Best Allocate Alternatives in 2026
Updated
20 apps from portfolio management software ranked against Allocate on the same published basis.
- 1Allocate vs Tamarac
- 2Allocate vs FinFolio
- 3Allocate vs Black Diamond Wealth Solutions
- 4Allocate vs Portfolio Performance
- 5Allocate vs Masttro
- 6Allocate vs Snowball Analytics
- 7Allocate vs Sharesight
- 8Allocate vs Stock Rover
- 9Allocate vs Landytech Sesame One
- 10Allocate vs Wealthfolio
- 11Allocate vs Morningstar Office
- 12Allocate vs Asset Vantage
- 13Allocate vs Orion Portfolio Accounting
- 14Allocate vs getquin
- 15Allocate vs Asora
- 16Allocate vs Exirio
- 17Allocate vs SimCorp One
- 18Allocate vs Addepar
- 19Allocate vs Finary
- 20Allocate vs Charles River IMS
Allocate alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Tamarac | 8.6 | No | — | Web, iOS, Android |
| 2 | FinFolio | 8.5 | No | — | Web, iOS, Android |
| 3 | Black Diamond Wealth Solutions | 8.4 | No | — | Web, iOS, Android |
| 4 | Portfolio Performance | 8.4 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 5 | Masttro | 8.2 | No | — | Web, iOS, Android |
| 6 | Snowball Analytics | 8.2 | Free plan | $6.67/mo | Android, iOS, Web |
| 7 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 8 | Stock Rover | 8.2 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 9 | Landytech Sesame One | 8.1 | No | — | Web, iOS, Android |
| 10 | Wealthfolio | 8.1 | Free plan | $2.99/mo | iOS, Linux, Mac, self-hosted, Web, Windows |
| 11 | Morningstar Office | 8.0 | No | — | Web, iOS |
| 12 | Asset Vantage | 8.0 | No | — | Web, iOS, Android |
| 13 | Orion Portfolio Accounting | 7.7 | No | $1083.33/mo | Android, API, iOS, Web |
| 14 | getquin | 7.7 | Free plan | €749.92/mo | Android, iOS, Web |
| 15 | Asora | 7.4 | No | $300/mo | Android, iOS, Web |
| 16 | Exirio | 7.3 | No | — | Android, iOS, Web |
| 17 | SimCorp One | 7.2 | No | — | — |
| 18 | Addepar | 7.2 | No | — | Web |
| 19 | Finary | 7.0 | No | €12.50/mo | Web, Mac, iOS, Android |
| 20 | Charles River IMS | 6.9 | No | — | — |
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Questions about Allocate alternatives
What is the best alternative to Allocate?
Tamarac, number 1 in portfolio management software with a score of 8.6 out of 10. The others here: FinFolio, Black Diamond Wealth Solutions, Portfolio Performance and 16 more.
What is the best free alternative to Allocate?
Portfolio Performance is the best-ranked alternative with a free plan. 6 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.