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Best Claritus Alternatives: 10 Compared, With Free Options (2026)

Explore 10 alternatives to Claritus, vetted by our editors with real user reviews, pricing, and feature comparisons.

10 top free Claritus alternatives, compared

Quick answer

The Claritus alternatives worth knowing first are Ziggma, Shootih and Croesus Advisor. Ziggma leads the list with a 4.86★ rating from real users. Compare all 10 on rating and pricing below.

If Claritus isn't the right fit on price, features, or ease of use, these 10 investment portfolio management software free alternatives are the strongest options. We rank them by SpotScore, which blends real-user satisfaction with market presence, then by star ratings and pricing model. Every tool here is vetted by our editors. Scan the table first, then read the full breakdown below.

ProductSpotScoreRatingPricingBest for
ZiggmaMaximize your portfolio's diversity and returns.—★★★★★ 4.86(11)Quotation Basedteams of all sizes
ShootihStreamline your investments with Shootih.—★★★★★ 5(1)Quotation Basedteams of all sizes
Croesus AdvisorEfficiently manage portfolios, achieve risk-adjusted returns.—★★★☆☆ 3.33(3)Quotation Basedteams of all sizes
SharesightMonitor, manage, and maximize your stock portfolio.—★★★★★ 4.6(460)Freefrom $12/moteams of all sizes
AcornsGrow your wealth, one purchase at a time.—★★★★☆ 3.79(217)from $1/moteams of all sizes
Morningstar OfficeMaster your portfolio with ease.—★★★★☆ 4.07(14)Quotation Basedteams of all sizes
Morningstar DirectStreamline your investments with Morningstar Direct.—★★★★☆ 4(12)Quotation Basedteams of all sizes
RiskalyzeInvest with confidence using data-driven risk analysis.—★★★★☆ 4.17(56)from $250/moteams of all sizes
ExirioMaximize your wealth with smart, hassle-free tracking.—★★★★★ 5(1)FreeFreemiumsmall & mid-size businesses
ZapflowStreamline your investments with Zapflow.—★★★★★ 4.5(4)from $99/moteams of all sizes
Ziggma - Investment Portfolio Management Software

Ziggma

Maximize your portfolio's diversity and returns.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

4.9

11 verified reviews

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What is Ziggma?

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...

Read more about Ziggma

Ziggma offers custom pricing plan

Shootih - Investment Portfolio Management Software

Shootih

Streamline your investments with Shootih.

Best for: SMB teams · Mid-market · Enterprise

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5.0

1 verified reviews

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What is Shootih?

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

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Shootih offers custom pricing plan

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Croesus Advisor - Investment Portfolio Management Software

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

3.3

3 verified reviews

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What is Croesus Advisor?

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a wealth of features to assist users in managing their personal or company's portfolio, such as: real-time ...

Read more about Croesus Advisor

Croesus Advisor offers custom pricing plan

Sharesight - Investment Portfolio Management Software

Sharesight

Monitor, manage, and maximize your stock portfolio.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

4.6

460 verified reviews

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What is Sharesight?

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

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Acorns - Investment Portfolio Management Software

Acorns

Grow your wealth, one purchase at a time.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

3.8

217 verified reviews

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What is Acorns?

Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...

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Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Master your portfolio with ease.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

4.1

14 verified reviews

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What is Morningstar Office?

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

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Morningstar Office offers custom pricing plan

Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct

Streamline your investments with Morningstar Direct.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

4.0

12 verified reviews

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What is Morningstar Direct?

Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...

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Morningstar Direct offers custom pricing plan

Riskalyze - New SaaS Software

Riskalyze

Invest with confidence using data-driven risk analysis.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

4.2

56 verified reviews

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What is Riskalyze?

Riskalyze makes in-depth risk analysis on client portfolios easier than ever. Its comprehensive risk assessment services provide accurate risk assessment results and help clients gain control of their portfolio. Riskalyze's unique Risk Number® technology performs detailed risk analysis allowing ...

Read more about Riskalyze
Exirio - New SaaS Software

Exirio

Maximize your wealth with smart, hassle-free tracking.

