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Best CGI Wealth360 Portfolio Management Alternatives in 2026

Updated

20 apps from portfolio management software ranked against CGI Wealth360 Portfolio Management on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.9
    CGI Wealth360 Portfolio Management vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.8
    CGI Wealth360 Portfolio Management vs Snowball Analytics
  3. 3
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.8
    CGI Wealth360 Portfolio Management vs Stock Rover
  4. 5
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.6
    CGI Wealth360 Portfolio Management vs WealthSpectrum
  5. 6
    QPLIX AndroidapiiOSMacself-hosted 8.6
    CGI Wealth360 Portfolio Management vs QPLIX
  6. 7
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.6
    CGI Wealth360 Portfolio Management vs Portfolio Performance
  7. 8
    Morningstar Office WebiOS 8.5
    CGI Wealth360 Portfolio Management vs Morningstar Office
  8. 9
    Tamarac WebiOSAndroid 8.5
    CGI Wealth360 Portfolio Management vs Tamarac
  9. 10
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.5
    CGI Wealth360 Portfolio Management vs Finary
  10. 11
    Black Diamond Wealth Solutions WebiOSAndroid 8.4
    CGI Wealth360 Portfolio Management vs Black Diamond Wealth Solutions
  11. 12
    getquin Free plan AndroidiOSWeb €749.92/mo8.4
    CGI Wealth360 Portfolio Management vs getquin
  12. 13
    Landytech Sesame One AndroidapiiOSWeb 8.3
    CGI Wealth360 Portfolio Management vs Landytech Sesame One
  13. 14
    Xplan AndroidapiiOSWeb 8.3
    CGI Wealth360 Portfolio Management vs Xplan
  14. 15
    Enfusion iOSLinuxMacWebWin 8.3
    CGI Wealth360 Portfolio Management vs Enfusion
  15. 16
    Asset Vantage WebiOSAndroid 8.2
    CGI Wealth360 Portfolio Management vs Asset Vantage
  16. 17
    Asora AndroidiOSWeb $300/mo8.2
    CGI Wealth360 Portfolio Management vs Asora
  17. 18
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo8.1
    CGI Wealth360 Portfolio Management vs Orion Portfolio Accounting
  18. 19
    Kubera Free trial AndroidiOSWeb $20.83/mo8.1
    CGI Wealth360 Portfolio Management vs Kubera
  19. 20
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo8.1
    CGI Wealth360 Portfolio Management vs Wealthfolio
  20. 21
    Juniper Square AndroidapiiOSWeb 8.0
    CGI Wealth360 Portfolio Management vs Juniper Square

CGI Wealth360 Portfolio Management alternatives compared

#AppScoreFree planFromRuns on
1Sharesight8.9Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics8.8Free plan$6.67/moAndroid, iOS, Web
3Stock Rover8.8Free plan$2/moAndroid, iOS, Web, Windows
5WealthSpectrum8.6No—Android, API, iOS, self-hosted, Web
6QPLIX8.6No—Android, API, iOS, Mac, self-hosted, Web, Windows
7Portfolio Performance8.6Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
8Morningstar Office8.5No—Web, iOS
9Tamarac8.5No—Web, iOS, Android
10Finary8.5Free plan€4.58/moAndroid, iOS, Mac, Web
11Black Diamond Wealth Solutions8.4No—Web, iOS, Android
12getquin8.4Free plan€749.92/moAndroid, iOS, Web
13Landytech Sesame One8.3No—Android, API, iOS, Web
14Xplan8.3No—Android, API, iOS, Web
15Enfusion8.3No—iOS, Linux, Mac, Web, Windows
16Asset Vantage8.2No—Web, iOS, Android
17Asora8.2No$300/moAndroid, iOS, Web
18Orion Portfolio Accounting8.1No$1083.33/moAndroid, API, iOS, Web
19Kubera8.1No$20.83/moAndroid, iOS, Web
20Wealthfolio8.1Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
21Juniper Square8.0No—Android, API, iOS, Web
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Questions about CGI Wealth360 Portfolio Management alternatives

What is the best alternative to CGI Wealth360 Portfolio Management?

Sharesight, number 1 in portfolio management software with a score of 8.9 out of 10. The others here: Snowball Analytics, Stock Rover, WealthSpectrum and 16 more.

What is the best free alternative to CGI Wealth360 Portfolio Management?

Sharesight 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 mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.