18.8
rotki is an open-source, self-hosted portfolio manager, accounting, and analytics tool focused on privacy.
Free planOpen sourceWebAPILinux
Best Portfolio Management Software in 2026
Managing investments means keeping track of what you hold and how those holdings are allocated, performing, and exposed to risk. Compare allocation analysis and asset class coverage with performance reporting, risk analysis, and tax-lot tracking to see which capabilities fit your work. Maximum portfolios may matter if you oversee several portfolios, while free-plan availability and paid-from pricing help frame the…
28.7
Stock Rover is a browser-based investment research platform covering stocks, ETFs, and funds across major North American exchanges.
Free planAndroidiOSWeb
38.6
Sharesight is an online portfolio and dividend tracker for following investment prices, performance and income.
Free planAndroidiOSWeb
- 4
Snowball Analytics
Snowball Analytics helps retail investors plan and track investments, review portfolio performance and monitor dividends.
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Finary is an app for tracking money, investments, and net worth across connected accounts and assets.
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWebAPI8.3From $4,000 a year - 7
CoinTracking
CoinTracking combines cryptocurrency portfolio tracking, analysis, and tax reporting.
Free planAndroidiOSWebAPI8.3From $49 a year - 8
Portfolio Performance
Portfolio Performance is a free desktop application for tracking securities across accounts and examining portfolio results.
Free planAndroidiOSLinuxmacOS8.2From $25 a year - 9
getquin
Free planAndroidiOSWeb8.0From €8,999 a year - 10
Wealthfolio
Wealthfolio is a local-first, open-source investment tracker and personal finance app.
Free planiOSWebLinuxmacOS8.0From $2.99 a month - 11
Kubera
AndroidiOSWeb7.8From $250 a year - 12
Morningstar Investor
AndroidiOSWeb7.7From $249 a year - 13
Exirio
AndroidiOSWeb7.6From $89 a year - 14
PortfolioPilot
Free planWeb7.6From $240 a year - 15
Asora
Asora is a family-office operating platform for centralizing financial data, managing portfolios, and reporting across multiple asset types.
AndroidiOSWeb7.5 - 16
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms.
AndroidiOSWebAPI7.4From $13,000 a year - 17
Enfusion
Enfusion is a front-to-back investment management platform for hedge funds and asset managers.
iOSWebLinuxmacOS7.4 - 18
Dynamo CRM & Deal Management
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets.
AndroidiOSWebAPI7.4From $1 a year - 19
QPLIX
QPLIX is wealth management software for consolidating and managing portfolios and assets.
AndroidiOSWebAPI7.3 - 20
Quicken
WebmacOSWindows7.3From $3.99 a month - 21
Ghostfolio
Free planAndroidWebSelf-hosted7.3Free plan - 22
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
AndroidiOSWeb7.2 - 23
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI7.2 - 24
Black Diamond Wealth Solutions
AndroidiOSWebAPI7.1 - 25
Asset Vantage
AndroidiOSWeb7.1