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Free Stock Portfolio Management Software
Last updated: March 2026
No filters available
15 software options
Sponsored
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Please contact Sharesight for pricing details.
Read more about Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Website & app traffic data analysis
Advanced and Enterprise plans. Free Demo: Available Contact SimilarWeb for more information or to setup a live demonstration.
Read more about Similarweb
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Solutions for On-line businesses
Free if installed "On premise". From 9 euros / month with a Saas provider
Read more about Dolibarr
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock market analysis tools for portfolio management
Basic plan (free): stock analysis email alerts, real-time news updates, investing newsletters, unlimited access to stock prices & charts, Wall Street ratings, limited access to news & analysis. Premium plan ($29.99/month or $19.99/year): all basic features + access to premium content, Seeking Alpha author ratings & performance, stock quant ratings, stock dividend grades. Pro plan ($299.99/month or $199.99/year): all premium features + top ideas, PRO content & newsletters, short ideas portal, idea screener/filter, VIP service.
Read more about Seeking Alpha
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-based investment insights and financial analysis tool
Please contact Toggle for pricing details.
Read more about TOGGLE
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based equity and investment management platform
START (up 10 stakeholdings) - £9/month; GROW (11-25 stakeholdings) - £39/month; SCALE (26-50 stakeholdings) -£79/month; £2/mo per additional holding ENTERPRISE (Unlimited stakeholdings) - Tailored pricing Fundraising Management - 1%, capped at 15K
Read more about Quoroom
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Next-generation multi-asset trading platform
Please contact Unity Trade Solutions for pricing details.
Read more about Unity
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock portfolio management for active investors
The product is available for free.
Read more about Active Trader Pro
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simple and secure commission-free stock trading application
TrackEdge offers three pricing tiers designed to fit different levels of trading activity and feature needs. All plans are available on monthly or annual billing, with annual plans offering the equivalent of 2 months free. Free Plan, $0 - Forever: The free plan is genuinely useful and requires no credit card to start. Designed for traders who want to try the product properly before committing to a paid plan. • 20 trades per month • 5 portfolio holdings • 5 watchlist tickers • Basic budget planning with income and expense tracking • End-of-day market prices across 70+ global exchanges • Full dashboard analytics • No credit card required Pro Plan, $15/month | $12.5/month billed annually ($150/year): Best for active traders who log trades regularly and want full analytics. Includes everything in Free plus: • Unlimited trades, holdings, and budget items • CSV import and export with automatic column mapping • Trade tags and strategy performance analytics • Calendar heatmap showing P&L by day • Budget goals and recurring items • Year overview and month-over-month trends • Performance reports with email delivery • Chart screenshot attachments on trades • 30-minute delayed live prices Trader Plan, $24/month | $20/month billed annually ($240/year): Best for serious retail investors who need tax reporting and real-time market data. Includes everything in Pro plus: • Real-time prices updated every 5 minutes • Capital gains tax report - PDF and CSV export • Price alerts with email notifications (up to 25 active alerts) • Portfolio history benchmarked against SPY (S&P 500) • Savings goals with visual progress tracking • Advanced risk metrics - profit factor, expectancy, max drawdown • Custom 50/30/20 budget rule analysis • Savings rate chart - 12-month trend Key Notes for Prospective Buyers: • Annual billing is the recommended option - saves the equivalent of 2 months per year • All plans include multi-currency support across 14 currencies (USD, EUR, GBP, JPY, BRL, CAD, AUD, CHF, CNY, INR, KRW, SGD, HKD, MXN) • Subscriptions can be cancelled anytime from account settings - no penalties, no questions asked • Data export is available on all plans - your data is always yours • Plan upgrades take effect immediately • Free plan has no time limit - stays free forever • Your trading data is never sold or shared with third parties TrackEdge.org
Read more about TrackEdge
Subscription starts from $500 per user per month. Contact ETNA for more information.
Read more about ETNA Financial Advisor Software
TrackEdge offers three pricing tiers designed to fit different levels of trading activity and feature needs. All plans are available on monthly or annual billing, with annual plans offering the equivalent of 2 months free. Free Plan, $0 - Forever: The free plan is genuinely useful and requires no credit card to start. Designed for traders who want to try the product properly before committing to a paid plan. • 20 trades per month • 5 portfolio holdings • 5 watchlist tickers • Basic budget planning with income and expense tracking • End-of-day market prices across 70+ global exchanges • Full dashboard analytics • No credit card required Pro Plan, $15/month | $12.5/month billed annually ($150/year): Best for active traders who log trades regularly and want full analytics. Includes everything in Free plus: • Unlimited trades, holdings, and budget items • CSV import and export with automatic column mapping • Trade tags and strategy performance analytics • Calendar heatmap showing P&L by day • Budget goals and recurring items • Year overview and month-over-month trends • Performance reports with email delivery • Chart screenshot attachments on trades • 30-minute delayed live prices Trader Plan, $24/month | $20/month billed annually ($240/year): Best for serious retail investors who need tax reporting and real-time market data. Includes everything in Pro plus: • Real-time prices updated every 5 minutes • Capital gains tax report - PDF and CSV export • Price alerts with email notifications (up to 25 active alerts) • Portfolio history benchmarked against SPY (S&P 500) • Savings goals with visual progress tracking • Advanced risk metrics - profit factor, expectancy, max drawdown • Custom 50/30/20 budget rule analysis • Savings rate chart - 12-month trend Key Notes for Prospective Buyers: • Annual billing is the recommended option - saves the equivalent of 2 months per year • All plans include multi-currency support across 14 currencies (USD, EUR, GBP, JPY, BRL, CAD, AUD, CHF, CNY, INR, KRW, SGD, HKD, MXN) • Subscriptions can be cancelled anytime from account settings - no penalties, no questions asked • Data export is available on all plans - your data is always yours • Plan upgrades take effect immediately • Free plan has no time limit - stays free forever • Your trading data is never sold or shared with third parties TrackEdge.org
Read more about TrackEdge