Best Portfolio Management Software in 2026
Updated
In short: Stock Rover is ranked #1 of 81 as of 4 October 2026, ahead of Snowball Analytics and Portfolio Performance. The best-ranked option with a free plan is Snowball Analytics. The lowest first paid tier on this page is Stock Rover at $2/mo.
Portfolio management software helps you organize investment holdings and review how a portfolio is allocated, performing and exposed to risk. Compared on allocation analysis, asset class coverage, performance reporting and risk analysis, these options also vary in maximum portfolios and tax-lot tracking. Stock Rover, Snowball Analytics and Sharesight are among the named options to compare. Check whether a free plan is available and the paid starting price, then weigh those details against the types of assets and reporting you need to manage. The listed features can help you assess which tools align with your portfolio scale and the way you monitor investments.
81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Portfolio Management Software, ranked on how quickly a newcomer can get going. 11 of the 25 on this page can be tried for free.
- 1 Stock RoverPaid from $2/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 2 Snowball AnalyticsPaid from $6.67/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 3 Portfolio PerformancePaid from $2.08/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 4 SharesightPaid from $7/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 5 getquinPaid from €749.92/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 6 PortfolioPilotPaid from $20/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 7 QPLIX
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 8 Temenos Wealth Front Office
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 9 Exirio
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 10 BlackRock Aladdin
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 11 Bloomberg AIM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 12 WealthSpectrum
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 13 Enfusion
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 14 rotkiPaid from €9/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 15 WealthfolioPaid from $2.99/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 16 CoinTrackingPaid from $4.08/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 17 Allvue Investment Management
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 18 Tamarac
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: yes
- 19 Xplan
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 20 Portfolio VisualizerPaid from $30/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 21 Morningstar Office
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 22 Black Diamond Wealth Solutions
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 23 SS&C Advent Geneva
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 24 Addepar
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 25 FundCountPaid from $1204.17/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 1 | Stock Rover | 8.8 | Free plan | $2/mo | Yes | $24/user/mo | multi_asset | Yes |
| 2 | Snowball Analytics | 8.6 | Free plan | $6.67/mo | Yes | $7.99/user/mo | multi_asset_alternatives | Yes |
| 3 | Portfolio Performance | 8.6 | Free plan | $2.08/mo | Yes | — | multi_asset | Yes |
| 4 | Sharesight | 8.2 | Free plan | $7/mo | Yes | $7/user/mo | multi_asset_alternatives | Yes |
| 5 | getquin | 8.2 | Free plan | €749.92/mo | Yes | — | multi_asset_alternatives | Yes |
| 6 | PortfolioPilot | 8.0 | Free plan | $20/mo | Yes | $20/user/mo | multi_asset_alternatives | Yes |
| 7 | QPLIX | 7.9 | No | — | — | — | — | — |
| 8 | Temenos Wealth Front Office | 7.8 | No | — | — | — | multi_asset_alternatives | Yes |
| 9 | Exirio | 7.7 | No | — | Yes | — | multi_asset_alternatives | Yes |
| 10 | BlackRock Aladdin | 7.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 11 | Bloomberg AIM | 7.6 | No | — | — | — | U.S. and international equities; fixed income; FX; listed equity options; futures; OTC derivatives | Yes |
| 12 | WealthSpectrum | 7.6 | No | — | — | — | — | Yes |
| 13 | Enfusion | 7.6 | No | — | — | — | — | Yes |
| 14 | rotki | 7.6 | Free plan | €9/mo | Yes | — | — | — |
| 15 | Wealthfolio | 7.6 | Free plan | $2.99/mo | Yes | $2.99/user/mo | multi_asset_alternatives | Yes |
| 16 | CoinTracking | 7.6 | Free plan | $4.08/mo | Yes | — | — | — |
| 17 | Allvue Investment Management | 7.5 | No | — | — | — | multi_asset_alternatives | Yes |
| 18 | Tamarac | 7.4 | No | — | — | — | multi_asset_alternatives | Yes |
| 19 | Xplan | 7.4 | No | — | — | — | — | — |
| 20 | Portfolio Visualizer | 7.4 | Free plan | $30/mo | Yes | — | multi_asset | Yes |
| 21 | Morningstar Office | 7.3 | No | — | No | — | multi_asset_alternatives | Yes |
| 22 | Black Diamond Wealth Solutions | 7.3 | No | — | No | — | multi_asset_alternatives | Yes |
| 23 | SS&C Advent Geneva | 7.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 24 | Addepar | 7.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 25 | FundCount | 7.3 | No | $1204.17/mo | No | — | — | Yes |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which portfolio management software is ranked first on The Geeks Club?
Stock Rover is ranked #1 of 81 with a score of 8.8. Snowball Analytics is second and Portfolio Performance third.
How many of these have a free plan?
10 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Stock Rover has the lowest first paid tier we found: $2/mo.
How is this list ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.