Portfolio Performance
by Portfolio PerformanceIt suits investors who want to track securities across accounts and analyze performance, allocation or risk.
Free plan Free trial From $25 a year AndroidiPhone & iPadWindowsMacLinux
- Home
- Finance & Accounting
- Investment Tools
Best Investment Tools 2026
Facts read 28 Sep 2026 – 13 Nov 2026
Investment tools help you compare ways to track holdings, research investments and review portfolio details. This list helps US buyers looking at web and device-based options.
The standings: top 10
| Name | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|
| 01 Portfolio Performance | 6.1 | $25 a year | Free plan | Android, iPhone & iPad, Windows, Mac | 4 Oct 2026 |
| 02 Stock Rover | 6.1 | Free plan | Free plan | Android, iPhone & iPad, Web, Windows | 28 Sep 2026 |
| 03 Exirio | 6.0 | $89 a year | Free plan | Android, iPhone & iPad, Web | 3 Oct 2026 |
| 04 Snowball Analytics | 5.9 | $79.99 a year | Free plan | Android, iPhone & iPad, Web | 28 Sep 2026 |
| 05 Wealthfolio | 5.8 | $2.99 a month, billed yearly | Free plan | iPhone & iPad, Web, Windows, Mac | 1 Oct 2026 |
| 06 Sharesight | 5.6 | $7 a month, billed yearly | Free plan | Android, iPhone & iPad, Web, API | 28 Sep 2026 |
| 07 Kubera | 5.2 | $250 a year | Free trial | Android, iPhone & iPad, Web | 8 Oct 2026 |
| 08 Morningstar Investor | 4.9 | $249 a year | Free trial | Android, iPhone & iPad, Web | 7 Oct 2026 |
| 09 Ghostfolio | 4.8 | Free plan | Free plan | Android, Web, Self-hosted | 5 Oct 2026 |
| 10 Vyzer | 4.1 | $145 a month, billed yearly | Free plan | Android, iPhone & iPad, Web | 4 Oct 2026 |
It is a finder list, ordered by newest releases first, with figures makers publish. Nothing is scored; compare plan terms, supported platforms and the listed investment features.
02
Stock Rover
It suits individual investors seeking screening, research reports and portfolio analysis, as well as financial professionals.
AndroidiPhone & iPadWeb+1 Record6.1 Visit
03
Exirio
AndroidiPhone & iPadWeb Record6.0 Visit
04
Snowball Analytics
It suits retail investors seeking a consolidated view of investments, portfolio performance, and dividends.
AndroidiPhone & iPadWeb Record5.9 Visit
05
Wealthfolio
iPhone & iPadWebWindows+3 Record5.8 Visit
6
Sharesight
AndroidiPhone & iPadWeb+1 $7 a month, billed yearly Record5.6 Visit Sharesight suits investors who want to track portfolios and dividends across supported asset types.
Before you choose
Compare plans and trial terms
Review each tool's access model: some have free plans, some provide trials and others require payment. Finapolis charges $79 per month on annual billing and includes 14 days to try it; Kubera costs $250 per year with a 14-day trial; Morningstar Investor costs $249 per year with seven trial days.
StockCharts combines a free tier with paid subscriptions from $19.95 per month and a 30-day trial. ShareScope lists paid access from £36 per month.
Match the platform to your devices
The listings span web, iOS, Android, Windows, macOS and Linux. Choose a tool that fits where you plan to review investments, then check whether mobile apps are part of its offering.
Check sync and supported assets
Account sync can affect how you keep records current across devices. Compare the supported assets before choosing a tool, especially if your holdings span more than one asset type.
You can also compare dividend tracking. Look for it when income records matter to your workflow.
Review research features
The list treats investment research and stock screeners as distinct fields. Decide which type of analysis you need, then check the tool's listing for those capabilities.
Questions
Which investment tools list a free plan?
The entries marking a free plan are Exirio, Ghostfolio, Invesh, Koyfin, Portfolio Performance, Sharesight, Snowball Analytics, StockCharts, Stock Rover, TIKR, Vyzer and Wealthfolio.
Which tools list a free trial?
Exirio, Finapolis, Kubera, Morningstar Investor, Portfolio Performance, Sharesight, Snowball Analytics, StockCharts, Stock Rover and Strabo list trials. Durations range from seven to 30 days where specified.
What platforms are covered?
Across the entries, supported platforms are web, iOS, Android, Windows, macOS and Linux.
Which features are available for comparison?
The comparison fields cover free-plan availability, starting paid prices, account syncing, supported assets, investment research, stock screeners, dividend tracking and mobile apps.
More in Finance & Accounting
Personal Finance Software 181Tax Software 149Personal Tax Software 123Tax Compliance Software 105Accounts Payable Software 97Scenario Planning Software 93Financial Planning & Analysis Software 91Invoicing software 83Money Transfer Apps 81Portfolio Management Software 81Bookkeeping Software 75Financial Forecasting Software 75Bank Connectivity Software 71Payment Processing Software 71Fund Accounting Software 70Payment Gateways 66Internal Controls Software 60Lease Accounting Software 56