Top 10 Best Investment Portfolio Software of 2026

Empower (formerly Personal Capital) is a comprehensive personal finance platform specializing in investment portfolio tracking and analysis. Users link their brokerage, retirement, and bank accounts to view real-time net worth, asset allocation, performance metrics, and hidden fees across all holdings. It provides free tools like the Investment Checkup for portfolio optimization and a Retirement Fee Analyzer, with optional paid advisory services for hands-off management.

Stock Rover is a comprehensive investment research and portfolio management platform tailored for serious investors, offering robust tools for stock screening, portfolio tracking, and performance analysis. It integrates brokerage accounts for real-time synchronization, provides advanced charting with 600+ metrics, and enables backtesting of investment strategies. The platform excels in portfolio optimization through features like correlation analysis and the Portfolio X-Ray tool, making it ideal for data-driven decision-making.

Morningstar Portfolio Manager is a web-based tool from Morningstar.com that enables users to build, track, and analyze investment portfolios with access to the firm's renowned research data. It offers detailed performance tracking, asset allocation breakdowns, risk assessments, and comparisons to benchmarks. Key features include the Portfolio X-Ray tool for uncovering hidden overlaps and true exposures, along with star ratings for thousands of funds and stocks.

Koyfin is a web-based investment research and portfolio management platform offering advanced charting, real-time financial data, and customizable dashboards for tracking investments. It enables users to monitor portfolio performance, asset allocations, dividends, and historical returns across equities, ETFs, bonds, and macro indicators. Designed for serious investors, it combines professional-grade analytics with an intuitive interface, serving as a cost-effective alternative to expensive terminals like Bloomberg.

YCharts is a robust financial research and analytics platform offering comprehensive data on stocks, ETFs, mutual funds, and economic indicators. It enables users to create interactive charts, run stock screeners, track portfolio performance with attribution analysis, and generate customizable reports. Primarily designed for investment professionals, it excels in data visualization and Excel integration for portfolio management and research.

thinkorswim, offered by Charles Schwab (formerly TD Ameritrade), is a robust desktop trading platform that doubles as a comprehensive investment portfolio management tool. It enables users to track portfolio performance, asset allocation, risk metrics, and historical returns with real-time data. Advanced charting, scanning, and analysis tools allow for deep dives into holdings, while seamless integration with Schwab brokerage supports direct trading and strategy testing via paper trading.

TradingView is a versatile charting platform with integrated portfolio tracking tools, allowing users to monitor positions, performance metrics, and asset allocations across stocks, forex, crypto, and more. It combines real-time market data, advanced technical analysis, and a social community for sharing ideas directly within the portfolio interface. While not a dedicated portfolio manager, it excels for active traders needing visual analysis alongside position tracking.

Portfolio Visualizer is a powerful web-based tool designed for advanced portfolio analysis, offering backtesting, Monte Carlo simulations, asset allocation optimization, and factor analysis using historical market data. It allows users to simulate various investment strategies across a wide range of assets including stocks, ETFs, mutual funds, and futures. The platform excels in quantitative modeling without requiring software installation, making it ideal for data-driven investors seeking to evaluate hypothetical portfolios.

Quicken is a comprehensive personal finance software with robust investment portfolio management capabilities, allowing users to track stocks, bonds, mutual funds, and other assets in real-time. It provides detailed performance analysis, customizable reports, and tax-related insights for portfolios. While it integrates well with banking and brokerage accounts, it emphasizes desktop-based control over cloud-native features.

SigFig is a robo-advisor platform offering free portfolio analysis tools that score your investments, identify risks, and suggest optimizations across linked brokerage accounts. It provides automated portfolio management with features like rebalancing, tax-loss harvesting, and low-cost ETF-based portfolios. Ideal for hands-off investors, it combines user-friendly tracking with professional-grade insights without requiring active management.