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Ripsaw - Investment Portfolio Management Software

Top 10 Ripsaw Alternatives 2026

Maximize your wealth with Ripsaw.

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Trusted by 2M+ software buyers annually.

Main Features

  • Dashboard
  • Financial Management
  • Investment Monitoring
  • Portfolio Management

Pricing

  • Starts from $18.99/Month when Billed Yearly

  • Free Trial available

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Ripsaw is a Investment Portfolio Management Software platform. 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 10 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.

Ripsaw vs Top Alternatives at a Glance

Side-by-side comparison of pricing, user rating, and free trial availability to help you decide faster.

ToolBest ForPricingRatingFree Option
Ripsaw CurrentInvestment Portfolio Management Software$18.99No reviews✓ Yes
Personal CapitalInvestment Portfolio Management SoftwareCustom pricing4.3 ★✗ No
SharesightInvestment Portfolio Management Software$124.6 ★✓ Yes
MProfitInvestment Portfolio Management SoftwareFree plan available4.2 ★✓ Yes
Morningstar OfficeInvestment Portfolio Management SoftwareCustom pricing4.1 ★✗ No
Advent Portfolio ExchangeInvestment Portfolio Management SoftwareCustom pricing3.2 ★✗ No

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List of the Top Ripsaw alternatives as of October 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.

Personal Capital - Investment Portfolio Management Software

Personal Capital — 4.25★

Streamline your investments and reach financial goals.

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4.3

(4)

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✦ Editor’s Pick

What is Personal Capital?

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...

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What reviewers like about Personal Capital

  • Free to use
  • Comprehensive investment tracking
  • User-friendly interface

Where Personal Capital falls short

  • Limited advanced features
  • Data privacy concerns
  • Basic investment analysis

Common Features

  • Portfolio Management

  • Investment Monitoring

  • Financial Management

Unique Features

  • Online Banking Integration

  • Alerts

Pricing

Personal Capital offers custom pricing plan

Sharesight - Investment Portfolio Management Software

Sharesight — from $12 · 4.6★

Monitor, manage, and maximize your stock portfolio.

Try for Free

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Free plan available

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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What reviewers like about Sharesight

  • Provides clear performance tracking of investments, saving time and effort.
  • User-friendly interface, suitable for both beginners and experienced users.
  • Helpful for tax reporting and CGT calculations, contributing to portfolio management.

Where Sharesight falls short

  • Platform can be inaccessible and unreliable at times, with no external support available.
  • High pricing, perceived as overpriced for the service provided.
  • Limited by the 1000 trade limit, impacting semi-day traders.

Common Features

  • Portfolio Management

  • Investment Monitoring

  • Dashboard

Unique Features

  • Performance Analysis

  • Reports

  • Multi-Currency

Pricing

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

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MProfit - Investment Portfolio Management Software

MProfit — 4.17★

Effortless portfolio management at your fingertips.

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4.2

(3)

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Free plan available

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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What reviewers like about MProfit

  • Advanced reporting capabilities
  • Flexible data sourcing
  • Visual investment analysis

Where MProfit falls short

  • Complex setup process
  • Can be overwhelming for beginners
  • Limited mobile functionality

Common Features

  • Portfolio Management

  • Investment Monitoring

  • Risk Management

Unique Features

  • Reports

  • Import-Export Option

  • Performance Analysis

Pricing

MProfit offers custom pricing plan

Morningstar Office - Investment Portfolio Management Software

Morningstar Office — 4.07★

Master your portfolio with ease.

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4.1

(14)

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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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What reviewers like about Morningstar Office

  • User-friendly interface
  • Advanced portfolio controls
  • Strong reporting features

Where Morningstar Office falls short

  • Limited customization options
  • Higher cost than competitors
  • Steeper learning curve

Common Features

  • Portfolio Management

  • Investment Monitoring

  • Dashboard

Unique Features

  • Performance Analysis

  • Reports

  • Client Portal

Pricing

Morningstar Office offers custom pricing plan

Advent Portfolio Exchange - Investment Portfolio Management Software

Advent Portfolio Exchange — 3.17★

Optimize your portfolio management with seamless automation.

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3.2

(3)

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What is Advent Portfolio Exchange?

Advent Portfolio Exchange, an effective portfolio management software solution for enabling best-in-class investment performance. Advent portfolio exchange delivers superior automation for accounts/portfolios across broker dealers, asset managers, custodians and other investment service ...

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What reviewers like about Advent Portfolio Exchange

  • Best-in-class automation
  • Comprehensive portfolio management
  • Improves accounting efficiencies

Where Advent Portfolio Exchange falls short

  • Complex user interface
  • High cost for small firms
  • Requires extensive training

Common Features

  • Portfolio Management

  • Financial Management

Unique Features

  • Accounting Management

Pricing

Advent Portfolio Exchange offers custom pricing plan

Allvue - Investment Portfolio Management Software

Allvue — 5★

Unleashing the power of alternative assets.

