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Best Investment Portfolio Management Software For Free

Top picks for Investment Portfolio Management Software available for Free

Monitor, manage, and maximize your stock portfolio.

4.4

Very Good

Free trial not available

Freemium

Starts from $12/Month

Effortless portfolio management at your fingertips.

4.2

Very Good

Free trial not available

Freemium

MProfit offers custom pricing plan

Maximize returns, minimize risk with precision.

No ratings available

Free Trial available

Freemium

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List of the Best Investment Portfolio Management Software For Free as of June 2026

Sharesight - Investment Portfolio Management Software

Sharesight

Monitor, manage, and maximize your stock portfolio.

Best for: SMB teams · Mid-market · Enterprise

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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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Starts from $12/Month, also offers free forever plan

MProfit - Investment Portfolio Management Software

MProfit

Effortless portfolio management at your fingertips.

Best for: SMB teams · Mid-market · Enterprise

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What is MProfit?

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

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MProfit offers custom pricing plan

Pro Stock Tracker

Pro Stock Tracker

Maximize returns, minimize risk with precision.

Best for: SMB teams · Mid-market · Enterprise

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What is Pro Stock Tracker?

Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...

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Composer

Composer

Master automated trading with the power of AI.

Best for: SMB teams · Mid-market · Enterprise

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What is Composer?

Meet Composer - the revolutionary tool that is changing the game in automated trading and investment. Say hello to a platform that simplifies the process of building, testing, and executing trading algorithms with the power of AI at your fingertips. No more tangled lines of code or endless ...

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Starts from $24.00/month when Billed Yearly, also offers free forever plan

ETF Insider

ETF Insider

Unlock hidden opportunities and optimize your portfolio effortlessly.

Best for: SMB teams · Mid-market · Enterprise

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What is ETF Insider?

Discover the power of precision asset allocation with ETF Insider, a cutting-edge platform redefining portfolio analytics and optimization. Unlike traditional solutions that merely scratch the surface, ETF Insider delves deep into the intricate holdings of ETFs and mutual funds, empowering ...

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ETF Insider offers custom pricing plan

Ripsaw - Investment Portfolio Management Software

Ripsaw

Maximize your wealth with Ripsaw.

Best for: SMB teams · Mid-market

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What is Ripsaw?

Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large corporations to small companies. It simplifies the management and monitoring process of your assets and revenues by consolidating them into an online, ...

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Starts from $18.99/Month when Billed Yearly

Kubera - Investment Portfolio Management Software

Kubera

Grow your wealth with peace of mind.

Best for: SMB teams · Mid-market · Enterprise

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What is Kubera?

Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. ...

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Starts from $12/Month, also offers free forever plan

Stratosphere.io - Investment Portfolio Management Software

Stratosphere.io

Streamline your stock research and stay ahead.

Best for: SMB teams · Mid-market · Enterprise

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What is Stratosphere.io?

Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...

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Starts from $19.99/Month when Billed Yearly, also offers free forever plan

Seeking Alpha - Investment Portfolio Management Software

Seeking Alpha

Stay ahead of the market with Seeking Alpha.

Best for: SMB teams · Mid-market · Enterprise

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What is Seeking Alpha?

Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. Along with subscriptions providing a variety of investing styles and tailored options, we offer access to breaking market news, analysis and newsletters ...

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Starts from $119/Year

Riskturn - Investment Portfolio Management Software

Riskturn

Unleash your business potential with Riskturn's risk management.

Best for: SMB teams · Mid-market · Enterprise

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What is Riskturn?

Riskturn is an innovative web-based application that offers portfolio planning, enterprise risk management and structured finance services in a simplified way by leveraging Monte Carlo Simulation. Enjoy secure and improved business output without having to alter an existing approach. Unlock the ...

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Starts from $79.16/Month when Billed Yearly

Snowball Analytics - Investment Portfolio Management Software

Snowball Analytics

Empowering your portfolio, one click at a time.

Best for: SMB teams · Mid-market · Enterprise

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What is Snowball Analytics?

Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...

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Free TrialTry Free →·

Starts from $8.33/Month when Billed Yearly, also offers free forever plan

Global Predictions - Investment Portfolio Management Software

Global Predictions

Stay ahead of the market with smart investments.

Best for: SMB teams · Mid-market · Enterprise

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What is Global Predictions?

Global Predictions provides the ultimate portfolio building experience to take charge of your investments in the modern economy. Our intuitive and user-friendly platform allows you to import various assets such as 401k, cryptocurrency, and real estate with ease. Equip your portfolio with the ...

