VOL. XCIV, NO. 247
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Editor order · Top 3 free tools
Best Free Investment Management Software for Portfolios
Our editor-ranked free investment management software for portfolio workflows. Global vote totals are shown separately.
This curated list highlights free investment management software and durable free tiers for advisor-style portfolio workflows. Compare client reporting, model portfolios, portfolio accounting, analytics, exports, multi-entity tracking, and investment portfolio management software features before paying for enterprise plans.
Editor-ranked · Free tiers only · Global votes shown
Top 3 Tools
- 1Top pick
Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.
Best forInvestment research workspaceStock screeningChartingPortfolio analyticsMarket monitoringWatch-outsNo public APISome downloads are vendor-restricted - 2
Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.
Best forPortfolio trackingPortfolio analyticsDividend analysisAdvisor client reportingPortfolio alertsWatch-outsFree plan is capped at 10 holdingsAdvanced reports require paid tiers - 3
Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.
Best forQuant researchFactor screeningStrategy backtestingPortfolio trackingFinancial data APIWatch-outsAdvanced research is paidTrial terms differ by entry point
Need advisor-grade workflows?
Explore the full list of 10 investment management software products, including premium investment portfolio management software for advisors, RIAs, family offices, client reporting, model portfolios, billing, and accounting.
See all investment management softwareBest Free Investment Management Software for Portfolios 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 investment portfolio 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.
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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.