Charles River IMS vs PortfolioPilot
| Charles River IMS | PortfolioPilot | |
|---|---|---|
| Free plan | Yes | |
| Free trial | Yes | |
| Paid from | $20/mo | |
| Platforms | api, Web | Web |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | Yes |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes | Yes |
| Free plan | Yes | |
| Paid from | $20/user/mo |
Listed together in Best Portfolio Management Software