Best Portfolio Management Software in 2026
Updated
In short: Sharesight is ranked #1 of 81 as of 4 October 2026, ahead of Snowball Analytics and Stock Rover. The best-ranked option with a free plan is Snowball Analytics. The lowest first paid tier on this page is Stock Rover at $2/mo.
Portfolio management software can help organize holdings and review how investments are allocated, performing, and exposed to risk. Compare asset class coverage and maximum portfolios with allocation analysis, performance reporting, and risk analysis to understand the scope of each option. Tax-lot tracking is another listed capability to consider for your records. Free-plan availability and paid-from pricing offer cost details to weigh alongside the features. Sharesight, Snowball Analytics, and Stock Rover are among the entries, with WealthSpectrum and QPLIX also included. Consider which forms of analysis matter to you and how many portfolios you need to manage.
81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Sharesight iPhone + Android RecognisedPhone appDocumentedFree plan 8.9$7/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 2 Snowball Analytics iPhone + Android RecognisedPhone appDocumentedFree plan 8.8$6.67/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 3 Stock Rover iPhone + Android RecognisedPhone appDocumentedFree plan 8.8$2/mo Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
- 4 WealthSpectrum iPhone + Android RecognisedPhone appDocumentedFree plan 8.6 Performance reporting: Yes
- 5 QPLIX iPhone + Android RecognisedPhone appDocumentedFree plan 8.6
- 6 Morningstar Office iPhone only RecognisedPhone appDocumentedFree plan 8.5 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 7 Tamarac iPhone + Android RecognisedPhone appDocumentedFree plan 8.5 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 8 Black Diamond Wealth Solutions iPhone + Android RecognisedPhone appDocumentedFree plan 8.4 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 9 getquin iPhone + Android RecognisedPhone appDocumentedFree plan 8.4€749.92/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 10 Xplan iPhone + Android RecognisedPhone appDocumentedFree plan 8.3
- 11 Enfusion iPhone only RecognisedPhone appDocumentedFree plan 8.3 Performance reporting: Yes
- 12 Landytech Sesame One iPhone + Android RecognisedPhone appDocumentedFree plan 8.2 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 13 Asset Vantage iPhone + Android RecognisedPhone appDocumentedFree plan 8.2 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 14 Asora iPhone + Android RecognisedPhone appDocumentedFree plan 8.2$300/mo Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
- 15 Orion Portfolio Accounting iPhone + Android RecognisedPhone appDocumentedFree plan 8.1$1083.33/mo Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
- 16 Wealthfolio iPhone only RecognisedPhone appDocumentedFree plan 8.1$2.99/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 17 Juniper Square iPhone + Android RecognisedPhone appDocumentedFree plan 8.0
- 18 Exirio iPhone + Android RecognisedPhone appDocumentedFree plan 8.0 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 19 Kubera iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$20.83/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 20 Finary iPhone + Android RecognisedPhone appDocumentedFree plan 7.8€12.50/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 21 CoinTracking iPhone + Android RecognisedPhone appDocumentedFree plan 7.7$4.08/mo
- 22 Masttro iPhone + Android RecognisedPhone appDocumentedFree plan 7.6 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 23 FinFolio iPhone + Android RecognisedPhone appDocumentedFree plan 7.6 Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
- 24 BlackRock Aladdin No phone app RecognisedPhone appDocumentedFree plan 7.5 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 25 Temenos Wealth Front Office No phone app RecognisedPhone appDocumentedFree plan 7.5 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which portfolio management software is ranked first on Samsung Mobile US Press?
Sharesight is ranked #1 of 81 with a score of 8.9. Snowball Analytics is second and Stock Rover third.
How many of these have a free plan?
6 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Stock Rover has the lowest first paid tier we found: $2/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.