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Starts from $400/Month, also offers free forever plan

Portseido - Investment Portfolio Management Software

Portseido

Simplify, track, and analyze investments effortlessly.

Best for: SMB teams · Mid-market · Enterprise

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What is Portseido?

Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users can conveniently access all their investments in a single place, eliminating the complexity of managing ...

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Starts from $8/Month when Billed Yearly, also offers free forever plan

Investipal - Investment Portfolio Management Software

Investipal

Streamline your investments with Investipal.

Best for: SMB teams · Mid-market · Enterprise

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What is Investipal?

Investipal simplifies the process of investing in the stock market. For first-timers, there is no need to be intimidated - with research, creating a custom portfolio that matches individual goals and reflects unique personalities is well within reach. Research different types of investments, ...

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Investipal offers custom pricing plan

NotionInvest - Investment Portfolio Management Software

NotionInvest

Effortlessly track, manage, and conquer investments.

Best for: SMB teams · Mid-market · Enterprise

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What is NotionInvest?

With NotionInvest, users can effortlessly keep track of the latest asset prices with regular updates to the database found in their workspace. Its flexible functionality allows the user to add a relation to the database fast, making it easier to stay on top of investments. Experienced or novice ...

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Portfoliopilot - Investment Portfolio Management Software

Portfoliopilot

Navigate the market with confidence.

Best for: SMB teams · Mid-market · Enterprise

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What is Portfoliopilot?

Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

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Pluto

Pluto

Experience seamless virtual events like never before.

Best for: SMB teams · Mid-market · Enterprise

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What is Pluto?

Pluto is an innovative event management software that will help coordinate and execute virtual events with ease. It offers features like personalisation of a virtual world, spatial audio, chat, access to dedicated portals, customisable mic and camera settings, arrow keys and sound radius ...

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Claritus - Investment Portfolio Management Software

Claritus

Clarity for your investments. Rest easy with Claritus.

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What is Claritus?

. Claritus, a revolutionary SaaS product, has a mission to remove the haze surrounding investments for users. In today's constantly shifting market, investors struggle to have a clear view of their assets. Claritus bridges this gap by integrating past data and current portfolio information, ...

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Pitchago - Investment Portfolio Management Software

Pitchago

Empowering startups for successful growth.

Best for: SMB teams · Mid-market · Enterprise

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What is Pitchago?

Pitchago is a powerful business evaluation tool that streamlines the process of assessing a start-up's potential for growth and investment. Developed by a team of entrepreneurship enthusiasts, it offers a structured approach for early-stage companies to self-assess their readiness for external ...

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Bavest - Investment Portfolio Management Software

Bavest

Revolutionize your investments with Bavest's advanced analysis.

Best for: SMB teams · Mid-market · Enterprise

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What is Bavest?

Introducing Bavest - the future of investment analysis. Our innovative platform gives private investors access to institutional-quality tools that were previously only available to professionals. With an ever-increasing amount of data being generated, understanding and extracting insights from ...

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Free Trial·

Bavest offers custom pricing plan

Frequently Asked Questions About Investment Portfolio Management Software

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

The most important Investment Portfolio Management Software features to evaluate are Self Service Portal, Alerts, Social Media Integration, Alert Notifications, Customizable Branding, Surveys. Most buyers prioritize ease of use, reporting, and integration capabilities. Look for tools that cover your core workflow before comparing advanced features.

Investment Portfolio Management Software pricing varies widely — from free plans to enterprise contracts. 15 products on Spotsaas offer a free plan or trial:

The top rated Investment Portfolio Management Software based on verified user reviews and SpotScore are Assetmax, Ziggma, KoreConX. These tools score highest on ease of use, feature depth, and customer support — updated monthly from real buyer feedback.

Start by listing your must-have features — commonly Self Service Portal, Alerts, Social Media Integration, Alert Notifications, Customizable Branding, Surveys. Then filter by team size, budget, and integrations you already use. Compare at least 3 options using free trials before committing. Spotsaas lets you compare side-by-side in minutes.

Yes — 15 Investment Portfolio Management Software on Spotsaas offer a free plan or trial. Free plans cover core features for small teams; paid upgrades unlock advanced reporting and integrations.

The best Investment Portfolio Management Software for small businesses are affordable, quick to set up, and scale without complexity. Look for per-user pricing, no long-term contracts, and strong onboarding support.

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

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

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