★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Wednesday, June 24, 2026
Best Free Investment Management Software
Community-ranked free investment management software for wealth teams ordered by net upvotes with starred picks breaking close calls.
Explore more tools
Want more options? The full Best Investment Management Software list includes 10 tools across all pricing tiers.
Top 3 picks
3 picks- 1
Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.
List votesPricing: Free • From $39/moPlatforms: Web, Mobile - 2
Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.
List votesPricing: Free • From $25/moPlatforms: Web, API, Desktop - 3
Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. It is built for keeping investment records and reports across brokers and asset types, not for placing trades, running intraday trading dashboards, or replacing a tax professional in complex filings.
List votesPricing: Free • Paid plans availablePlatforms: Web, Mobile, API
Need advisor-grade workflows?
Explore the full list of 10 investment management software products, including premium platforms for advisors, RIAs, family offices, client reporting, model portfolios, billing, and accounting.
See all investment management softwareBest Free Investment Management Software FAQ
What belongs on this investment management software page?
This page is for advisor, RIA, family-office, and wealth-team software used for client reporting, portfolio accounting, model portfolios, householding, billing, analytics, and multi-entity management.
How is this different from investment portfolio trackers?
Investment portfolio trackers are usually personal or retail tools for monitoring accounts and assets. Investment management software is built for professional workflows, client reporting, portfolio accounting, model portfolios, and team operations.
Are retail portfolio apps included?
Only when they can support advisor-style reporting, analytics, exports, or multi-entity workflows. Personal trackers without professional investment management features belong on portfolio tracker pages.
Information
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
- Website: 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!
Starred 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.