18.8
Open-source investment tracking for Linux, Mac, Windows and web; free plan available.
Free planOpen sourceWebAPILinux
Best Portfolio Management Software in 2026
rotki leads this chart of 81 (8.8/10, free plan). Stock Rover is next (8.7/10, free plan), and Sharesight is the next highest-placed with a free plan (8.6/10). Portfolio management software helps organize investments and review portfolio performance; compare asset coverage and analysis tools, then check whether the Android app supports the tasks you need. Android availability does not guarantee the same features as the web version. Check platform support alongside reporting, tax-lot tracking, portfolio limits, and pricing.
28.7
Android app and web access for managing portfolios across multiple asset types.
Free planAndroidiOSWeb
38.6
Android app and web access for tracking investments, with performance reporting and support for multiple asset types.
Free planAndroidiOSWeb
- 4
Snowball Analytics
Android app and web access for portfolio analytics, with iOS support also available.
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Android app and web access for managing finances and investments, with iOS and Mac apps also available.
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
Android app and web access for portfolio management, with iOS, Linux, Mac, Windows, API and self-hosted options.
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
Free portfolio software with Android, iOS, Linux, Mac and Windows apps for multiple asset types.
Free planAndroidiOSLinuxmacOS8.2From $25 a year - 9
getquin
Android app and web portfolio tracker for multiple asset types, with a free plan.
Free planAndroidiOSWeb8.0From €8,999 a year - 10
Wealthfolio
Portfolio software with a free plan, available on iOS, Windows, Mac, Linux and web.
Free planiOSWebLinuxmacOS8.0From $2.99 a month - 11
Kubera
Track multi-asset portfolios with Android, iOS and web apps; includes performance and allocation analysis.
AndroidiOSWeb7.8From $250 a year - 12
Morningstar Investor
AndroidiOSWeb7.7From $249 a year - 13
Exirio
AndroidiOSWeb7.6From $89 a year - 14
PortfolioPilot
Web service for tracking diverse investments and reporting performance; free plan available.
Free planWeb7.6From $240 a year - 15
Asora
Android app and web platform for managing multi-asset portfolios; plans start at $900 per month annually.
AndroidiOSWeb7.5 - 16
Orion Portfolio Accounting
Android app and web portfolio accounting software for multiple asset types, with performance reporting.
AndroidiOSWebAPI7.4From $13,000 a year - 17
Enfusion
Web-based front-to-back investment management platform with performance reporting.
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
Android app and web service for wealth management, available alongside iOS, Mac, Windows and self-hosting.
AndroidiOSWebAPI7.3 - 20
Quicken
WebmacOSWindows7.3From $3.99 a month - 21
Ghostfolio
Free planAndroidWebSelf-hosted7.3Free plan - 22
Advyzon
Android app and web tools report portfolio results and show investment mix across asset types.
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
Android app and web service provide performance reports for varied investment holdings.
AndroidiOSWebAPI7.1 - 25
Asset Vantage
Android and web access to multi-asset holdings, with performance reports and allocation tools.
AndroidiOSWeb7.1
Choosing well
Does it have an Android app?
Check the listed platforms before choosing. For example, CGI Wealth360 Portfolio Management lists Android and iOS alongside web and API access, while BlackRock Aladdin lists web and API access.
Which investment types does it cover?
Compare asset class coverage with the investments you want to track. The category comparison includes asset class coverage, but the supplied details do not specify the classes supported by individual tools.
What portfolio analysis should it provide?
Look for the kinds of review you need, such as performance reporting, allocation analysis, and risk analysis. These are among the comparison points for this category.
Does it track tax lots and portfolio limits?
Check whether tax-lot tracking is included and whether the maximum portfolio count fits your needs. Both are comparison points for this category.
How can I compare pricing?
Check whether there is a free plan and what a paid plan costs.
Questions people ask
Which portfolio management software has an Android app?
CGI Wealth360 Portfolio Management lists Android support. Platform availability can vary, so check whether an app covers the features you need.
What should I compare in portfolio management software?
Compare asset class coverage, performance reporting, allocation and risk analysis, tax-lot tracking, maximum portfolios, free plans, and paid pricing.
Can I get portfolio management software for free?
A free plan is one comparison point for this category. Check the individual tool's current plan details before choosing.
Do portfolio management tools publish their prices?
Pricing details vary. BlackRock Aladdin and Temenos Wealth Front Office list pricing on request.