Best Portfolio Management Software in 2026
Updated
81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
81ranked
0free plans on this page
$4.08/molowest paid tier
9 Oct 2026last checked
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 76 Investment Account Manager No phone app RecognisedPhone appDocumentedFree plan 5.0$159/mo Performance reporting: Yes
- 77 Backstop Solutions No phone app RecognisedPhone appDocumentedFree plan 5.0 Asset class coverage: multi_assetPerformance reporting: Yes
- 78 Stock Portfolio Organizer No phone app RecognisedPhone appDocumentedFree plan 5.0$4.08/mo Asset class coverage: multi_assetPerformance reporting: Yes
- 79 Pano No phone app RecognisedPhone appDocumentedFree plan 5.0
- 80 P1 Platform No phone app RecognisedPhone appDocumentedFree plan 4.9 Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
- 81 Insightfolio Advisor No phone app RecognisedPhone appDocumentedFree plan 4.9 Performance reporting: YesAllocation analysis: Yes
Compare all 6 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 76 | Investment Account Manager | 5.0 | No | $159/mo | No | — | — | Yes |
| 77 | Backstop Solutions | 5.0 | No | — | — | — | multi_asset | Yes |
| 78 | Stock Portfolio Organizer | 5.0 | No | $4.08/mo | No | — | multi_asset | Yes |
| 79 | Pano | 5.0 | No | — | — | — | — | — |
| 80 | P1 Platform | 4.9 | No | — | No | — | multi_asset | Yes |
| 81 | Insightfolio Advisor | 4.9 | No | — | — | — | — | Yes |
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