Best for: SMB teams · Mid-market

Try for Free

5.0

1 verified reviews

Add to compare

What is Exirio?

Organize and keep track of your wealth quickly with Exirio software. This powerful platform gathers necessary information - including foreign exchange rates and automated price updates - to help you make the most out of your investments.Monitor your bank accounts, current market forecasts and ...

Read more about Exirio
Zapflow - New SaaS Software

Zapflow

Streamline your investments with Zapflow.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

4.5

4 verified reviews

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What is Zapflow?

Zapflow is a cloud-based productivity tool specifically crafted for ambitious professional investors who are looking to streamline their deal flow and portfolio management process. With Zapflow,VCs and investors can manage their entire deal runway and portfolios with tremendous ease and ...

Read more about Zapflow

Claritus competitors, compared

Across Investment Portfolio Management Software, 10 products compete directly with Claritus. The strongest overlap is with Ziggma, Shootih and Croesus Advisor. Each is compared against Claritus on rating, pricing and feature coverage below.

What else works like Claritus?

Searches for "sites like Claritus" and "apps like Claritus" land on the same set of options as "Claritus alternatives" — the 10 options below cover both, whether you want a like-for-like replacement or something lighter.

Why these tools are worth your time

ZiggmaBest for teams of all sizes

Diverse investment analysis tools

Watch for: Limited educational resources

ShootihBest for teams of all sizes

One-click investment tracking

Watch for: Limited investment options

Croesus AdvisorBest for teams of all sizes

Comprehensive portfolio management

Watch for: Complex for beginners

SharesightBest for teams of all sizes

Provides clear performance tracking of investments, saving time and effort.

Watch for: Platform can be inaccessible and unreliable at times, with no external support available.

AcornsBest for teams of all sizes

Automatic investment round-ups

Watch for: Limited investment control

Morningstar OfficeBest for teams of all sizes

User-friendly interface

Watch for: Limited customization options

Morningstar DirectBest for teams of all sizes

Comprehensive investment management

Watch for: Higher cost for advanced features

RiskalyzeBest for teams of all sizes

Distills complex portfolio risk into a single Risk Number clients easily understand.

Watch for: Pricing is increasingly expensive for some advisory firms.

ExirioBest for small & mid-size businesses

Wealth tracking

Watch for: Limited to investment tracking

ZapflowBest for teams of all sizes

Streamlines deal flow

Watch for: Limited to investment sector

Why teams look for a Claritus alternative

What sends teams searching for a Claritus alternative usually boils down to these:

  • Limited feature set
  • May require training
  • Subscription costs may vary
  • Not suitable for beginners

What to weigh when comparing Claritus alternatives

A look at the 10 investment portfolio management software free alternatives by the figures: 2 offer a free tier; paid plans run $1–$250, with Acorns the cheapest entry point; and Shootih is the highest rated at 5★ across 1 reviews.

How the list is built.

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

The top-rated alternatives to Claritus are Shootih (5.0★), Exirio (5.0★), Ziggma (4.9★). Compare all 10 alternatives side-by-side above.

When evaluating alternatives to Claritus, prioritize: Portfolio Management, Secure Data Storage, Investment Monitoring, transparent pricing, free trial availability, and integrations with your existing tools. Use the filters above to compare by feature, budget, and team size.

Migration difficulty depends on how deeply Claritus is integrated into your workflows. Most alternatives offer data export/import tools and dedicated onboarding support. We recommend narrowing to 2–3 options, running a free trial, and checking each vendor's migration guides before committing.

Which Claritus alternative is right for you?

  • On a budget / just exploring: start with a free tier — Sharesight and Exirio let you evaluate without paying upfront.
  • If real-user ratings matter most: Shootih has the strongest star rating (5★) among the options with verified reviews.

Replacing Claritus: how to switch

Migrating from Claritus works best in stages. Export your data, confirm the new tool accepts it, and check that your essential workflows hold up. Try a short pilot before rolling out, and leave Claritus running until you're confident. Most picks above offer free testing.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].