Best Portfolio Management Software in 2026
Updated
81ranked
0free plans on this page
$1/molowest paid tier
11 Oct 2026last checked
0 of 6 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 |
|---|---|---|---|---|---|---|---|
| 51 | Privé Technologies | No signal | 5.7 | ||||
| 52 | Allocare AMS | No signal | 5.7 | ||||
| 53 | Linedata Global HedgeWindows · Self-hosted · API | One bar | 1 of 6 | 5.7 | |||
| 54 | SS&C Advent AxysWindows | One bar | 1 of 6 | 5.7 | |||
| 55 | QuickenWeb · Windows · Mac | Two bars | No | 3 of 6 | $3.99/mo | 5.6 | |
| 56 | Croesus Advisor | No signal | 5.6 | ||||
| 57 | FundwaveWeb · Android · iPhone · API | Two bars | No | 3 of 6 | $800/mo | 5.5 | |
| 58 | Profile Asset Management | No signal | 5.5 | ||||
| 59 | AllocateWeb | One bar | 1 of 6 | 5.5 | |||
| 60 | Infront Portfolio Manager | No signal | 5.4 | ||||
| 61 | AssetBook PulseWeb | No signal | 1 of 6 | 5.4 | |||
| 62 | Dynamo CRM & Deal ManagementWeb · Android · iPhone · API | Two bars | 3 of 6 | 5.4 | |||
| 63 | CircleBlack Portfolio ReportingWeb · Android · iPhone | Two bars | No | 3 of 6 | $550/mo | 5.3 | |
| 64 | FNZ Portfolio Manager | One bar | 5.3 | ||||
| 65 | SerafWeb · API | One bar | No | 1 of 6 | $50/mo | 5.2 | |
| 66 | Assetgrip | No signal | 5.2 | ||||
| 67 | Asset ClassWeb · Android · iPhone | Two bars | No | 3 of 6 | $1/mo | 5.2 | |
| 68 | eFront InvestWeb | No signal | 1 of 6 | 5.2 | |||
| 69 | BNY Performance Solutions | No signal | 5.1 | ||||
| 70 | Wealthica APIWeb · Android · iPhone · API | One bar | 3 of 6 | 5.1 | |||
| 71 | Fund ManagerWeb · Windows | One bar | No | 2 of 6 | 5.0 | ||
| 72 | PORTIASelf-hosted | One bar | 0 of 6 | 5.0 | |||
| 73 | TokenPadAndroid · iPhone | No signal | 2 of 6 | 5.0 | |||
| 74 | JStockWindows · Mac · Linux · Android | One bar | 4 of 6 | 5.0 | |||
| 75 | SEI Wealth Platform | No signal | 4.9 |
Compare all 25 in a table
| # | App | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 51 | Privé Technologies | 5.7 | multi_asset_alternatives | Yes | ||
| 52 | Allocare AMS | 5.7 | multi_asset_alternatives | Yes | ||
| 53 | Linedata Global Hedge | 5.7 | ||||
| 54 | SS&C Advent Axys | 5.7 | multi_asset | Yes | ||
| 55 | Quicken | 5.6 | No | Free | Stocks, ETFs, mutual funds, bonds, and cryptocurrency | Yes |
| 56 | Croesus Advisor | 5.6 | multi_asset | Yes | ||
| 57 | Fundwave | 5.5 | ||||
| 58 | Profile Asset Management | 5.5 | multi_asset_alternatives | Yes | ||
| 59 | Allocate | 5.5 | multi_asset_alternatives | Yes | ||
| 60 | Infront Portfolio Manager | 5.4 | multi_asset | Yes | ||
| 61 | AssetBook Pulse | 5.4 | multi_asset_alternatives | Yes | ||
| 62 | Dynamo CRM & Deal Management | 5.4 | ||||
| 63 | CircleBlack Portfolio Reporting | 5.3 | No | multi_asset | Yes | |
| 64 | FNZ Portfolio Manager | 5.3 | multi_asset_alternatives | |||
| 65 | Seraf | 5.2 | No | multi_asset_alternatives | Yes | |
| 66 | Assetgrip | 5.2 | multi_asset_alternatives | Yes | ||
| 67 | Asset Class | 5.2 | No | $99/user/mo | multi_asset_alternatives | Yes |
| 68 | eFront Invest | 5.2 | multi_asset_alternatives | Yes | ||
| 69 | BNY Performance Solutions | 5.1 | multi_asset_alternatives | Yes | ||
| 70 | Wealthica API | 5.1 | ||||
| 71 | Fund Manager | 5.0 | No | multi_asset | Yes | |
| 72 | PORTIA | 5.0 | multi_asset | Yes | ||
| 73 | TokenPad | 5.0 | Yes | multi_asset_alternatives | Yes | |
| 74 | JStock | 5.0 | Yes | single_asset | Yes | |
| 75 | SEI Wealth Platform | 4.9 | No | multi_asset | Yes |
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