Best Insightfolio Advisor Alternatives in 2026
Updated
20 apps from portfolio management software ranked against Insightfolio Advisor on the same published basis.
- 1Insightfolio Advisor vs Sharesight
- 2Insightfolio Advisor vs Snowball Analytics
- 3Insightfolio Advisor vs Stock Rover
- 4Insightfolio Advisor vs Morningstar Office
- 5Insightfolio Advisor vs CGI Wealth360 Portfolio Management
- 6Insightfolio Advisor vs Addepar
- 7Insightfolio Advisor vs WealthSpectrum
- 8Insightfolio Advisor vs QPLIX
- 9Insightfolio Advisor vs Portfolio Performance
- 10Insightfolio Advisor vs Tamarac
- 11Insightfolio Advisor vs Finary
- 12Insightfolio Advisor vs Black Diamond Wealth Solutions
- 13Insightfolio Advisor vs getquin
- 14Insightfolio Advisor vs Landytech Sesame One
- 15Insightfolio Advisor vs Xplan
- 16Insightfolio Advisor vs Enfusion
- 17Insightfolio Advisor vs Asset Vantage
- 18Insightfolio Advisor vs Asora
- 19Insightfolio Advisor vs Orion Portfolio Accounting
- 20Insightfolio Advisor vs Kubera
Insightfolio Advisor alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Sharesight | 8.9 | Free plan | $7/mo | Android, API, iOS, Web |
| 2 | Snowball Analytics | 8.8 | Free plan | $6.67/mo | Android, iOS, Web |
| 3 | Stock Rover | 8.8 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 4 | Morningstar Office | 8.7 | No | — | iOS, Web |
| 5 | CGI Wealth360 Portfolio Management | 8.7 | No | — | Android, API, iOS, Web |
| 6 | Addepar | 8.7 | No | — | Android, API, iOS, Web |
| 7 | WealthSpectrum | 8.6 | No | — | Android, API, iOS, self-hosted, Web |
| 8 | QPLIX | 8.6 | No | — | Android, API, iOS, Mac, self-hosted, Web, Windows |
| 9 | Portfolio Performance | 8.6 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 10 | Tamarac | 8.5 | No | — | Web, iOS, Android |
| 11 | Finary | 8.5 | Free plan | €4.58/mo | Android, iOS, Mac, Web |
| 12 | Black Diamond Wealth Solutions | 8.4 | No | — | Android, API, iOS, Web |
| 13 | getquin | 8.4 | Free plan | €749.92/mo | Android, iOS, Web |
| 14 | Landytech Sesame One | 8.3 | No | — | Android, API, iOS, Web |
| 15 | Xplan | 8.3 | No | — | Android, API, iOS, Web |
| 16 | Enfusion | 8.3 | No | — | iOS, Linux, Mac, Web, Windows |
| 17 | Asset Vantage | 8.2 | No | — | Web, iOS, Android |
| 18 | Asora | 8.2 | No | $300/mo | Android, iOS, Web |
| 19 | Orion Portfolio Accounting | 8.1 | No | $1083.33/mo | Android, API, iOS, Web |
| 20 | Kubera | 8.1 | No | $20.83/mo | Android, iOS, Web |
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Questions about Insightfolio Advisor alternatives
What is the best alternative to Insightfolio Advisor?
Sharesight, number 1 in portfolio management software with a score of 8.9 out of 10. The others here: Snowball Analytics, Stock Rover, Morningstar Office and 16 more.
What is the best free alternative to Insightfolio Advisor?
Sharesight 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.