Visit site
  7. 7

    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.

    7.2 Free plan · paid from $9/mo · 30-day trial Visit site
  8. 8

    getquin

    by getquin
    Free plan AndroidiPhoneWeb

    getquin combines net worth tracking and portfolio analysis with multiple import options and community features.

    7.2 Free plan · paid from €89.99/yr Visit site
  9. 9

    Wealthfolio

    Free plan iPhoneLinuxMac+3

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

    7.2 Free plan · paid from $2.99/user/mo Visit site
  10. 10

    CoinTracking

    by CoinTracking
    Free plan AndroidAPIiPhone+1

    CoinTracking combines broad import coverage with portfolio analysis and country-specific tax reporting.

    7.1 Free plan · paid from $49/yr · 7-day trial Visit site
  11. 11

    Ghostfolio

    Free plan AndroidSelf-hostedWeb

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

    6.9 Free plan Visit site
  12. 12

    JStock

    Free plan AndroidLinuxMac+1

    JStock combines broad stock-market coverage with portfolio records, alerts, history, and rule-based filtering at no desktop cost. Check the Android payment model and Java requirement for your setup.

    6.9 Free plan Visit site
  13. 13

    PortfolioPilot

    by PortfolioPilot
    Free plan Web

    PortfolioPilot combines multi-asset tracking, planning tools and portfolio analysis, with a free plan and a no-card premium trial.

    6.8 Free plan · paid from $20/mo (annual) · 10-day trial Visit site
  14. 14

    Freehold

    Free plan APIWeb

    Freehold combines portfolio analytics, rapid deal underwriting, and predictive sourcing for US real estate owners.

    6.7 Free plan · paid from $29/mo · 14-day trial Visit site
  15. 15

    Portfolio Visualizer

    Free plan Web

    Portfolio Visualizer brings backtesting, screening, and allocation analysis into one web service.

    6.6 Free plan · paid from $30/mo (annual) · 14-day trial Visit site
  16. 16

    AlternativeSoft

    by AlternativeSoft
    Free trial APILinuxMac+2

    AlternativeSoft combines broad fund coverage with screening, portfolio, due-diligence, and private-equity analytics.

    6.4 Pricing on request Visit site
  17. 17

    TokenPad

    by TokenPad
    Free plan AndroidiPhone

    TokenPad combines portfolio monitoring, transaction tracking, protocol coverage, and research in free Android and iOS apps.

    6.3 Free plan Visit site
  18. 18

    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
  19. 19

    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
  20. 20

    CGI Wealth360 Portfolio Management

    Paid AndroidAPIiPhone+1

    CGI Wealth360 Portfolio Management covers portfolio tools, advisor workflows, compliance checks, billing and digital investor workflows on an integrated platform.

    6.1 Pricing on request Visit site
  21. 21

    Black Diamond Wealth Solutions

    by Black Diamond Wealth Solutions
    Paid AndroidAPIiPhone+1

    Black Diamond brings portfolio management, client access, trading workflows, and compliance tools into a connected platform for wealth firms.

    6.1 Pricing on request Visit site
  22. 22

    Addepar

    by Addepar
    Paid AndroidAPIiPhone+1

    Addepar brings portfolio analysis, reporting, billing and client access into a data platform for financial professionals.

    6.0 Pricing on request Visit site
  23. 23

    Tamarac

    by Tamarac
    Paid AndroidAPIiPhone+1

    Consider Tamarac if your RIA practice needs trading workflows alongside reporting, billing, and CRM functions.

    6.0 Pricing on request Visit site
  24. 24

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5

    Choose FundCount if your organization needs investment accounting across portfolios, partnerships, and general ledgers, with multiple deployment choices.

    6.0 From $14,450/yr Visit site
  25. 25

    Landytech Sesame One

    by Landytech Sesame One
    Paid AndroidAPIiPhone+1

    Sesame One combines broad portfolio data connections with analytics, reporting, and an AI assistant.

    6.0 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

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