Best Portfolio Management Software in 2026
Updated
81ranked
4free plans on this page
$4.08/molowest paid tier
11 Oct 2026last checked
5 of 11 with known pricing have a free tier;0 apps show full bars: free, open, on most devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 26 | FundCountWeb · Windows · Mac · Linux · Self-hosted · API | Two bars | No | 4 of 6 | $1204.17/mo | 6.5 | |
| 27 | XplanWeb · Android · iPhone · API | Two bars | 3 of 6 | 6.5 | |||
| 28 | CoinTrackingWeb · Android · iPhone · API | Three bars | 3 of 6 | $4.08/mo | 6.5 | ||
| 29 | AlternativeSoftWeb | No signal | 1 of 6 | 6.4 | |||
| 30 | Landytech Sesame OneWeb · Android · iPhone · API | Two bars | 3 of 6 | 6.3 | |||
| 31 | Charles River IMSWeb · API | One bar | 1 of 6 | 6.3 | |||
| 32 | Portfolio VisualizerWeb | Two bars | 1 of 6 | $30/mo | 6.3 | ||
| 33 | GhostfolioWeb · Android · Self-hosted | Two bars | 2 of 6 | Free | 6.3 | ||
| 34 | Asset VantageWeb · Android · iPhone | Two bars | No | 3 of 6 | 6.2 | ||
| 35 | KeeSense | No signal | 6.2 | ||||
| 36 | Orion Portfolio AccountingWeb · Android · iPhone · API | Two bars | No | 3 of 6 | $1083.33/mo | 6.2 | |
| 37 | AsoraWeb · Android · iPhone | Two bars | No | 3 of 6 | $300/mo | 6.2 | |
| 38 | Clearwater AnalyticsWeb · API | One bar | 1 of 6 | 6.2 | |||
| 39 | Corporater Investment Portfolio ManagementWeb · Self-hosted · API | One bar | 1 of 6 | 6.2 | |||
| 40 | Juniper SquareWeb · Android · iPhone · API | Two bars | 3 of 6 | 6.2 | |||
| 41 | ExirioWeb · Android · iPhone | Two bars | 3 of 6 | 6.2 | |||
| 42 | KuberaWeb · Android · iPhone | Two bars | No | 3 of 6 | $20.83/mo | 6.1 | |
| 43 | MasttroWeb · Android · iPhone | Two bars | 3 of 6 | 6.1 | |||
| 44 | FinFolioWeb · Android · iPhone · Self-hosted · API | Two bars | 3 of 6 | 6.1 | |||
| 45 | FreeholdWeb · API | Two bars | 1 of 6 | $29/mo | 6.1 | ||
| 46 | Performativ | No signal | 6.0 | ||||
| 47 | MyVest Strategic Portfolio System | No signal | 6.0 | ||||
| 48 | Morningstar InvestorWeb · Android · iPhone | Two bars | No | 3 of 6 | $20.75/mo | 5.9 | |
| 49 | Advisor360° CRMWeb · Android · iPhone | Two bars | 3 of 6 | 5.9 | |||
| 50 | FINBOURNE LUSIDWeb · API | Two bars | 1 of 6 | 5.9 |
Compare all 25 in a table
| # | App | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 26 | FundCount | 6.5 | No | Yes | ||
| 27 | Xplan | 6.5 | ||||
| 28 | CoinTracking | 6.5 | Yes | |||
| 29 | AlternativeSoft | 6.4 | multi_asset_alternatives | Yes | ||
| 30 | Landytech Sesame One | 6.3 | No | multi_asset_alternatives | Yes | |
| 31 | Charles River IMS | 6.3 | multi_asset_alternatives | Yes | ||
| 32 | Portfolio Visualizer | 6.3 | Yes | multi_asset | Yes | |
| 33 | Ghostfolio | 6.3 | Yes | multi_asset_alternatives | Yes | |
| 34 | Asset Vantage | 6.2 | No | multi_asset_alternatives | Yes | |
| 35 | KeeSense | 6.2 | multi_asset_alternatives | Yes | ||
| 36 | Orion Portfolio Accounting | 6.2 | multi_asset_alternatives | Yes | ||
| 37 | Asora | 6.2 | No | multi_asset_alternatives | Yes | |
| 38 | Clearwater Analytics | 6.2 | multi_asset_alternatives | Yes | ||
| 39 | Corporater Investment Portfolio Management | 6.2 | multi_asset_alternatives | Yes | ||
| 40 | Juniper Square | 6.2 | ||||
| 41 | Exirio | 6.2 | Yes | multi_asset_alternatives | Yes | |
| 42 | Kubera | 6.1 | No | multi_asset_alternatives | Yes | |
| 43 | Masttro | 6.1 | multi_asset_alternatives | Yes | ||
| 44 | FinFolio | 6.1 | multi_asset | Yes | ||
| 45 | Freehold | 6.1 | Yes | single_asset | Yes | |
| 46 | Performativ | 6.0 | multi_asset_alternatives | Yes | ||
| 47 | MyVest Strategic Portfolio System | 6.0 | multi_asset_alternatives | Yes | ||
| 48 | Morningstar Investor | 5.9 | No | multi_asset | Yes | |
| 49 | Advisor360° CRM | 5.9 | ||||
| 50 | FINBOURNE LUSID | 5.9 |
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