VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Monday, January 5, 2026
Best Free Portfolio Tools for Investors
Every product on this page includes a genuinely free tier, so you can plug trusted portfolio software into your workflow without swiping a card.
We filtered our full directory to focus on the 63 free portfolio platforms investors lean on today. Community voting keeps the rankings honest, while editorial picks highlight standout experiences for research, screening, and execution. Use this shortlist to compare pricing limits, supported platforms, and capabilities before graduating to paid upgrades.
More ways to explore
Want the full picture? The main category page covers 86 total portfolio tools, and the broader Find My Moat directory spans more than 282 investing platforms.
| # | Tool | Snapshot | Actions |
|---|---|---|---|
| 1 | Pricing: FreePlatforms: Web | ||
| 2 | Pricing: Free • From $39/moPlatforms: Web, API | ||
| 3 | Pricing: Free • From $499/yrPlatforms: Web, Mobile, Desktop, API | ||
| 4 | Pricing: Free • From $39/moPlatforms: Web, Mobile | ||
| 5 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 6 | Pricing: FreePlatforms: Web, Mobile | ||
| 7 | Pricing: Free • From $79/yrPlatforms: Web, Mobile, Desktop | ||
| 8 | Pricing: Free • From $7.99/moPlatforms: Web, Mobile | ||
| 9 | Pricing: Free • From $56.49/moPlatforms: Web, Mobile, Desktop | ||
| 10 | Pricing: FreePlatforms: Web | ||
| 11 | Pricing: Free • From $14/moPlatforms: Web, API | ||
| 12 | Pricing: Free • From $299.5/yrPlatforms: Web, API | ||
| 13 | Pricing: FreePlatforms: Web | ||
| 14 | Pricing: Free • From $25/moPlatforms: Web, API, Desktop | ||
| 15 | Pricing: FreePlatforms: Web, Mobile | ||
| 16 | Pricing: FreePlatforms: Web, Mobile | ||
| 17 | Pricing: Free • Paid plans availablePlatforms: Web, API | ||
| 18 | Pricing: Free • From $9.99/moPlatforms: Web, API, Mobile | ||
| 19 | Pricing: Free • From $240/yrPlatforms: Web, Mobile | ||
| 20 | Pricing: Free • From $72/yrPlatforms: Web | ||
| 21 | Pricing: Free • Paid plans availablePlatforms: Desktop, Web | ||
| 22 | Pricing: Free • From $24.95/moPlatforms: Web | ||
| 23 | Pricing: Free • From $130/yrPlatforms: Web, API | ||
| 24 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile, API | ||
| 25 | Pricing: Free • Paid plans availablePlatforms: Web | ||
| 26 | Pricing: FreePlatforms: Mobile, Web | ||
| 27 | Pricing: Free • Paid plans availablePlatforms: Web, API | ||
| 28 | Pricing: FreePlatforms: Web | ||
| 29 | Pricing: Free • Paid plans availablePlatforms: Web, API | ||
| 30 | Pricing: Free • Paid plans availablePlatforms: Web | ||
| 31 | Pricing: Free • Paid plans availablePlatforms: Web | ||
| 32 | Pricing: FreePlatforms: Web, Mobile | ||
| 33 | Pricing: FreePlatforms: Web, API | ||
| 34 | Pricing: FreePlatforms: Web, API | ||
| 35 | Pricing: FreePlatforms: Web, Mobile | ||
| 36 | Pricing: FreePlatforms: Web, Mobile | ||
| 37 | Pricing: FreePlatforms: Web, Mobile, API | ||
| 38 | Pricing: Free • Paid plans availablePlatforms: Web | ||
| 39 | Pricing: FreePlatforms: Web, Mobile | ||
| 40 | Pricing: FreePlatforms: Web | ||
| 41 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 42 | Pricing: FreePlatforms: Web, Mobile | ||
| 43 | Pricing: FreePlatforms: Web, API | ||
| 44 | Pricing: Free • From $7.99/moPlatforms: Web, API | ||
| 45 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 46 | Pricing: FreePlatforms: Web, Mobile | ||
| 47 | Pricing: FreePlatforms: Web, Mobile, API | ||
| 48 | Pricing: Free • From $79.99/yrPlatforms: Web, Mobile | ||
| 49 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 50 | Pricing: FreePlatforms: Web | ||
| 51 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 52 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 53 | Pricing: Free • From $5/moPlatforms: Web, Mobile, API | ||
| 54 | Pricing: FreePlatforms: Web, Mobile | ||
| 55 | Pricing: FreePlatforms: Web | ||
| 56 | Pricing: Free • From $5000/yrPlatforms: Web, API | ||
| 57 | Pricing: FreePlatforms: Web | ||
| 58 | Pricing: Free • Paid plans availablePlatforms: Web | ||
| 59 | Pricing: FreePlatforms: Web, Mobile | ||
| 60 | Pricing: Free • Paid plans availablePlatforms: Web, Mobile | ||
| 61 | Pricing: FreePlatforms: Web, Mobile | ||
| 62 | Pricing: Free • From $6.99/moPlatforms: Web | ||
| 63 | Pricing: FreePlatforms: Mobile, Web |
Ready for the full lineup? Compare all 86 portfolio tools, including premium upgrades and advanced tiers.
View full Portfolio listingsInformation
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.