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Finance & Accounting

Best Portfolio Management Software in 2026

Portfolio management software helps with reviewing investments, from allocation and performance to risk and tax-lot records. Compared on asset class coverage, maximum portfolios, allocation analysis, performance reporting, risk analysis, and tax-lot tracking, these entries outline different points to assess for your investment work.

  1. 01 Finary

    Finary suits people who want to track linked accounts, investments, assets, liabilities, income, and expenses together.

    From €3.75/mo Free plan Web · macOS · iOS · Android
    9.1 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
    9.0 Visit Specs
  3. 03 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
    9.0 Visit Specs
  4. 04 rotki

    rotki suits people who want a locally stored portfolio and accounting tool for crypto assets, with exchange data accessed through read-only keys.

    From €9/mo Free plan Open source Web · Windows · macOS · Linux
    9.0 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
    8.9 Visit Specs
  6. 06 FundCount

    It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.

    From $333.33/mo Web · Windows · macOS · Linux
    8.8 Visit Specs
  7. 07 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
  8. 08 CoinTracking

    It suits cryptocurrency holders who want portfolio tracking, transaction imports, and tax reports for supported jurisdictions.

    From $4.08/mo Free plan Web · iOS · Android · API
    8.7 Visit Specs
  9. 09 Wealthfolio
    From $2.99/mo Free plan Web · Windows · macOS · Linux
    8.6 Visit Specs
  10. 10 AlternativeSoft

    AlternativeSoft is aimed at institutional investors needing analytics for funds and portfolios across multiple asset classes.

    Free trial Web · Windows · macOS · Linux
    8.5 Visit Specs
  11. 11 Exirio
    From $7.42/mo Free trial Web · iOS · Android
    8.5 Visit Specs
  12. 12 getquin

    getquin suits people who want to consolidate asset tracking and portfolio analysis across web and mobile.

    From €749.92/mo Free plan Web · iOS · Android
    8.5 Visit Specs
  13. 13 PortfolioPilot
    From $20/mo Free plan Web
    8.5 Visit Specs
  14. 14 Kubera
    From $20.83/mo Free trial Web · iOS · Android
    8.4 Visit Specs
  15. 15 Morningstar Investor
    From $20.75/mo Free trial Web · iOS · Android
    8.4 Visit Specs
  16. 16 BlackRock Aladdin

    Aladdin is designed for institutional, wholesale, qualified, and professional investor or client use.

    Web · API
    8.2 Visit Specs
  17. 17 Black Diamond Wealth Solutions

    The platform is aimed at RIAs, broker-dealers, family offices, banks, trust companies, asset managers, retirement providers, foundations, and breakaway advisors.

    Web · iOS · Android · API
    8.2 Visit Specs
  18. 18 Asora

    Asora is intended for single- and multi-family offices and the families and advisors they serve.

    From $300/mo Web · iOS · Android
    8.2 Visit Specs
  19. 19 Xplan

    Xplan is aimed at financial advice and wealth firms of different sizes, including practices wanting standard tools and firms needing configured modules.

    Web · iOS · Android · API
    8.2 Visit Specs
  20. 20 Quicken
    From $3.99/mo Web · Windows · macOS
    8.2 Visit Specs
  21. 21 Morningstar Office
    Web · iOS
    8.1 Visit Specs
  22. 22 Addepar

    Addepar suits investment professionals and organizations that need to analyze public and private holdings, manage fee calculations, or deliver client portfolio reporting.

    Web · iOS · Android · API
    8.1 Visit Specs
  23. 23 Tamarac

    Tamarac is aimed at independent RIAs needing trading, reporting, billing, CRM, and investment analysis tools.

    Web · iOS · Android · API
    8.1 Visit Specs
  24. 24 Allvue Investment Management

    It is aimed at credit asset managers, including managers of private debt, CLO and public credit strategies.

    Web · Browser extension
    8.1 Visit Specs
  25. 25 Orion Portfolio Accounting

    It is aimed at independent advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms.

    From $1,083.33/mo Web · iOS · Android · API
    8.1 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).

Consider the scale of portfolios you manage and which kinds of analysis or reporting you need. Stock Rover, Snowball Analytics, and QPLIX are among the options to weigh. Free-plan availability and paid starting prices add cost details for comparison with the listed capabilities.

Compare Finary and Sharesight Get a place on this list

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