Finary
by FinaryFinary suits people who want to view a mix of accounts, investments, assets, and liabilities in one place.
Free plan Free trial From €44.99 a year AndroidiPhone & iPadWebMacAPI
- Home
- Design, Video & Audio
- Stock Portfolio Management
Best Stock Portfolio Management 2026
Facts read 20 Sep 2026 – 15 Oct 2026
Use stock portfolio management tools to follow holdings, accounts and investment performance. This guide helps buyers compare pricing, platform support and portfolio controls.
The standings: top 10
| Name | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|
| 01 Finary | 6.2 | €44.99 a year | Free plan | Android, iPhone & iPad, Web, Mac | 15 Oct 2026 |
| 02 Portfolio Performance | 6.1 | $25 a year | Free plan | Android, iPhone & iPad, Windows, Mac | 4 Oct 2026 |
| 03 Snowball Analytics | 5.9 | $79.99 a year | Free plan | Android, iPhone & iPad, Web | 28 Sep 2026 |
| 04 FundCount | 5.7 | $4,000 a year | — | Android, iPhone & iPad, Web, Windows | 15 Oct 2026 |
| 05 getquin | 5.7 | €8,999 a year | Free plan | Android, iPhone & iPad, Web | 3 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 Fund Manager | 4.8 | $139 one-time | Free trial | Web, Windows | 9 Oct 2026 |
| 09 Ghostfolio | 4.8 | Free plan | Free plan | Android, Web, Self-hosted | 5 Oct 2026 |
| 10 Investment Account Manager | 4.4 | $159 one-time | Free trial | Windows | 11 Oct 2026 |
The list is ordered by newest releases first, using figures makers publish. Buyers can review free availability, starting paid prices, broker links, asset classes, portfolio caps, reporting, tax lots and mobile apps.
02
Portfolio Performance
It suits investors who want to track securities across accounts and analyze performance, allocation or risk.
AndroidiPhone & iPadWindows+2 Record6.1 Visit
03
Snowball Analytics
It suits retail investors seeking a consolidated view of investments, portfolio performance, and dividends.
AndroidiPhone & iPadWeb Record5.9 Visit
04
FundCount
AndroidiPhone & iPadWeb+5 Record5.7 Visit
05
getquin
AndroidiPhone & iPadWeb Record5.7 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.
11
Addepar
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.
Before you choose
Review no-cost options and starting paid prices
Some entries include a free plan, and some provide a trial; terms vary.
Kubera shows a $250-per-year plan with a 14-day trial. Orion Advisor Technology shows plans beginning at $13,000 per year. ShareScope lists plans from £36 per month.
Match the platform to your workflow
Entries support combinations of Android, web, iOS, Windows, macOS and API access. Check the platform you need before choosing a portfolio manager.
A tool may support more than one platform, so compare its listed support with the devices and services you use.
Check account sync and asset coverage
When your broker is supported, account syncing can limit manual data entry. Asset coverage shows what investments the tool can represent.
Review both fields together. A broad asset list does not confirm that your broker can connect.
Review limits, reports and tax lots
Portfolio limits set the scale a tool can handle. Performance reporting shows how results are presented, while tax lot tracking helps organize purchase lots for tax work.
If you need access away from a desktop, verify that the tool has a mobile app.
Questions
Do these tools offer a free plan?
Some listed tools include a free tier; Ghostfolio is one example.
Can I try a paid portfolio manager before paying?
Certain entries provide a trial before payment. Kubera shows a 14-day trial.
What can I compare besides price?
Look at broker syncing, supported assets, portfolio limits, performance reports, tax-lot tracking and mobile availability.
Are paid plans priced in the same currency?
No. Listed prices include dollars and pounds, so check the currency and billing period before comparing.
More in Design, Video & Audio
Photo Editing Software 159Video Editing Software 153Digital Asset Management Software 151Graphic Design Software 1503D modeling software 147Live Streaming Software 137Video Downloaders 135Audio Editing Software 131Screen Recording Software 131Animation Software 106Image Upscaling Software 99Data Visualization Software 98Game Engine Software 92Image Compression Software 85Stock Photo Websites 803D CAD Software 79Screenshot Annotation Software 76Video Converter Software 75