18.1
Finary is an app for tracking money, investments, and net worth across connected accounts and assets.
Free planAndroidiOSWeb
Best Stock Portfolio Management in 2026
Finary leads this chart of 14 (8.1/10, free plan). Sharesight is next (8.1/10, free plan), and Snowball Analytics is the next highest-placed with a free plan (8.1/10). Stock portfolio management tools help you record investments, follow holdings and review portfolio results. The category includes services and software with options such as broker account sync, asset coverage, portfolio limits, performance reporting and tax-lot tracking. Compare the free plan or trial, the paid starting price and the features that match your records. Check platform details before signing up: Android…
28.1
Sharesight is an online portfolio and dividend tracker for following investment prices, performance and income.
Free planAndroidiOSWeb
38.1
Snowball Analytics helps retail investors plan and track investments, review portfolio performance and monitor dividends.
Free planAndroidiOSWeb
- 4
Portfolio Performance
Portfolio Performance is a free desktop application for tracking securities across accounts and examining portfolio results.
Free planAndroidiOSLinuxmacOS7.7From $25 a year - 5
FundCount
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWebAPI7.6From $4,000 a year - 6
getquin
Free planAndroidiOSWeb7.6From €8,999 a year - 7
Ghostfolio
Free planAndroidWebSelf-hosted7.2Free plan - 8
Kubera
AndroidiOSWeb7.2From $250 a year - 9
Fund Manager
WebWindows6.7$139 one-time - 10
Addepar
AndroidiOSWebAPI6.3 - 11
Investment Account Manager
Windows6.3$159 one-time - 12
ShareScope
AndroidiOSWebmacOS6.3From £393 a year - 13
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
AndroidiOSWeb6.2 - 14
Orion Advisor Technology
AndroidiOSWeb5.4
Choosing well
Compare free access and paid plans
A free plan is available from tools in this category, while other products use paid plans or trials. Check what the free tier covers before moving records or linking accounts.
Kubera lists a 14-day trial and pricing from $250 per year. Fund Manager lists pricing from £36 per month, while Orion Advisor Technology lists pricing from $13,000 per year.
Check phone and desktop access
The category includes Android, web, iOS, Windows, macOS and API access. Confirm the platforms offered by the product you choose, especially if you want to update holdings from an Android phone.
A web service can suit mixed devices, while Windows or macOS software may fit a desktop workflow. An API can matter when you need programmatic access.
Review sync and asset coverage
Broker account sync can reduce manual entry when your provider is supported. Check the broker connections and asset types covered before subscribing.
Portfolio limits can affect how you organise accounts and holdings. Compare the stated limit with the way you plan to track investments.
Check reports and tax-lot tools
Performance reporting helps you review portfolio results over time. Tax-lot tracking can support records for sales and tax work, depending on the tool's features.
Look for clear details on both functions rather than assuming they are included in a free plan or trial.
Questions people ask
Do these portfolio tools have Android apps?
Android availability varies. Check the platform details for the product you are considering; Orion Advisor Technology lists Android, iOS and web access.
Can I start without paying?
A free plan is available from products in this category, and a free trial is also offered by products here. Check the terms for the specific service.
Which platforms can stock portfolio tools use?
Platforms represented in this category include Android, web, iOS, Windows, macOS and API access.
Do these tools sync broker accounts?
Broker account sync is a comparison point for this category. Verify supported brokers before choosing a service.
Can they track tax lots and performance?
Tax-lot tracking and performance reporting are comparison points in this category. Check the product details to confirm the functions you need.