Free Investment Portfolio Management Software

Best Top 10 List with Online/Web Based Reviews
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8 apps

Plaid   

6
Platform that enables apps to connect with bank accounts
Free
Test: free for up to 100 live items. Launch: pay as you go Scale: starting at $200/month. Contact Plaid for full prici… Read more about Plaidng information.
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Platform that enables apps to connect with bank accounts
Free
Test: free for up to 100 live items. Launch: pay as you go Scale: starting at $200/month. Contact Plaid for full prici… Read more about Plaidng information.
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Ledgy  

15
Equity management software for HR, employees and investors
Free
Ledgy offers custom pricing based on your needs. Book a demo and a free trial. Details include: Startup – Free Pre… Read more about Ledgymium – €2/stakeholder/month Enterprise – Custom pricing on request
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Equity management software for HR, employees and investors
Free
Ledgy offers custom pricing based on your needs. Book a demo and a free trial. Details include: Startup – Free Pre… Read more about Ledgymium – €2/stakeholder/month Enterprise – Custom pricing on request
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Stessa  

45
Income & expense tracking platform for property investors
Free
Individual Investors: Free (no credit card required) Professional Investors: $1,000/month. Read more about Stessa
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Income & expense tracking platform for property investors
Free
Individual Investors: Free (no credit card required) Professional Investors: $1,000/month. Read more about Stessa
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Covercy  

7
International bank transfer platform for SMBs
Free
Covercy offers low spreads and basic fees per transfer. Transaction fees for sending money with Covercy. Australian Dol… Read more about Covercylar (AUD): $ 6.00 Canadian Dollar (CAD):$ 6.00 Czech Koruna (CZK): Kč 129.00 Danish Krone (DKK): kr 35.00 Euro (EUR): € 9.00 Hong Kong Dollar (HKD): $ 40.00 Hungarian Forint (HUF): Ft 1,420.00 Israeli New Shekel (ILS): ₪ 39.00 Japanese Yen (JPY): ¥ 616.00 New Zealand Dollar (NZD): $ 7.00 Norwegian Krone (NOK): kr 39.00 Polish Zloty (PLN): zł 19.00 Romanian New Leu (RON): lei 21.00 Singaporean Dollar (SGD): $ 7.00 South African Rand (ZAR): R 61.00 Swedish Krona (SEK): kr 44.00 Swiss Franc (CHF): Fr 5.00 Turkish Lira (TRY): TL 14.00 United Kingdom Pound Sterling (GBP): £ 5.00 United States Dollar (USD): $ 15.00
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International bank transfer platform for SMBs
Free
Covercy offers low spreads and basic fees per transfer. Transaction fees for sending money with Covercy. Australian Dol… Read more about Covercylar (AUD): $ 6.00 Canadian Dollar (CAD):$ 6.00 Czech Koruna (CZK): Kč 129.00 Danish Krone (DKK): kr 35.00 Euro (EUR): € 9.00 Hong Kong Dollar (HKD): $ 40.00 Hungarian Forint (HUF): Ft 1,420.00 Israeli New Shekel (ILS): ₪ 39.00 Japanese Yen (JPY): ¥ 616.00 New Zealand Dollar (NZD): $ 7.00 Norwegian Krone (NOK): kr 39.00 Polish Zloty (PLN): zł 19.00 Romanian New Leu (RON): lei 21.00 Singaporean Dollar (SGD): $ 7.00 South African Rand (ZAR): R 61.00 Swedish Krona (SEK): kr 44.00 Swiss Franc (CHF): Fr 5.00 Turkish Lira (TRY): TL 14.00 United Kingdom Pound Sterling (GBP): £ 5.00 United States Dollar (USD): $ 15.00
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Macroaxis  

4
Wealth management and optimization platform
Free
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EquityEffect  

6
Cloud-based equity management solution
Free
Private companies with less than 50 equity holders can get started for free. $1/equity holder/month for private companie… Read more about EquityEffects with more than 50 equity holders. Contact TruEquity for pricing details for investors and law firms.
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Cloud-based equity management solution
Free
Private companies with less than 50 equity holders can get started for free. $1/equity holder/month for private companie… Read more about EquityEffects with more than 50 equity holders. Contact TruEquity for pricing details for investors and law firms.
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TeamWox  

1
Online groupware and collaboration software
Free
Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. On-premises version: TeamWox i… Read more about TeamWoxs free for up to 10 users, up to 25 users - 3 400 USD, up to 50 users - 6 700 USD, unlimited - 10 000 USD. SaaS version: Request a free two-month version of TeamWox. At the end of the trial period, you will be able to extend your subscription. The cost is $15 per user per month.
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Online groupware and collaboration software
Free
Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. On-premises version: TeamWox i… Read more about TeamWoxs free for up to 10 users, up to 25 users - 3 400 USD, up to 50 users - 6 700 USD, unlimited - 10 000 USD. SaaS version: Request a free two-month version of TeamWox. At the end of the trial period, you will be able to extend your subscription. The cost is $15 per user per month.
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H&R Block At Home  

3
Professional tax preparation software
Free
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