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Best Portfolio Management Software 2026
Investors and advisers can use portfolio management software to arrange holdings, examine performance, evaluate allocation and risk, and follow tax lots. Use this list to compare tools by pricing, platform access, asset coverage and portfolio limits.
The page has no published scoring basis. Review free-plan availability, starting paid price, reporting, allocation analysis, risk analysis, tax-lot tracking and portfolio limits as separate fields, not as a placement ranking.
02
Snowball Analytics
Snowball Analytics tracks portfolios on Android, iOS and web, offering free and paid plans.
AndroidiPhone & iPadWeb Record7.2 Visit
03
Portfolio Performance
Portfolio Performance is free multi-asset portfolio software for Android, iOS, Linux, macOS and Windows.
AndroidiPhone & iPadWindows+2 Record7.2 Visit
04
Stock Rover
Stock Rover provides multi-asset portfolio tools on Android, iOS, Windows and the web.
AndroidiPhone & iPadWeb+1 Record7.2 Visit
05
Finary
Finary suits people who want to view a mix of accounts, investments, assets, and liabilities in one place.
AndroidiPhone & iPadWeb+2 Record7.2 Visit
6
Sharesight
AndroidiPhone & iPadWeb+1 $7 a month, billed yearly Record6.9 Visit Sharesight tracks multi-asset investments and reports performance on Android, iOS and the web.
7
Exirio
AndroidiPhone & iPadWeb $89 a year Record6.9 Visit Multi-asset portfolio app available on web, iOS and Android, with free and paid plans.
8
Asora
AndroidiPhone & iPadWeb — Record6.8 Visit Asora provides paid multi-asset and alternative portfolio software on Android, iOS and the web.
9
Kubera
AndroidiPhone & iPadWeb $250 a year Record6.8 Visit Multi-asset portfolio tracker with return, allocation and risk views on web, iOS and Android.
10
CGI Wealth360 Portfolio Management
AndroidiPhone & iPadWeb+1 — Record6.7 Visit CGI Wealth360 supports multi-asset programs with tax-aware trading, configurable constraints and advisor workflows.
11
rotki
WebWindowsMac+3 €25 a month Record6.7 Visit rotki suits people who want locally stored portfolio and accounting data across supported exchanges and blockchains.
12
Black Diamond Wealth Solutions
AndroidiPhone & iPadWeb+1 — Record6.6 Visit Black Diamond Wealth Solutions handles multi-asset and alternative holdings and provides performance reporting.
13
QPLIX
AndroidiPhone & iPadWeb+4 — Record6.6 Visit QPLIX consolidates portfolios and assets across web, desktop, mobile and self-hosted systems.
14
Orion Portfolio Accounting
AndroidiPhone & iPadWeb+1 $13,000 a year Record6.6 Visit It suits independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms.
15
Addepar
AndroidiPhone & iPadWeb+1 — Record6.5 Visit Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.
16
Tamarac
AndroidiPhone & iPadWeb+1 — Record6.5 Visit Tamarac is intended for independent registered investment advisors and wealth management practices.
18
BlackRock Aladdin
WebAPI — Record6.4 Visit Multi-asset portfolio platform reporting returns and reviewing allocation and risk via web and API.
19
Morningstar Office
iPhone & iPadWeb — Record6.4 Visit Morningstar Office is for financial advisors and firms that need portfolio accounting, analysis, reporting, rebalancing, billing, and client communication tools.
21
WealthSpectrum
AndroidiPhone & iPadWeb+2 — Record6.3 Visit WealthSpectrum integrates wealth operations, accounting, returns, trading, compliance and client reporting.
22
Temenos Wealth Front Office
WebAPISelf-hosted — Record6.2 Visit The system suits financial institutions and wealth management teams serving clients from ultra-high-net-worth to mass affluent segments.
23
Landytech Sesame One
AndroidiPhone & iPadWeb+1 — Record6.2 Visit Landytech Sesame One covers multi-asset portfolios with performance reports and allocation analysis.
25
Bloomberg AIM
Self-hosted — Record6.1 Visit Self-hosted investment management system with portfolio performance reporting.
Before you choose
Check the cost structure
A free plan or trial lets you evaluate a tool before committing to payment. Check the Paid from field and any pricing note before comparing subscriptions.
Pricing on request means the maker does not publish a starting figure in the listing.
Match the platform to your workflow
Check whether the software runs on the platforms you use. Entries include web, iOS, Android, Windows, API and self-hosted deployments.
An API can support connected workflows, while self-hosted access may suit teams that manage their own deployment.
Compare the analysis tools
The asset class coverage field indicates which holdings a tool is designed to handle. Then compare performance reporting, allocation analysis and risk analysis.
These fields describe different jobs: performance shows results, allocation examines how assets are distributed, and risk analysis focuses on portfolio exposure.
Look for tax-lot support
When portfolio review or tax work requires purchase details for individual holdings, tax-lot tracking can be important. Confirm that the listing's tax-lot field matches your process.
Plan for portfolio volume
Check maximum portfolios before choosing a tool for multiple accounts, households or strategies. A stated limit can affect how you organize work as your needs change.
Questions
What tasks can portfolio management software support?
It can organize holdings, review performance, assess allocation and risk, follow tax lots and manage portfolios.
Which platforms appear in this list?
The platform fields cover web, iOS, Android, API, Windows and self-hosted deployments.
Can I try a tool before paying?
Check the Free plan and Free trial fields. The list distinguishes a continuing free plan from a time-limited trial.
How can I compare portfolio analysis features?
Assess asset class coverage alongside performance reporting, allocation analysis, risk analysis and tax-lot tracking.
Why check maximum portfolios?
The maximum portfolios field shows the portfolio volume a tool lists, which can matter for multiple accounts or strategies.
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