Best Portfolio Management Software in 2026
Updated
81ranked
3free plans on this page
$3.99/molowest paid tier
10 Oct 2026last checked
Portfolio Management Software, ranked on how quickly a newcomer can get going.6 of 8 products with recorded free access can be tried for free.
- 26 Allvue Investment Management
- Well documented: yes
- Runs where you work: no
- 27 Morningstar InvestorPaid from $20.75/mo
- Free to practise on: no
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 28 Tamarac
- Well documented: no
- Runs where you work: yes
- 29 Xplan
- Well documented: yes
- Runs where you work: yes
- 30 Portfolio VisualizerPaid from $30/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 31 FundCountPaid from $1204.17/mo
- Free to practise on: no
- Free trial: no
- Well documented: yes
- Runs where you work: yes
- 32 Landytech Sesame One
- Well documented: yes
- Runs where you work: yes
- 33 FreeholdPaid from $29/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 34 SimCorp One
- Well documented: no
- 35 Asset Vantage
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 36 Orion Portfolio AccountingPaid from $1083.33/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 37 Charles River IMS
- Well documented: yes
- Runs where you work: no
- 38 Clearwater Analytics
- Well documented: yes
- Runs where you work: no
- 39 Juniper Square
- Well documented: yes
- Runs where you work: yes
- 40 FinFolio
- Well documented: yes
- Runs where you work: yes
- 41 AlternativeSoft
- Well documented: no
- Runs where you work: no
- 42 AsoraPaid from $300/mo
- Free to practise on: no
- Free trial: no
- Well documented: yes
- Runs where you work: yes
- 43 Corporater Investment Portfolio Management
- Well documented: yes
- Runs where you work: no
- 44 Masttro
- Well documented: yes
- Runs where you work: yes
- 45 GhostfolioFree plan
- Free to practise on: yes
- Well documented: yes
- Runs where you work: no
- 46 FINBOURNE LUSID
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 47 KeeSense
- Well documented: no
- 48 SerafPaid from $50/mo
- Free to practise on: no
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 49 QuickenPaid from $3.99/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 50 Performativ
- Well documented: no
Compare all 25 in a table
| # | Platform | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 26 | Allvue Investment Management | 7.5 | multi_asset_alternatives | Yes | ||
| 27 | Morningstar Investor | 7.5 | No | multi_asset | Yes | |
| 28 | Tamarac | 7.4 | multi_asset_alternatives | Yes | ||
| 29 | Xplan | 7.4 | ||||
| 30 | Portfolio Visualizer | 7.4 | Yes | multi_asset | Yes | |
| 31 | FundCount | 7.3 | No | Yes | ||
| 32 | Landytech Sesame One | 7.3 | No | multi_asset_alternatives | Yes | |
| 33 | Freehold | 7.3 | Yes | single_asset | Yes | |
| 34 | SimCorp One | 7.2 | multi_asset_alternatives | Yes | ||
| 35 | Asset Vantage | 7.2 | No | multi_asset_alternatives | Yes | |
| 36 | Orion Portfolio Accounting | 7.2 | multi_asset_alternatives | Yes | ||
| 37 | Charles River IMS | 7.1 | multi_asset_alternatives | Yes | ||
| 38 | Clearwater Analytics | 7.1 | multi_asset_alternatives | Yes | ||
| 39 | Juniper Square | 7.1 | ||||
| 40 | FinFolio | 7.1 | multi_asset | Yes | ||
| 41 | AlternativeSoft | 7.0 | multi_asset_alternatives | Yes | ||
| 42 | Asora | 7.0 | No | multi_asset_alternatives | Yes | |
| 43 | Corporater Investment Portfolio Management | 7.0 | multi_asset_alternatives | Yes | ||
| 44 | Masttro | 7.0 | multi_asset_alternatives | Yes | ||
| 45 | Ghostfolio | 6.9 | Yes | multi_asset_alternatives | Yes | |
| 46 | FINBOURNE LUSID | 6.9 | ||||
| 47 | KeeSense | 6.8 | multi_asset_alternatives | Yes | ||
| 48 | Seraf | 6.8 | No | multi_asset_alternatives | Yes | |
| 49 | Quicken | 6.7 | No | Free | Stocks, ETFs, mutual funds, bonds, and cryptocurrency | Yes |
| 50 | Performativ | 6.6 | multi_asset_alternatives | Yes |
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