Top 10 Best Share Portfolio Management Software of 2026

Sharesight is a powerful portfolio tracking and management platform designed for investors to monitor stocks, ETFs, funds, and other assets across multiple brokers, currencies, and exchanges worldwide. It automates trade imports, dividend tracking, performance calculations using metrics like IRR and TWR, and generates detailed reports including tax summaries for capital gains and income. Ideal for both individual investors and financial advisors, it simplifies portfolio oversight with real-time data and customizable dashboards.

Stock Rover is a robust stock research and portfolio management platform tailored for serious investors, offering advanced screening, charting, backtesting, and comprehensive portfolio tracking. It excels in providing detailed performance analytics, risk assessment, correlation analysis, and customizable dashboards to optimize share portfolios. With broker integrations and real-time data, it enables users to monitor holdings, simulate strategies, and uncover investment opportunities efficiently.

Morningstar Investor is a robust investment research platform with portfolio management tools designed for tracking and analyzing share portfolios. Users can manually enter or import holdings to monitor performance, asset allocation, sector exposure, and risk via the acclaimed Portfolio X-Ray tool. It provides Morningstar's proprietary star ratings, analyst reports, and extensive data on stocks, ETFs, and funds to support informed decision-making.

Empower (formerly Personal Capital) is a comprehensive personal finance platform that aggregates financial accounts to track net worth, investments, and retirement goals. For share portfolio management, it offers robust tools like performance tracking, asset allocation analysis, diversification scoring, and fee optimization across stocks, ETFs, and mutual funds. It provides free access to these features with optional paid advisory services for automated management.

Koyfin is a web-based financial platform offering advanced charting, real-time market data, and portfolio tracking tools for stocks, ETFs, bonds, and other assets. It enables users to build customizable dashboards, monitor portfolio performance with metrics like returns, volatility, and allocation, and conduct research with screeners and financial statements. Ideal for self-directed investors, it combines data visualization with basic portfolio management in a user-friendly interface.

YCharts is a comprehensive financial research and analytics platform that provides advanced charting, stock screening, and portfolio tracking tools for equities, ETFs, mutual funds, and economic data. It enables users to monitor portfolio performance, asset allocation, sector exposure, and benchmark comparisons in real-time. Ideal for investors requiring deep market insights alongside basic portfolio management capabilities.

Portfolio Visualizer is a web-based platform specializing in portfolio backtesting, asset allocation optimization, and risk analysis for shares and other assets. Users can simulate historical performance, run Monte Carlo projections, and perform factor regressions by manually inputting holdings or selecting from extensive asset databases. It provides detailed visualizations of metrics like Sharpe ratio, drawdowns, and correlations, making it ideal for strategy testing rather than daily management.

Quicken Premier is a comprehensive personal finance software that includes robust tools for managing share portfolios, tracking stocks, ETFs, mutual funds, and bonds with real-time quotes and performance metrics. It offers customizable portfolio views, transaction imports from thousands of institutions, and detailed reports for gains, losses, and tax implications. While not exclusively a portfolio tool, it integrates investment tracking seamlessly with budgeting and bill management for holistic financial oversight.

TradingView is a web-based charting and analysis platform that includes portfolio tracking tools for managing share portfolios, allowing users to log holdings, monitor real-time P&L, performance metrics, and dividend tracking. It excels in visual data representation through interactive charts and integrates social features for sharing ideas. While powerful for technical analysis, its portfolio management is more suited for active monitoring rather than comprehensive long-term planning.

Yahoo Finance is a free web-based platform providing comprehensive financial data, news, and portfolio tracking tools for stocks, ETFs, and other securities. Users can create customizable portfolios to monitor holdings, performance metrics like total return and dividends, interactive charts, and real-time quotes. It serves as an accessible hub for market research with analyst ratings, historical data, and screening tools, though it's more informational than a full-fledged management suite.