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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

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Effortless portfolio management at your fingertips.

4.2

Very Good

Free trial not available

Freemium

MProfit offers custom pricing plan

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Transform Your Finances with Aikido.

4.0

Very Good

Free Trial available

Freemium

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List of the Best Investment Portfolio Management Software For Free as of February 2025

Sharesight - Investment Portfolio Management Software

Sharesight

Monitor, manage, and maximize your stock portfolio.

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Product Description

. 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.

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4.2

(3)

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Product Description

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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Pricing

MProfit offers custom pricing plan

Aikido Finance - Investment Portfolio Management Software

Aikido Finance

Transform Your Finances with Aikido.

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4.0

(2)

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Product Description

Aikido Finance is a revolutionary new way to build your investment portfolio in a matter of minutes. This SaaS Aggregator company aims to democratize Wall Street by providing evidence-based solutions that have been tried and tested over the last 20 years. With Aikido Finance, you can easily ...

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Free Trial available

Marketlog logo

Marketlog

Effortless monitoring for smarter investments.

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Product Description

Marketlog tracks your investments in one place, tracks dividends, and splits and monitors investments effortlessly.

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Free Trial available

Pro Stock Tracker

Pro Stock Tracker

Maximize returns, minimize risk with precision.

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Product Description

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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Free Trial available

Composer

Composer

Master automated trading with the power of AI.

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Product Description

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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Pricing

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

Rundit

Rundit

Maximize your investments with Rundit.

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Product Description

Introducing Rundit, the premier global platform redefining portfolio management and investor reporting. Experience a cutting-edge software solution tailored for Venture Capitals, Investment Companies, and Family Offices, providing a comprehensive suite of tools to enhance decision-making ...

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ETF Insider

ETF Insider

Unlock hidden opportunities and optimize your portfolio effortlessly.

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Product Description

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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Pricing

ETF Insider offers custom pricing plan

Ripsaw - Investment Portfolio Management Software

Ripsaw

Maximize your wealth with Ripsaw.

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Product Description

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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Pricing

Free Trial available, Try Now

Starts from $18.99/Month when Billed Yearly

Kubera - Investment Portfolio Management Software

Kubera

Grow your wealth with peace of mind.

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Product Description

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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Pricing

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

Stratosphere.io - Investment Portfolio Management Software

Stratosphere.io

Streamline your stock research and stay ahead.

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Product Description

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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Pricing

Free Trial available, Try Now

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.

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Product Description

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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Pricing

Free Trial available

Starts from $119/Year

Riskturn - Investment Portfolio Management Software

Riskturn

Unleash your business potential with Riskturn's risk management.

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Product Description

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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Pricing

Free Trial available, Try Now

Starts from $79.16/Month when Billed Yearly

Snowball Analytics - Investment Portfolio Management Software

Snowball Analytics

Empowering your portfolio, one click at a time.

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Product Description

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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Pricing

Free Trial available, Try Now

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

TikrBuddy - Investment Portfolio Management Software

TikrBuddy

Invest smarter with data-driven insights.

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Product Description

TikrBuddy is the perfect choice for retail investors! Build BY retail investors, this software equips you with data pointed insights directly from S&P Global and offers access to analyst estimates such as revenue, earnings per share and more. No more second guessing, gain confidence in you ...

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Pricing

Free Trial available, Try Now

TikrBuddy offers custom pricing plan

Global Predictions - Investment Portfolio Management Software

Global Predictions

Stay ahead of the market with smart investments.

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Product Description

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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Pricing

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

Portseido - Investment Portfolio Management Software

Portseido

Simplify, track, and analyze investments effortlessly.

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Product Description

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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Pricing

Free Trial available, Try Now

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

Investipal - Investment Portfolio Management Software

Investipal

Streamline your investments with Investipal.

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Product Description

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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Pricing

Investipal offers custom pricing plan

NotionInvest - Investment Portfolio Management Software

NotionInvest

Effortlessly track, manage, and conquer investments.

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Product Description

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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Pricing

Free Trial available, Try Now

Portfoliopilot - Investment Portfolio Management Software

Portfoliopilot

Navigate the market with confidence.

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Product Description

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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Frequently Asked Questions (FAQs)

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

These Are the key features of Investment Portfolio Management Software

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Yes. Here are some Investment Portfolio Management Software available with the mobile app

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Researched by Rajat Gupta