Charles River IMS vs Freehold
| Charles River IMS | Freehold | |
|---|---|---|
| Free plan | No | Yes |
| Free trial | No | Yes |
| Paid from | — | $29/mo |
| Open source | No | No |
| Platforms | api, Web | api, Web |
| Asset class coverage | multi_asset_alternatives | single_asset |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | — |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes | — |
| Free plan | — | Yes |
Both are listed in Best Portfolio Management Software. On Inferse, Charles River IMS scores higher on our published basis.