Best CircleBlack Portfolio Reporting Alternatives in 2026
Updated
20 tools from portfolio management software ranked against CircleBlack Portfolio Reporting on the same published basis.
- 1CircleBlack Portfolio Reporting vs Stock Rover
- 2CircleBlack Portfolio Reporting vs Portfolio Performance
- 3CircleBlack Portfolio Reporting vs Snowball Analytics
- 4CircleBlack Portfolio Reporting vs QPLIX
- 5CircleBlack Portfolio Reporting vs Sharesight
- 6CircleBlack Portfolio Reporting vs Finary
- 7CircleBlack Portfolio Reporting vs Enfusion
- 8CircleBlack Portfolio Reporting vs getquin
- 9CircleBlack Portfolio Reporting vs BlackRock Aladdin
- 10CircleBlack Portfolio Reporting vs CGI Wealth360 Portfolio Management
- 11CircleBlack Portfolio Reporting vs Black Diamond Wealth Solutions
- 12CircleBlack Portfolio Reporting vs Addepar
- 13CircleBlack Portfolio Reporting vs Advyzon
- 14CircleBlack Portfolio Reporting vs Temenos Wealth Front Office
- 15CircleBlack Portfolio Reporting vs FundCount
- 16CircleBlack Portfolio Reporting vs WealthSpectrum
- 17CircleBlack Portfolio Reporting vs Kubera
- 18CircleBlack Portfolio Reporting vs Wealthfolio
- 19CircleBlack Portfolio Reporting vs Morningstar Office
- 20CircleBlack Portfolio Reporting vs SS&C Advent Geneva
CircleBlack Portfolio Reporting alternatives compared
| # | Tool | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Stock Rover | 8.7 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 2 | Portfolio Performance | 8.5 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 3 | Snowball Analytics | 8.4 | Free plan | $6.67/mo | Android, iOS, Web |
| 4 | QPLIX | 8.2 | Android, API, iOS, Mac, self-hosted, Web, Windows | ||
| 5 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 6 | Finary | 8.2 | Free plan | €4.58/mo | Android, iOS, Mac, Web |
| 7 | Enfusion | 8.0 | iOS, Linux, Mac, Web, Windows | ||
| 8 | getquin | 8.0 | Free plan | €749.92/mo | Android, iOS, Web |
| 9 | BlackRock Aladdin | 7.9 | API, Web | ||
| 10 | CGI Wealth360 Portfolio Management | 7.9 | Android, API, iOS, Web | ||
| 11 | Black Diamond Wealth Solutions | 7.9 | Android, API, iOS, Web | ||
| 12 | Addepar | 7.9 | Android, API, iOS, Web | ||
| 13 | Advyzon | 7.9 | Android, iOS, Web | ||
| 14 | Temenos Wealth Front Office | 7.8 | API, self-hosted, Web | ||
| 15 | FundCount | 7.8 | No | $1204.17/mo | API, Linux, Mac, self-hosted, Web, Windows |
| 16 | WealthSpectrum | 7.8 | Android, API, iOS, self-hosted, Web | ||
| 17 | Kubera | 7.8 | No | $20.83/mo | Android, iOS, Web |
| 18 | Wealthfolio | 7.8 | Free plan | $2.99/mo | iOS, Linux, Mac, self-hosted, Web, Windows |
| 19 | Morningstar Office | 7.7 | iOS, Web | ||
| 20 | SS&C Advent Geneva | 7.7 | API, self-hosted, Web |
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Questions about CircleBlack Portfolio Reporting alternatives
What is the best alternative to CircleBlack Portfolio Reporting?
Stock Rover, number 1 in portfolio management software with a score of 8.7 out of 10. The others here: Portfolio Performance, Snowball Analytics, QPLIX and 16 more.
What is the best free alternative to CircleBlack Portfolio Reporting?
Stock Rover is the best-ranked alternative with a free plan. 7 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives 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.