Best Portfolio Management Software in 2026
Updated
81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
81ranked
6free plans on this page
$2.08/molowest paid tier
8 Oct 2026last checked
Portfolio Management Software, one module each. A lit port is something its maker publishes; 3 of the 25 on this page have a public API.
- 26 Addepar API not on recordOSS not on recordFREE not on recordDOCS 6.6
- 27 Portfolio Performance API not on recordOSS not on recordFREE yesDOCS 6.6$2.08/mo
- 28 Dynamo CRM & Deal Management API yesOSS not on recordFREE not on recordDOCS 6.6
- 29 Black Diamond Wealth Solutions API not on recordOSS not on recordFREE not on recordDOCS 6.5
- 30 Tamarac API not on recordOSS not on recordFREE not on recordDOCS 6.5
- 31 Finary API not on recordOSS not on recordFREE yesDOCS 6.5€4.58/mo
- 32 Advyzon API not on recordOSS not on recordFREE not on recordDOCS 6.4
- 33 Enfusion API not on recordOSS not on recordFREE not on recordDOCS 6.4
- 34 getquin API not on recordOSS not on recordFREE yesDOCS 6.4€749.92/mo
- 35 rotki API not on recordOSS not on recordFREE yesDOCS 6.4€9/mo
- 36 Aladdin Accounting API not on recordOSS not on recordFREE not on recordDOCS 6.3
- 37 AlternativeSoft API not on recordOSS not on recordFREE not on recordDOCS 6.3
- 38 Asset Vantage API not on recordOSS not on recordFREE not on recordDOCS 6.3
- 39 Asora API not on recordOSS not on recordFREE not on recordDOCS 6.3$300/mo
- 40 PortfolioPilot API not on recordOSS not on recordFREE yesDOCS 6.3$20/mo
- 41 Pano API yesOSS not on recordFREE not on recordDOCS 6.3
- 42 KeeSense API not on recordOSS not on recordFREE not on recordDOCS 6.2
- 43 Kubera API not on recordOSS not on recordFREE not on recordDOCS 6.2$20.83/mo
- 44 Wealthica API API yesOSS not on recordFREE not on recordDOCS 6.2
- 45 Charles River IMS API not on recordOSS not on recordFREE not on recordDOCS 6.1
- 46 Exirio API not on recordOSS not on recordFREE not on recordDOCS 6.1
- 47 Wealthfolio API not on recordOSS not on recordFREE yesDOCS 6.1$2.99/mo
- 48 Performativ API not on recordOSS not on recordFREE not on recordDOCS 6.0
- 49 MyVest Strategic Portfolio System API not on recordOSS not on recordFREE not on recordDOCS 6.0
- 50 Morningstar Investor API not on recordOSS not on recordFREE not on recordDOCS 6.0$20.75/mo
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 26 | Addepar | 6.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 27 | Portfolio Performance | 6.6 | Free plan | $2.08/mo | Yes | — | multi_asset | Yes |
| 28 | Dynamo CRM & Deal Management | 6.6 | No | — | — | — | — | — |
| 29 | Black Diamond Wealth Solutions | 6.5 | No | — | No | — | multi_asset_alternatives | Yes |
| 30 | Tamarac | 6.5 | No | — | — | — | multi_asset_alternatives | Yes |
| 31 | Finary | 6.5 | Free plan | €4.58/mo | Yes | — | multi_asset_alternatives | Yes |
| 32 | Advyzon | 6.4 | No | — | — | — | multi_asset_alternatives | Yes |
| 33 | Enfusion | 6.4 | No | — | — | — | — | Yes |
| 34 | getquin | 6.4 | Free plan | €749.92/mo | Yes | — | multi_asset_alternatives | Yes |
| 35 | rotki | 6.4 | Free plan | €9/mo | Yes | — | — | — |
| 36 | Aladdin Accounting | 6.3 | No | — | — | — | — | Yes |
| 37 | AlternativeSoft | 6.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 38 | Asset Vantage | 6.3 | No | — | No | — | multi_asset_alternatives | Yes |
| 39 | Asora | 6.3 | No | $300/mo | No | — | multi_asset_alternatives | Yes |
| 40 | PortfolioPilot | 6.3 | Free plan | $20/mo | Yes | $20/user/mo | multi_asset_alternatives | Yes |
| 41 | Pano | 6.3 | No | — | — | — | — | — |
| 42 | KeeSense | 6.2 | No | — | — | — | multi_asset_alternatives | Yes |
| 43 | Kubera | 6.2 | No | $20.83/mo | No | — | multi_asset_alternatives | Yes |
| 44 | Wealthica API | 6.2 | No | — | — | — | — | — |
| 45 | Charles River IMS | 6.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 46 | Exirio | 6.1 | No | — | Yes | — | multi_asset_alternatives | Yes |
| 47 | Wealthfolio | 6.1 | Free plan | $2.99/mo | Yes | $2.99/user/mo | multi_asset_alternatives | Yes |
| 48 | Performativ | 6.0 | No | — | — | — | multi_asset_alternatives | Yes |
| 49 | MyVest Strategic Portfolio System | 6.0 | No | — | — | — | multi_asset_alternatives | Yes |
| 50 | Morningstar Investor | 6.0 | No | $20.75/mo | No | — | multi_asset | Yes |
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