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Design, Video & Audio

Best Stock Portfolio Management in 2026

Stock portfolio management tools help you compare ways to track holdings, accounts and portfolio results. This list puts maker-stated pricing, account sync, asset coverage and portfolio limits side by side.

  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
    9.4 Visit Specs
  2. 02 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
  3. 03 Fund Manager
    Free trial Web · Windows
    8.7 Visit Specs
  4. 04 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
    8.7 Visit Specs
  5. 05 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
    8.6 Visit Specs
  6. 06 Ghostfolio
    Free plan Web · Android · Self-hosted
    8.5 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
    8.5 Visit Specs
  8. 08 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
    8.4 Visit Specs
  9. 09 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
    8.2 Visit Specs
  10. 10 Kubera
    From $20.83/mo Free trial Web · iOS · Android
    8.2 Visit Specs
  11. 11 Investment Account Manager
    From $159/mo Free trial Windows
    8.1 Visit Specs
  12. 12 Masttro

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

    Web · iOS · Android
    7.4 Visit Specs
  13. 13 ShareScope
    From £32.75/mo Web · Windows · macOS · iOS
    6.6 Visit Specs
  14. 14 Orion Advisor Technology
    Web · iOS · Android
    5.7 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).

Before choosing, check performance reports, tax lot tracking and mobile access. Confirm the platform you need, such as Android, iOS, web, Windows, macOS or an API.

Compare Finary and FundCount Get a place on this list

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