Best Portfolio Management Software in 2026
Updated
81ranked
5free plans on this page
$3.99/molowest paid tier
9 Oct 2026last checked
Input list Portfolio Management Software 25 channels on this page · 87 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios Spec sheet Score
26 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
27 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
28 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
29 Asset Vantage Free planNoPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 6/8spec lines stated 7.5
30 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
31 Aladdin Accounting Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingYesAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 1/8spec lines stated 7.4
32 Asora Free planNoPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisnot statedRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 5/8spec lines stated 7.4
33 CoinTracking Free planYesPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 1/8spec lines stated 7.4
34 Juniper Square Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 0/8spec lines stated 7.3
35 FinFolio Free plannot statedPaid fromnot statedAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 5/8spec lines stated 7.3
36 Charles River IMS Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 5/8spec lines stated 7.2
37 Masttro Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 7.2
38 SimCorp One Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 5/8spec lines stated 7.1
39 Advyzon Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfoliosnot stated 5/8spec lines stated 7.1
40 Clearwater Analytics Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisnot statedRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 3/8spec lines stated 7.1
41 Corporater Investment Portfolio Management Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 7.1
42 AlternativeSoft Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 7.0
43 Quicken Free planNoPaid fromFreeAsset class coverageStocks, ETFs, mutual funds, bonds, and cryptocurrencyPerformance reportingYesAllocation analysisYesRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 5/8spec lines stated 7.0
44 Portfolio Visualizer Free planYesPaid fromnot statedAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfolios50 portfolios 6/8spec lines stated 7.0
45 Ghostfolio Free planYesPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 5/8spec lines stated 6.9
46 Freehold Free planYesPaid fromnot statedAsset class coveragesingle assetPerformance reportingYesAllocation analysisnot statedRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 6.9
47 Advisor360° CRM Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 0/8spec lines stated 6.8
48 Fundwave Free plannot statedPaid fromnot statedAsset class coveragenot statedPerformance reportingnot statedAllocation analysisnot statedRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 0/8spec lines stated 6.8
49 Seraf Free planNoPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisnot statedTax-lot trackingnot statedMaximum portfoliosnot stated 4/8spec lines stated 6.8
50 KeeSense Free plannot statedPaid fromnot statedAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisnot statedRisk analysisYesTax-lot trackingnot statedMaximum portfoliosnot stated 3/8spec lines stated 6.7
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 26 | rotki | 7.6 | Free plan | €9/mo | Yes | — | — | — |
| 27 | Bloomberg AIM | 7.5 | No | — | — | — | U.S. and international equities; fixed income; FX; listed equity options; futures; OTC derivatives | Yes |
| 28 | Black Diamond Wealth Solutions | 7.5 | No | — | No | — | multi_asset_alternatives | Yes |
| 29 | Asset Vantage | 7.5 | No | — | No | — | multi_asset_alternatives | Yes |
| 30 | Orion Portfolio Accounting | 7.5 | No | $1083.33/mo | — | — | multi_asset_alternatives | Yes |
| 31 | Aladdin Accounting | 7.4 | No | — | — | — | — | Yes |
| 32 | Asora | 7.4 | No | $300/mo | No | — | multi_asset_alternatives | Yes |
| 33 | CoinTracking | 7.4 | Free plan | $4.08/mo | Yes | — | — | — |
| 34 | Juniper Square | 7.3 | No | — | — | — | — | — |
| 35 | FinFolio | 7.3 | No | — | — | — | multi_asset | Yes |
| 36 | Charles River IMS | 7.2 | No | — | — | — | multi_asset_alternatives | Yes |
| 37 | Masttro | 7.2 | No | — | — | — | multi_asset_alternatives | Yes |
| 38 | SimCorp One | 7.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 39 | Advyzon | 7.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 40 | Clearwater Analytics | 7.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 41 | Corporater Investment Portfolio Management | 7.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 42 | AlternativeSoft | 7.0 | No | — | — | — | multi_asset_alternatives | Yes |
| 43 | Quicken | 7.0 | No | $3.99/mo | No | Free | Stocks, ETFs, mutual funds, bonds, and cryptocurrency | Yes |
| 44 | Portfolio Visualizer | 7.0 | Free plan | $30/mo | Yes | — | multi_asset | Yes |
| 45 | Ghostfolio | 6.9 | Free plan | Free | Yes | — | multi_asset_alternatives | Yes |
| 46 | Freehold | 6.9 | Free plan | $29/mo | Yes | — | single_asset | Yes |
| 47 | Advisor360° CRM | 6.8 | No | — | — | — | — | — |
| 48 | Fundwave | 6.8 | No | $800/mo | — | — | — | — |
| 49 | Seraf | 6.8 | No | $50/mo | No | — | multi_asset_alternatives | Yes |
| 50 | KeeSense | 6.7 | No | — | — | — | multi_asset_alternatives | Yes |
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