Best Stock Portfolio Management in 2026

FundCount

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

getquin

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

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

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

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

Addepar

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

Masttro

Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.