Top 9 Personal Capital Alternatives 2026
Streamline your investments and reach financial goals.
Main Features
- Alerts
- Financial Management
- Investment Monitoring
- Online Banking Integration
Pricing
Personal Capital offers custom pricing plan
Personal Capital is a Investment Portfolio Management Software platform with a user rating of 4.3★ based on 4 reviews. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 9 vetted Investment Portfolio Management Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
Personal Capital vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you shortlist faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Personal Capital Current | Investment Portfolio Management Software | Custom pricing | 4.3 ★ | ✗ No |
 MProfit | Investment Portfolio Management Software | Free plan available | 4.2 ★ | ✓ Yes |
 Shootih | Investment Portfolio Management Software | Custom pricing | 5.0 ★ | ✗ No |
 Portfoliopilot | Investment Portfolio Management Software | Free plan available | No reviews | ✓ Yes |
 Kubera | Investment Portfolio Management Software | $12 | No reviews | ✓ Yes |
 Exirio | Investment Portfolio Management Software | Free plan available | 5.0 ★ | ✓ Yes |
Showing 1-9 out of 9
List of the Top Personal Capital alternatives as of August 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
MProfit
Effortless portfolio management at your fingertips.
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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 ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Reports
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Import-Export Option
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Risk Management
+ 1 more
Pricing
MProfit offers custom pricing plan
Shootih
Streamline your investments with Shootih.
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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 - ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Online Banking Integration
Unique Features
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Dashboard
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Real-time View
Pricing
Shootih offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
Portfoliopilot
Navigate the market with confidence.
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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 ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Market Analysis
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Data Analysis
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Monitoring
Kubera
Grow your wealth with peace of mind.
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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. ...
Read moreCommon Features
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Portfolio Management
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Online Banking Integration
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Investment Monitoring
Unique Features
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Document Storage
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Asset Tracking
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Secure Data Storage
Pricing
Starts from $12/Month, also offers free forever plan
Exirio
Maximize your wealth with smart, hassle-free tracking.
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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 moreCommon Features
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Financial Management
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Investment Monitoring
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Online Banking Integration
Unique Features
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Multi-device Support
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Dashboard
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Online Transaction Protection
Assetmax
Streamline your wealth with Assetmax.
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What is Assetmax?
Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Reporting
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Seamless Integration
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Performance Analysis
Pricing
Assetmax offers custom pricing plan
CommonSubDoc
Revolutionize your onboarding process and maximize efficiency.
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What is CommonSubDoc?
CommonSubDoc is an investor onboarding platform for fund administrators and managers that handles the full subscription document lifecycle across asset classes, from market entry to deal closing. It provides real-time reporting to monitor investments from origination to closure, reduce errors, ...
Read moreCommon Features
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Investment Monitoring
Unique Features
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Onboarding
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Investor Management
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Reporting
+ 1 more
Pricing
CommonSubDoc offers custom pricing plan
Allvue
Unleashing the power of alternative assets.
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What is Allvue?
Allvue is an industry-leading software solution that is designed to support and assist alternative investment fund managers, investors, and administrators. Our innovative, adjustable platform eliminates common data and information barriers, allowing for better decision making and process ...
Read moreCommon Features
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Portfolio Management
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Financial Management
Unique Features
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Investor Management
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Accounting Management
Pricing
Allvue offers custom pricing plan
Ziggma
Maximize your portfolio's diversity and returns.
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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 moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Market Analysis
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Performance Analysis
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Dashboard
Pricing
Ziggma offers custom pricing plan
Which Personal Capital Alternative Is Right for You?
- If you need a free or low-cost option: MProfit — offers a free plan or trial suitable for small teams.
- If user satisfaction is your top priority: Shootih — holds the highest user rating (5.0★) among Personal Capital alternatives.
- If you want a mid-range option: Exirio — sits in the middle of the list by rating and may fit teams with mixed requirements.
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 Personal Capital for Investment Portfolio Management Software are Shootih (5.0★), Exirio (5.0★), Assetmax (5.0★). Compare all 9 alternatives side-by-side above.
When evaluating alternatives to Personal Capital, prioritize: Portfolio Management, Investment Monitoring, Financial Management, Online Banking Integration, Alerts, transparent pricing, free trial availability, and integrations with tools you already use. Use the filters above to compare by feature, budget, and team size.
For small businesses, the best Investment Portfolio Management Software tools are Intellectia.AI, CeoBuySell.com, Pro Stock Tracker. Look for affordable per-seat pricing, quick setup (under 1 day), no long-term contracts, and strong onboarding support to reduce time-to-value.
Migration difficulty depends on how deeply Personal Capital is integrated into your workflows. Most alternatives offer data export/import tools and dedicated onboarding support. We recommend shortlisting 2–3 options, running a free trial, and checking each vendor's migration guides before committing.
Personal Capital has a rating of 4.3. 6 alternatives — including Shootih and Exirio — rate higher. The right choice depends on your workflow, team size, and budget.
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.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].