Best Portfolio Management Software in 2026
Updated
In short: Temenos Wealth Front Office is ranked #1 of 81 as of 4 October 2026, ahead of Sharesight and WealthSpectrum. The best-ranked option with a free plan is Sharesight. The lowest first paid tier on this page is Stock Rover at $2/mo.
Portfolio management software supports reviewing holdings and how investments are allocated, performing, and exposed to risk. Compared on asset class coverage, allocation analysis, performance reporting, and risk analysis, the entries offer several angles for assessing whether their capabilities suit your work. Maximum portfolios and tax-lot tracking may matter for the scale and records you manage. Temenos Wealth Front Office, Sharesight, and WealthSpectrum are among the options shown, with QPLIX, FundCount, and Xplan also included. Consider the free-plan status and paid-from price alongside the listed capabilities when weighing software for your portfolio needs.
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, one module each. A lit port is something its maker publishes; 14 of the 25 on this page have a public API.
- 01 Temenos Wealth Front Office API yesOSS not on recordFREE not on recordDOCS 8.3
- 02 Sharesight API yesOSS not on recordFREE yesDOCS 8.2$7/mo
- 03 WealthSpectrum API yesOSS not on recordFREE not on recordDOCS 8.0
- 04 QPLIX API yesOSS not on recordFREE not on recordDOCS 8.0
- 05 FundCount API yesOSS not on recordFREE not on recordDOCS 7.9$1204.17/mo
- 06 Xplan API yesOSS not on recordFREE not on recordDOCS 7.8
- 07 Orion Portfolio Accounting API yesOSS not on recordFREE not on recordDOCS 7.7$1083.33/mo
- 08 Corporater Investment Portfolio Management API yesOSS not on recordFREE not on recordDOCS 7.6
- 09 Juniper Square API yesOSS not on recordFREE not on recordDOCS 7.5
- 10 CoinTracking API yesOSS not on recordFREE yesDOCS 7.2$4.08/mo
- 11 Linedata Global Hedge API yesOSS not on recordFREE not on recordDOCS 7.1
- 12 Fundwave API yesOSS not on recordFREE not on recordDOCS 7.0$800/mo
- 13 BlackRock Aladdin API not on recordOSS not on recordFREE not on recordDOCS 6.9
- 14 Bloomberg AIM API not on recordOSS not on recordFREE not on recordDOCS 6.9
- 15 FINBOURNE LUSID API yesOSS not on recordFREE yesDOCS 6.8
- 16 Allvue Investment Management API not on recordOSS not on recordFREE not on recordDOCS 6.7
- 17 Snowball Analytics API not on recordOSS not on recordFREE yesDOCS 6.7$6.67/mo
- 18 Stock Rover API not on recordOSS not on recordFREE yesDOCS 6.7$2/mo
- 19 Morningstar Office API not on recordOSS not on recordFREE not on recordDOCS 6.6
- 20 SimCorp One API not on recordOSS not on recordFREE not on recordDOCS 6.6
- 21 SS&C Advent Geneva API not on recordOSS not on recordFREE not on recordDOCS 6.6
- 22 Addepar API not on recordOSS not on recordFREE not on recordDOCS 6.6
- 23 Portfolio Performance API not on recordOSS not on recordFREE yesDOCS 6.6$2.08/mo
- 24 Dynamo CRM & Deal Management API yesOSS not on recordFREE not on recordDOCS 6.6
- 25 Black Diamond Wealth Solutions API not on recordOSS not on recordFREE not on recordDOCS 6.5
Is your platform on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which portfolio management software is ranked first on Inferse?
Temenos Wealth Front Office is ranked #1 of 81 with a score of 8.3. Sharesight is second and WealthSpectrum third.
How many of these have a free plan?
5 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 what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it. Paid placements never change a rank.