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Finance & Accounting

Best Investment Tools in 2026

Use investment tools to compare portfolio capabilities, including supported assets, investment research, stock screening and dividend tracking. When selecting software, use this list to weigh free plans, entry-level paid pricing, account syncing and mobile-app availability.

  1. 01 Exirio
    From $7.42/mo Free trial Web · iOS · Android
    8.9 Visit Specs
  2. 02 Sharesight

    Sharesight suits investors who want to track investments and dividends across supported asset types, or businesses managing client portfolios.

    From $7/mo Free plan Web · iOS · Android · API
    8.9 Visit Specs
  3. 03 Ghostfolio
    Free plan Web · Android · Self-hosted
    8.8 Visit Specs
  4. 04 Portfolio Performance

    Portfolio Performance suits investors who want to track securities across accounts and analyze returns, allocation, risk, and tax lots.

    From $2.08/mo Free plan Windows · macOS · Linux · iOS
    8.8 Visit Specs
  5. 05 Snowball Analytics

    It suits long-term retail investors seeking a view of investments across supported assets and brokers.

    From $6.67/mo Free plan Web · iOS · Android
    8.7 Visit Specs
  6. 06 Stock Rover

    Stock Rover suits individual investors and financial professionals seeking browser-based research, screening, and portfolio analysis rather than trade execution.

    From $2/mo Free plan Web · Windows · iOS · Android
    8.7 Visit Specs
  7. 07 Kubera
    From $20.83/mo Free trial Web · iOS · Android
    8.4 Visit Specs
  8. 08 Morningstar Investor
    From $20.75/mo Free trial Web · iOS · Android
    8.4 Visit Specs
  9. 09 Wealthfolio
    From $2.99/mo Free plan Web · Windows · macOS · Linux
    8.2 Visit Specs
  10. 10 Koyfin
    From $39/mo Free plan Web · iOS · Android
    7.3 Visit Specs
  11. 11 ShareScope
    From £32.75/mo Web · Windows · macOS · iOS
    6.9 Visit Specs
  12. 12 StockCharts
    From $19.95/mo Free plan Web · iOS
    6.9 Visit Specs
  13. 13 Finapolis
    From $89/mo Web
    6.8 Visit Specs
  14. 14 Invesh
    Free plan Web
    6.8 Visit Specs
  15. 15 Vyzer
    From $145/mo Web · iOS · Android
    6.3 Visit Specs
  16. 16 Strabo
    From £9/mo Web
    6.2 Visit Specs
  17. 17 TIKR
    Free plan Web
    6.2 Visit Specs
How this list is ordered. Specifiction scores each tool on how fully its maker documents it, whether its prices are published, where the research puts it, the platforms it runs on and whether it can be tried for free (how we rank). Makers can also buy a numbered place (how Specifiction is paid for).

Check the platforms you need before choosing.

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