Best Portfolio Management Software in 2026
Updated
81ranked
0free plans on this page
$1/molowest paid tier
10 Oct 2026last checked
Input list Portfolio Management Software 25 channels on this page · 76 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios Spec sheet Score
51 SS&C Advent Axys Free planPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisRisk analysisTax-lot trackingYesMaximum portfolios 3/8spec lines stated 6.7
52 Asset Class Free planNoPaid from$99/user/moAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 4/8spec lines stated 6.7
53 Fund Manager Free planNoPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfolios 6/8spec lines stated 6.7
54 CircleBlack Portfolio Reporting Free planNoPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisTax-lot trackingYesMaximum portfolios 5/8spec lines stated 6.6
55 Performativ Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 6.5
56 MyVest Strategic Portfolio System Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfolios 5/8spec lines stated 6.5
57 Linedata Global Hedge Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 0/8spec lines stated 6.5
58 FINBOURNE LUSID Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 0/8spec lines stated 6.5
59 Dynamo CRM & Deal Management Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 0/8spec lines stated 6.4
60 Stock Portfolio Organizer Free planNoPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 6.3
61 Allocare AMS Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 6.2
62 Privé Technologies Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 6.1
63 Croesus Advisor Free planPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfolios 5/8spec lines stated 6.1
64 AssetBook Pulse Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingYesMaximum portfolios 5/8spec lines stated 6.1
65 Profile Asset Management Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 6.0
66 FNZ Portfolio Manager Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 1/8spec lines stated 6.0
67 Wealthica API Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 0/8spec lines stated 6.0
68 Infront Portfolio Manager Free planPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 5.9
69 Allocate Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisTax-lot trackingMaximum portfolios 3/8spec lines stated 5.9
70 JStock Free planYesPaid fromAsset class coveragesingle assetPerformance reportingYesAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 3/8spec lines stated 5.9
71 PORTIA Free planPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 2/8spec lines stated 5.8
72 Assetgrip Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 5.7
73 eFront Invest Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 2/8spec lines stated 5.7
74 TokenPad Free planYesPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 5.7
75 Pano Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 0/8spec lines stated 5.7
Compare all 25 in a table
| # | Tool | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 51 | SS&C Advent Axys | 6.7 | multi_asset | Yes | ||
| 52 | Asset Class | 6.7 | No | $99/user/mo | multi_asset_alternatives | Yes |
| 53 | Fund Manager | 6.7 | No | multi_asset | Yes | |
| 54 | CircleBlack Portfolio Reporting | 6.6 | No | multi_asset | Yes | |
| 55 | Performativ | 6.5 | multi_asset_alternatives | Yes | ||
| 56 | MyVest Strategic Portfolio System | 6.5 | multi_asset_alternatives | Yes | ||
| 57 | Linedata Global Hedge | 6.5 | ||||
| 58 | FINBOURNE LUSID | 6.5 | ||||
| 59 | Dynamo CRM & Deal Management | 6.4 | ||||
| 60 | Stock Portfolio Organizer | 6.3 | No | multi_asset | Yes | |
| 61 | Allocare AMS | 6.2 | multi_asset_alternatives | Yes | ||
| 62 | Privé Technologies | 6.1 | multi_asset_alternatives | Yes | ||
| 63 | Croesus Advisor | 6.1 | multi_asset | Yes | ||
| 64 | AssetBook Pulse | 6.1 | multi_asset_alternatives | Yes | ||
| 65 | Profile Asset Management | 6.0 | multi_asset_alternatives | Yes | ||
| 66 | FNZ Portfolio Manager | 6.0 | multi_asset_alternatives | |||
| 67 | Wealthica API | 6.0 | ||||
| 68 | Infront Portfolio Manager | 5.9 | multi_asset | Yes | ||
| 69 | Allocate | 5.9 | multi_asset_alternatives | Yes | ||
| 70 | JStock | 5.9 | Yes | single_asset | Yes | |
| 71 | PORTIA | 5.8 | multi_asset | Yes | ||
| 72 | Assetgrip | 5.7 | multi_asset_alternatives | Yes | ||
| 73 | eFront Invest | 5.7 | multi_asset_alternatives | Yes | ||
| 74 | TokenPad | 5.7 | Yes | multi_asset_alternatives | Yes | |
| 75 | Pano | 5.7 |
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