Best Portfolio Management Software in 2026
Updated
81ranked
0free plans on this page
$4.08/molowest paid tier
11 Oct 2026last checked
0 of 2 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 |
|---|---|---|---|---|---|---|---|
| 76 | Backstop Solutions | No signal | 4.9 | ||||
| 77 | PanoWeb · API | One bar | 1 of 6 | 4.9 | |||
| 78 | Insightfolio Advisor | No signal | 4.8 | ||||
| 79 | Stock Portfolio OrganizerWindows | One bar | No | 1 of 6 | $4.08/mo | 4.7 | |
| 80 | Investment Account ManagerWindows | No signal | No | 1 of 6 | $159/mo | 4.6 | |
| 81 | P1 Platform | No signal | 4.6 |
Compare all 6 in a table
| # | App | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 76 | Backstop Solutions | 4.9 | multi_asset | Yes | ||
| 77 | Pano | 4.9 | ||||
| 78 | Insightfolio Advisor | 4.8 | Yes | |||
| 79 | Stock Portfolio Organizer | 4.7 | No | multi_asset | Yes | |
| 80 | Investment Account Manager | 4.6 | No | Yes | ||
| 81 | P1 Platform | 4.6 | No | multi_asset | Yes |
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