Best CircleBlack Portfolio Reporting Alternatives in 2026
Updated
20 platforms from portfolio management software ranked against CircleBlack Portfolio Reporting on the same published basis.
- 1CircleBlack Portfolio Reporting vs Stock Rover
- 2CircleBlack Portfolio Reporting vs Snowball Analytics
- 3CircleBlack Portfolio Reporting vs Portfolio Performance
- 4CircleBlack Portfolio Reporting vs Finary
- 5CircleBlack Portfolio Reporting vs Sharesight
- 6CircleBlack Portfolio Reporting vs getquin
- 7CircleBlack Portfolio Reporting vs PortfolioPilot
- 8CircleBlack Portfolio Reporting vs BlackRock Aladdin
- 9CircleBlack Portfolio Reporting vs QPLIX
- 10CircleBlack Portfolio Reporting vs Temenos Wealth Front Office
- 11CircleBlack Portfolio Reporting vs CGI Wealth360 Portfolio Management
- 12CircleBlack Portfolio Reporting vs Addepar
- 13CircleBlack Portfolio Reporting vs Kubera
- 14CircleBlack Portfolio Reporting vs Exirio
- 15CircleBlack Portfolio Reporting vs Bloomberg AIM
- 16CircleBlack Portfolio Reporting vs Black Diamond Wealth Solutions
- 17CircleBlack Portfolio Reporting vs SS&C Advent Geneva
- 18CircleBlack Portfolio Reporting vs WealthSpectrum
- 19CircleBlack Portfolio Reporting vs Advyzon
- 20CircleBlack Portfolio Reporting vs Enfusion
CircleBlack Portfolio Reporting alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Stock Rover | 8.8 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 2 | Snowball Analytics | 8.6 | Free plan | $6.67/mo | Android, iOS, Web |
| 3 | Portfolio Performance | 8.6 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 4 | Finary | 8.4 | Free plan | €4.58/mo | Android, iOS, Mac, Web |
| 5 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 6 | getquin | 8.2 | Free plan | €749.92/mo | Android, iOS, Web |
| 7 | PortfolioPilot | 8.0 | Free plan | $20/mo | Web |
| 8 | BlackRock Aladdin | 7.9 | API, Web | ||
| 9 | QPLIX | 7.9 | Android, API, iOS, Mac, self-hosted, Web, Windows | ||
| 10 | Temenos Wealth Front Office | 7.8 | API, self-hosted, Web | ||
| 11 | CGI Wealth360 Portfolio Management | 7.7 | Android, API, iOS, Web | ||
| 12 | Addepar | 7.7 | Android, API, iOS, Web | ||
| 13 | Kubera | 7.7 | No | $20.83/mo | Android, iOS, Web |
| 14 | Exirio | 7.7 | Android, iOS, Web | ||
| 15 | Bloomberg AIM | 7.6 | self-hosted | ||
| 16 | Black Diamond Wealth Solutions | 7.6 | Android, API, iOS, Web | ||
| 17 | SS&C Advent Geneva | 7.6 | API, self-hosted, Web | ||
| 18 | WealthSpectrum | 7.6 | Android, API, iOS, self-hosted, Web | ||
| 19 | Advyzon | 7.6 | Android, iOS, Web | ||
| 20 | Enfusion | 7.6 | iOS, Linux, Mac, Web, Windows |
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Questions about CircleBlack Portfolio Reporting alternatives
What is the best alternative to CircleBlack Portfolio Reporting?
Stock Rover, number 1 in portfolio management software with a score of 8.8 out of 10. The others here: Snowball Analytics, Portfolio Performance, Finary and 16 more.
What is the best free alternative to CircleBlack Portfolio Reporting?
Stock Rover is the best-ranked alternative with a free plan. 7 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.