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Best Stock Portfolio Management in 2026

Stock portfolio management software helps you organize and review investment portfolios. Use this list when you need a tool for personal, family, advisory, or other portfolio work.

  1. 1

    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.

    7.6 Free plan · paid from €149.99/yr · 14-day trial Visit site
  2. 2

    getquin

    by getquin
    Free plan AndroidiPhoneWeb

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

    7.3 Free plan · paid from €89.99/yr Visit site
  3. 3

    Ghostfolio

    Free plan AndroidSelf-hostedWeb

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

    7.2 Free plan Visit site
  4. 4

    Portfolio Performance

    by Portfolio Performance
    Free plan AndroidiPhoneLinux+2

    Portfolio Performance combines transaction tracking with portfolio analysis and multiple return calculations.

    7.1 Free plan Visit site
  5. 5

    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.

    7.0 Free plan · paid from $7/mo (annual) · 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.

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

    Addepar

    by Addepar
    Paid AndroidAPIiPhone+1

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

    6.1 Pricing on request Visit site
  8. 8

    Fund Manager

    by Fund Manager
    Free trial WebWindows

    Fund Manager combines portfolio records, analysis, tax-lot handling, and advisor workflows. The plan limits and paid model matter when choosing capacity for each portfolio.

    6.1 Visit site
  9. 9

    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
  10. 10

    Kubera

    Free trial AndroidiPhoneWeb

    Kubera brings connected and manually entered assets into a detailed wealth view across web and mobile.

    6.0 From $250/yr · 14-day trial Visit site
  11. 11

    Investment Account Manager

    by Investment Account Manager
    Free trial Windows

    Investment Account Manager combines broad investment tracking with extensive reporting, analysis, imports, and local data storage.

    5.8 From $159 · 60-day trial Visit site
  12. 12

    Masttro

    by Masttro
    Paid AndroidiPhoneWeb

    Masttro may suit family offices and UHNW families that need a consolidated view across traditional and alternative assets, with portfolio analysis and reporting.

    5.5 Pricing on request Visit site
  13. 13

    ShareScope

    Paid AndroidiPhoneMac+2
    4.8 From £36/mo Visit site
  14. 14

    Orion Advisor Technology

    Paid AndroidiPhoneWeb
    4.4 From $13,000/yr 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

Compare free plans, free trials, and paid starting prices. Check broker-account sync, asset coverage, portfolio limits, performance reports, tax-lot tracking, mobile apps, supported platforms, and the licence if you need to read or change code.

Questions

Are free stock portfolio management tools available?

Yes. A free plan is offered by tools on this list, including Ghostfolio. Check the plan's limits and included features before choosing.

Do these tools offer free trials?

A free trial is offered by tools on this list. Kubera lists a 14-day trial; confirm current trial terms before signing up.

What platforms do these tools support?

Supported platforms across the list include Android, web, iOS, Windows, macOS, and API connections. Availability varies by tool.

Can these tools sync broker accounts?

Broker-account sync is a comparison point for this list. Check the specific tool and broker support before relying on automatic updates.

Do they track tax lots?

Tax-lot tracking is one of the comparison points. Check whether the tool supports the tax-lot details and reports you need.

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