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
0free plans on this page
$4.08/molowest paid tier
8 Oct 2026last checked
Portfolio Management Software, one module each. A lit port is something its maker publishes; 0 of the 6 on this page have a public API.
- 76 Stock Portfolio Organizer API not on recordOSS not on recordFREE not on recordDOCS 4.9$4.08/mo
- 77 Investment Account Manager API not on recordOSS not on recordFREE not on recordDOCS 4.8$159/mo
- 78 P1 Platform API not on recordOSS not on recordFREE not on recordDOCS 4.8
- 79 Insightfolio Advisor API not on recordOSS not on recordFREE not on recordDOCS 4.8
- 80 TokenPad API not on recordOSS not on recordFREE not on recordDOCS 4.8
- 81 JStock API not on recordOSS not on recordFREE not on recordDOCS 4.7
Compare all 6 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 76 | Stock Portfolio Organizer | 4.9 | No | $4.08/mo | No | — | multi_asset | Yes |
| 77 | Investment Account Manager | 4.8 | No | $159/mo | No | — | — | Yes |
| 78 | P1 Platform | 4.8 | No | — | No | — | multi_asset | Yes |
| 79 | Insightfolio Advisor | 4.8 | No | — | — | — | — | Yes |
| 80 | TokenPad | 4.8 | No | — | Yes | — | multi_asset_alternatives | Yes |
| 81 | JStock | 4.7 | No | — | Yes | — | single_asset | Yes |
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