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5.0

(3)

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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 ...

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What reviewers like about Allvue

  • Supports alternative investments
  • Data optimization
  • User-friendly interface

Where Allvue falls short

  • Complex for new users
  • Limited support for traditional investments
  • Higher cost for small firms

Common Features

  • Portfolio Management

  • Financial Management

Unique Features

  • Investor Management

  • Accounting Management

Pricing

Allvue offers custom pricing plan

Seeking Alpha - Investment Portfolio Management Software

Seeking Alpha — from $119 · 4.11★

Stay ahead of the market with Seeking Alpha.

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4.1

(67)

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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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What reviewers like about Seeking Alpha

  • Intuitive and easy-to-use portal for managing stock portfolios.
  • Stock Screeners provided at no extra cost for sifting through investment options.
  • Nicely designed portal with current news, analysis, and investment tracking features.

Where Seeking Alpha falls short

  • Lack of notification regarding rate changes, leading to unexpected charges.
  • Issues with Health Score rating accuracy.
  • Challenges in getting refunds and canceling subscriptions.

Common Features

  • Portfolio Management

  • Investment Monitoring

Unique Features

  • Market Analysis

  • Alerts

Pricing

Free Trial available

Starts from $119/Year

Assetmax - Investment Portfolio Management Software

Assetmax — 5★

Streamline your wealth with Assetmax.

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5.0

(1)

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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 ...

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What reviewers like about Assetmax

  • Comprehensive wealth management
  • Multi-custody support
  • Real-time integration

Where Assetmax falls short

  • Complex for small firms
  • May require training
  • Limited to financial institutions

Common Features

  • Portfolio Management

  • Investment Monitoring

Unique Features

  • Reporting

  • Seamless Integration

  • Performance Analysis

Pricing

Assetmax offers custom pricing plan

Addepar - Investment Portfolio Management Software

Addepar — 4.13★

Maximize Everything, Simplify Analysis.

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4.1

(4)

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What is Addepar?

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...

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What reviewers like about Addepar

  • Advanced analytics tools
  • User-friendly interface
  • Supports team collaboration

Where Addepar falls short

  • Can be expensive for small firms
  • Requires training for full utilization
  • Limited third-party integrations

Common Features

  • Portfolio Management

  • Investment Monitoring

Unique Features

  • Performance Analysis

  • Reporting

  • Self Service Portal

Pricing

Addepar offers custom pricing plan

Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct — 4★

Streamline your investments with Morningstar Direct.

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4.0

(12)

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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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What reviewers like about Morningstar Direct

  • Comprehensive investment management
  • Model-based services
  • Tax optimization features

Where Morningstar Direct falls short

  • Higher cost for advanced features
  • Complex for casual investors
  • Limited mobile functionality

Common Features

  • Portfolio Management

  • Investment Monitoring

Unique Features

  • Performance Analysis

  • Data Analysis

  • Reports

+ 1 more

Pricing

Morningstar Direct offers custom pricing plan

How Ripsaw competitors stack up

There are 10 direct Ripsaw competitors in Investment Portfolio Management Software. The ones that come up most often are Personal Capital, Sharesight and MProfit. Each is compared against Ripsaw on rating, pricing and feature coverage below.

Sites and apps like Ripsaw

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

Why these Ripsaw alternatives made the cut

Personal CapitalBest for teams of all sizes

Free to use

Watch for: Limited advanced features

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.

MProfitBest for teams of all sizes

Advanced reporting capabilities

Watch for: Complex setup process

Morningstar OfficeBest for teams of all sizes

User-friendly interface

Watch for: Limited customization options

Advent Portfolio ExchangeBest for teams of all sizes

Best-in-class automation

Watch for: Complex user interface

AllvueBest for teams of all sizes

Supports alternative investments

Watch for: Complex for new users

Seeking AlphaBest for teams of all sizes

Intuitive and easy-to-use portal for managing stock portfolios.

Watch for: Lack of notification regarding rate changes, leading to unexpected charges.

AssetmaxBest for teams of all sizes

Comprehensive wealth management

Watch for: Complex for small firms

AddeparBest for teams of all sizes

Advanced analytics tools

Watch for: Can be expensive for small firms

Morningstar DirectBest for teams of all sizes

Comprehensive investment management

Watch for: Higher cost for advanced features

The things that matter when replacing Ripsaw

By the numbers, these 10 investment portfolio management software alternatives shake out as follows: 3 offer a free tier; and Allvue is the highest rated at 5★ across 3 reviews.

How the order works.

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