Best CircleBlack Portfolio Reporting Alternatives in 2026
Updated
20 platforms from portfolio management software ranked against CircleBlack Portfolio Reporting on the same published basis.
- 1CircleBlack Portfolio Reporting vs BlackRock Aladdin
- 2CircleBlack Portfolio Reporting vs Temenos Wealth Front Office
- 3CircleBlack Portfolio Reporting vs CGI Wealth360 Portfolio Management
- 4CircleBlack Portfolio Reporting vs SS&C Advent Geneva
- 5CircleBlack Portfolio Reporting vs Sharesight
- 6CircleBlack Portfolio Reporting vs Addepar
- 7CircleBlack Portfolio Reporting vs WealthSpectrum
- 8CircleBlack Portfolio Reporting vs QPLIX
- 9CircleBlack Portfolio Reporting vs FundCount
- 10CircleBlack Portfolio Reporting vs Landytech Sesame One
- 11CircleBlack Portfolio Reporting vs Xplan
- 12CircleBlack Portfolio Reporting vs Orion Portfolio Accounting
- 13CircleBlack Portfolio Reporting vs Charles River IMS
- 14CircleBlack Portfolio Reporting vs Clearwater Analytics
- 15CircleBlack Portfolio Reporting vs Corporater Investment Portfolio Management
- 16CircleBlack Portfolio Reporting vs Juniper Square
- 17CircleBlack Portfolio Reporting vs FinFolio
- 18CircleBlack Portfolio Reporting vs CoinTracking
- 19CircleBlack Portfolio Reporting vs Linedata Global Hedge
- 20CircleBlack Portfolio Reporting vs Fundwave
CircleBlack Portfolio Reporting alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | BlackRock Aladdin | 8.4 | No | — | API, Web |
| 2 | Temenos Wealth Front Office | 8.3 | No | — | API, self-hosted, Web |
| 3 | CGI Wealth360 Portfolio Management | 8.2 | No | — | Android, API, iOS, Web |
| 4 | SS&C Advent Geneva | 8.2 | No | — | API, self-hosted, Web |
| 5 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 6 | Addepar | 8.1 | No | — | Android, API, iOS, Web |
| 7 | WealthSpectrum | 8.0 | No | — | Android, API, iOS, self-hosted, Web |
| 8 | QPLIX | 8.0 | No | — | Android, API, iOS, Mac, self-hosted, Web, Windows |
| 9 | FundCount | 7.9 | No | $1204.17/mo | API, Linux, Mac, self-hosted, Web, Windows |
| 10 | Landytech Sesame One | 7.8 | No | — | Android, API, iOS, Web |
| 11 | Xplan | 7.8 | No | — | Android, API, iOS, Web |
| 12 | Orion Portfolio Accounting | 7.7 | No | $1083.33/mo | Android, API, iOS, Web |
| 13 | Charles River IMS | 7.7 | No | — | API, Web |
| 14 | Clearwater Analytics | 7.7 | No | — | API, Web |
| 15 | Corporater Investment Portfolio Management | 7.6 | No | — | API, self-hosted, Web |
| 16 | Juniper Square | 7.5 | No | — | Android, API, iOS, Web |
| 17 | FinFolio | 7.4 | No | — | Android, API, iOS, self-hosted, Web |
| 18 | CoinTracking | 7.2 | Free plan | $4.08/mo | Android, API, iOS, Web |
| 19 | Linedata Global Hedge | 7.1 | No | — | API, self-hosted, Windows |
| 20 | Fundwave | 7.0 | No | $800/mo | Android, API, iOS, Web |
The sponsored alternative slot on this page is labelled Sponsored.
Questions about CircleBlack Portfolio Reporting alternatives
What is the best alternative to CircleBlack Portfolio Reporting?
BlackRock Aladdin, number 1 in portfolio management software with a score of 8.4 out of 10. The others here: Temenos Wealth Front Office, CGI Wealth360 Portfolio Management, SS&C Advent Geneva and 16 more.
What is the best free alternative to CircleBlack Portfolio Reporting?
Sharesight is the best-ranked alternative with a free plan. 2 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives 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.