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Free Trial Stock Portfolio Management Software (2026)
Last updated: March 2026
No filters available
20 software options
Sponsored
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
No Credit Card Required
Please contact Sharesight for pricing details.
Read more about Sharesight
PORTAX
Windows-based portfolio management and planning software
No Credit Card Required
Pricing starts at $89 per month per user
Read more about PORTAX
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Website & app traffic data analysis
No Credit Card Required
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
The fastest way to get more done in Microsoft 365
No Credit Card Required
Read more about Macabacus
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
Portfolio stress testing software for advisory firms
HiddenLevers is offered across four pricing plans, outlined below. A 30-day free trial is available. Basic: $300/month or $3,600/year Pro: $600/month or $7,200/year Elite: $1,200/month or $14,400/year Prime: Starts at $2,400/month or $28,800/year Please contact HiddenLevers directly for further pricing details.
Read more about HiddenLevers
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial markets add-in for Excel
No Credit Card Required
Non-Professional Monthly Subscription: $15/month Non-Professional Annual Subscription: $165/year Professional Monthly Subscription: $25/month Professional Annual Subscription: $245/year
Read more about Excel Price Feed
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
Investing has never been easier.
Credit Card Required
Read more about Tykr
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Next-generation multi-asset trading platform
No Credit Card Required
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
A Front-to-NAV Solution that Empowers Your Team
No Credit Card Required
Read more about Limina IMS
No Credit Card Required
Monthly Plan for Stock Brokers
Read more about ATrad
No Credit Card Required
Subscription starts from $500 per user per month. Contact ETNA for more information.
Read more about ETNA Financial Advisor Software
No Credit Card Required
Free version available. Premium version of $20/month allows keeping track of more holdings and portfolios.
Read more about Beanvest
