Best Xplan Alternatives in 2026
Updated
20 tools from portfolio management software ranked against Xplan on the same published basis.
- 1Xplan vs Stock Rover
- 2Xplan vs Portfolio Performance
- 3Xplan vs Snowball Analytics
- 4Xplan vs QPLIX
- 5Xplan vs Sharesight
- 6Xplan vs Enfusion
- 7Xplan vs getquin
- 8Xplan vs CGI Wealth360 Portfolio Management
- 9Xplan vs Temenos Wealth Front Office
- 10Xplan vs FundCount
- 11Xplan vs WealthSpectrum
- 12Xplan vs Wealthfolio
- 13Xplan vs Exirio
- 14Xplan vs PortfolioPilot
- 15Xplan vs BlackRock Aladdin
- 16Xplan vs Tamarac
- 17Xplan vs Allvue Investment Management
- 19Xplan vs rotki
- 20Xplan vs Bloomberg AIM
- 21Xplan vs Black Diamond Wealth Solutions
Xplan 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 | No | — | Android, API, iOS, Mac, self-hosted, Web, Windows |
| 5 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 6 | Enfusion | 8.0 | No | — | iOS, Linux, Mac, Web, Windows |
| 7 | getquin | 8.0 | Free plan | €749.92/mo | Android, iOS, Web |
| 8 | CGI Wealth360 Portfolio Management | 7.9 | No | — | Android, API, iOS, Web |
| 9 | Temenos Wealth Front Office | 7.8 | No | — | API, self-hosted, Web |
| 10 | FundCount | 7.8 | No | $1204.17/mo | API, Linux, Mac, self-hosted, Web, Windows |
| 11 | WealthSpectrum | 7.8 | No | — | Android, API, iOS, self-hosted, Web |
| 12 | Wealthfolio | 7.8 | Free plan | $2.99/mo | iOS, Linux, Mac, self-hosted, Web, Windows |
| 13 | Exirio | 7.7 | No | — | Android, iOS, Web |
| 14 | PortfolioPilot | 7.7 | Free plan | $20/mo | Web |
| 15 | BlackRock Aladdin | 7.6 | No | — | — |
| 16 | Tamarac | 7.6 | No | — | Web, iOS, Android |
| 17 | Allvue Investment Management | 7.6 | No | — | Browser, Web |
| 19 | rotki | 7.6 | Free plan | €9/mo | Linux, Mac, self-hosted, Windows |
| 20 | Bloomberg AIM | 7.5 | No | — | self-hosted |
| 21 | Black Diamond Wealth Solutions | 7.5 | No | — | Web, iOS, Android |
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Questions about Xplan alternatives
What is the best alternative to Xplan?
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 Xplan?
Stock Rover is the best-ranked alternative with a free plan. 8 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.


























