Best Portfolio Management Software in 2026
Updated
In short: Stock Rover is ranked #1 of 81 as of 7 October 2026, ahead of Portfolio Performance and Snowball Analytics. The best-ranked option with a free plan is Portfolio Performance. The lowest first paid tier on this page is Stock Rover at $2/mo.
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. 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.
81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
81ranked
9free plans on this page
$2/molowest paid tier
7 Oct 2026last checked
Input list Portfolio Management Software 25 channels on this page · 104 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios Spec sheet Score
01 Stock Rover Free planYesPaid from$24/user/moAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfolios15 portfolios 8/8spec lines stated 8.7
02 Portfolio Performance Free planYesPaid fromnot statedAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 6/8spec lines stated 8.5
03 Snowball Analytics Free planYesPaid from$7.99/user/moAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfolios1 portfolios 7/8spec lines stated 8.4
04 QPLIX Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 0/8spec lines stated 8.2
05 Sharesight Free planYesPaid from$7/user/moAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfolios1 portfolios 8/8spec lines stated 8.2
06 Finary Free planYesPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 8.2
07 Enfusion Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingYesAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 1/8spec lines stated 8.0
08 getquin Free planYesPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 5/8spec lines stated 8.0
09 CGI Wealth360 Portfolio Management Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 2/8spec lines stated 7.9
10 Temenos Wealth Front Office Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 7.8
11 FundCount Free planNoPaid fromnot statedAsset class coveragenot statedPerformance reportingYesAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 2/8spec lines stated 7.8
12 WealthSpectrum Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingYesAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 1/8spec lines stated 7.8
13 Wealthfolio Free planYesPaid from$2.99/user/moAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 7/8spec lines stated 7.8
14 Exirio Free planYesPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 5/8spec lines stated 7.7
15 PortfolioPilot Free planYesPaid from$20/user/moAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 7/8spec lines stated 7.7
16 BlackRock Aladdin Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 7.6
17 Tamarac Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 5/8spec lines stated 7.6
18 Allvue Investment Management Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 7.6
19 Xplan Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 0/8spec lines stated 7.6
20 rotki Free planYesPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 1/8spec lines stated 7.6
21 Bloomberg AIM Free plannot statedPaid fromnot statedAsset class coverageU.S. and international equities; fixed income; FX; listed equity options; futures; OTC derivativesPerformance reportingYesAllocation analysisnot statedRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 3/8spec lines stated 7.5
22 Black Diamond Wealth Solutions Free planNoPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 6/8spec lines stated 7.5
23 Asset Vantage Free planNoPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 6/8spec lines stated 7.5
24 Orion Portfolio Accounting Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 2/8spec lines stated 7.5
25 Morningstar Office Free planNoPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 6/8spec lines stated 7.4
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 1 | Stock Rover | 8.7 | Free plan | $2/mo | Yes | $24/user/mo | multi_asset | Yes |
| 2 | Portfolio Performance | 8.5 | Free plan | $2.08/mo | Yes | — | multi_asset | Yes |
| 3 | Snowball Analytics | 8.4 | Free plan | $6.67/mo | Yes | $7.99/user/mo | multi_asset_alternatives | Yes |
| 4 | QPLIX | 8.2 | No | — | — | — | — | — |
| 5 | Sharesight | 8.2 | Free plan | $7/mo | Yes | $7/user/mo | multi_asset_alternatives | Yes |
| 6 | Finary | 8.2 | Free plan | €4.58/mo | Yes | — | multi_asset_alternatives | Yes |
| 7 | Enfusion | 8.0 | No | — | — | — | — | Yes |
| 8 | getquin | 8.0 | Free plan | €749.92/mo | Yes | — | multi_asset_alternatives | Yes |
| 9 | CGI Wealth360 Portfolio Management | 7.9 | No | — | — | — | multi_asset_alternatives | Yes |
| 10 | Temenos Wealth Front Office | 7.8 | No | — | — | — | multi_asset_alternatives | Yes |
| 11 | FundCount | 7.8 | No | $1204.17/mo | No | — | — | Yes |
| 12 | WealthSpectrum | 7.8 | No | — | — | — | — | Yes |
| 13 | Wealthfolio | 7.8 | Free plan | $2.99/mo | Yes | $2.99/user/mo | multi_asset_alternatives | Yes |
| 14 | Exirio | 7.7 | No | — | Yes | — | multi_asset_alternatives | Yes |
| 15 | PortfolioPilot | 7.7 | Free plan | $20/mo | Yes | $20/user/mo | multi_asset_alternatives | Yes |
| 16 | BlackRock Aladdin | 7.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 17 | Tamarac | 7.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 18 | Allvue Investment Management | 7.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 19 | Xplan | 7.6 | No | — | — | — | — | — |
| 20 | rotki | 7.6 | Free plan | €9/mo | Yes | — | — | — |
| 21 | Bloomberg AIM | 7.5 | No | — | — | — | U.S. and international equities; fixed income; FX; listed equity options; futures; OTC derivatives | Yes |
| 22 | Black Diamond Wealth Solutions | 7.5 | No | — | No | — | multi_asset_alternatives | Yes |
| 23 | Asset Vantage | 7.5 | No | — | No | — | multi_asset_alternatives | Yes |
| 24 | Orion Portfolio Accounting | 7.5 | No | $1083.33/mo | — | — | multi_asset_alternatives | Yes |
| 25 | Morningstar Office | 7.4 | No | — | No | — | multi_asset_alternatives | Yes |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which portfolio management software is ranked first on Specifiction?
Stock Rover is ranked #1 of 81 with a score of 8.7. Portfolio Performance is second and Snowball Analytics third.
How many of these have a free plan?
9 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Stock Rover has the lowest first paid tier we found: $2/mo.
How is this list ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.
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