Design, Video & Audio·Standings

Stock Portfolio Management Tools

Stock portfolio management tools help you track investments and review performance; compare broker account sync and the assets each tool covers.

This board shows a signal score out of 10, plus marks for a public API, open-source code and a free tier. Compare those with portfolio limits, tax lot tracking, reporting, mobile apps and pricing.

  • 14 platforms
  • 1 with a public API on this page
  • 6 with a free tier
  • Checked 28 Sept 2026
  1. 1
    F
    Finaryfinary.com

    Portfolio tracker for web, Android, iOS and Mac, with a free plan and paid plans from €149.99/year.

    6.7 APIOpenFree Free tier · from €44.99/yr
  2. 2
    PP
    Portfolio Performanceportfolio-performance.info

    Free portfolio software for Windows, Mac, Linux, Android and iOS, covering multiple asset types.

    6.7 APIOpenFree Free tier · from $25/yr
  3. 3
    S
    Sharesightsharesight.com

    Multi-asset portfolio tracker with performance reports for web, Android and iOS; free plan, paid from $7/month.

    6.6 APIOpenFree Free tier · from $7/mo
  4. 4
    SA
    Snowball Analyticssnowball-analytics.com

    Portfolio software for web, Android and iOS, with a free plan and paid plans from $7.99/user/month.

    6.6 APIOpenFree Free tier · from $79.99/yr
  5. 5
    G
    getquingetquin.com

    Multi-asset portfolio tracker for web, Android and iOS, with a free plan and paid plans from €89.99/year.

    6.6 APIOpenFree Free tier · from €8,999/yr
  6. 6
    G
    Ghostfolioghostfol.io

    Open-source personal finance dashboard for web and self-hosting, with performance, allocation and risk analysis.

    6.4 APIOpenFree Free tier
  7. 7
    FM
    Fund Managerfundmanagersoftware.com

    Windows and web software for multi-asset portfolios, with performance reports and a free trial.

    6.0 APIOpenFree $139 one-time
  8. 8
    K
    Kuberakubera.com

    Portfolio tracker for web, Android and iOS, with performance, allocation and risk analysis; from $250/year.

    6.0 APIOpenFree From $250/yr
  9. 9
    F
    FundCountfundcount.com

    Portfolio software for web, desktop and self-hosting, with plans from $14,450/year.

    5.9 APIOpenFree From $4,000/yr
  10. 10
    IA
    Investment Account Managerinvestmentaccountmanager.com

    Windows investment account software with performance reports and a 60-day trial; plans start at $159.

    5.7 APIOpenFree $159 one-time
  11. 11
    A
    Addeparaddepar.com

    Portfolio software for tracking holdings, reviewing returns and analyzing how investments are distributed.

    5.5 APIOpenFree —
  12. 12
    M
    Masttromasttro.com

    Portfolio software for multi-asset and alternative investments, with performance reports and allocation analysis.

    5.3 APIOpenFree —
  13. 13
    S
    ShareScopesharescope.co.uk

    Multi-asset investment research and stock screening for web and desktop, from £36/month.

    4.8 APIOpenFree From £393/yr
  14. 14
    OA
    Orion Advisor Technologyorion.com

    Advisor software with a client portal, financial planning, proposals, compliance workflows and document storage.

    4.3 APIOpenFree —

Places #1, #2, #3, #4, #5 on this board are open to sponsors. Take #1 · Other ways to advertise

How to choose

Can it sync with my brokerage account?

Check broker account sync before choosing a tool. It can affect how much account information you need to enter or update yourself.

Which investments and accounts does it cover?

Compare asset coverage with the investments you want to track. Check the portfolio limit too, especially if you need to manage multiple holdings or portfolios.

Does it track tax lots and report performance?

Look for performance reporting and tax lot tracking if you need those details. These are separate comparison points, so confirm that a tool addresses the specific task you have in mind.

Can I use it on my phone or computer?

Check the listed platforms against the devices you use. Android, iOS, web, Windows, macOS and API access are comparison options on this board.

Does it have a free plan, and what does it cost?

Compare the free-plan mark with the paid starting price. A free trial is different from an ongoing free plan, so check which option a tool offers.

Questions

What should I compare in stock portfolio management software?

Compare broker account sync, asset coverage, portfolio limits, performance reporting, tax lot tracking, mobile app access and pricing.

Is there free stock portfolio management software?

The board marks whether a tool has a free plan. Check that separately from a free trial, which may be temporary.

Which platforms do stock portfolio management tools support?

The board compares Android, iOS, web, Windows, macOS and API availability. Check the platform marks for the tools you are considering.

Can portfolio management software sync with my broker?

Broker account sync is a comparison point on this board. Check the individual tool's listing to see whether it supports the account connections you need.

Do these tools track tax lots and investment performance?

Tax lot tracking and performance reporting are comparison points. Check a tool's listing for the specific features you need.

Some top positions on this board can be paid placements, standing where they were sold. The facts on each platform are not for sale. How we rank · Disclosure