6 Best Portfolio Management Software Tools for 2025 – Track, Analyze and Grow

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many options designed to empower informed decision-making. 

From comprehensive platforms that integrate all aspects of your financial life to specialized tools focusing on in-depth analytics or hands-off automation, this guide will give you an overview of the strengths and weaknesses of portfolio management software.

How We Chose the Best Portfolio Management Software

We evaluated the portfolio management software based on cost and pricing transparency, platform usability and the range of available account types. Educational tools, investor resources and the quality of customer service were also considered.

Quick Look at the Best Swing Trading Apps

• Sharesight – Best for Self-Directed Investors
• Ziggma – Best for Budget-Conscious Investors
• Quicken Premier – Best for Comprehensive Portfolio Management
• Wealthfront – Best for Automated Investing
• Koyfin – Best for Advanced Analytics

5 Best Portfolio Management Software

Sharesight – Best for Self-Directed Investors

Sharesight’s user-friendly portfolio tracking platform is designed for self-directed investors who manage their own investments across multiple brokers and international markets. It provides comprehensive performance analysis, dividend tracking and tax reporting capabilities, offering insights that go beyond basic brokerage statements.

Key Features: 

• Fees: Sharesight’s subscription model has various tiers depending on the number of holdings and features required. A free version is available for one portfolio with 10 holdings. While there are no brokerage commissions, users will incur trading fees charged by their brokers. There are no account minimums to use Sharesight. 

• Investment Access: Sharesight is not a brokerage and does not provide direct investment execution. Instead, it allows users to connect and track investments across a range of brokers and asset classes globally, including stocks, exchange-traded funds (ETFs), mutual funds and some cryptocurrencies. 

• Platform Experience: Sharesight’s intuitive web-based platform is accessible on desktop and mobile browsers. It doesn’t have a dedicated mobile app, but the web interface is mobile-responsive and functional on various devices. 

• Tools/Education Highlights: Sharesight’s reporting and analytical tools include automated dividend tracking, currency adjustments for international investments, performance benchmarking against various indices and comprehensive tax reporting. It also provides helpful guides and support documentation.

• Drawbacks: Sharesight requires users to manually input or connect their brokerage accounts. It does not offer direct trading capabilities or personalized financial advice. 

Who It’s Best For: Self-directed investors who actively manage their portfolios across multiple brokers, invest in international markets and want in-depth performance analysis and tax reporting beyond what their brokers provide. 

Ziggma – Best for Budget-Conscious Investors

Ziggma’s portfolio tracking platform provides insights and an algorithm-based scoring system even in its free tier. It’s a good option for budget-conscious investors who want more than basic portfolio monitoring.

Key Features: 

• Fees: Ziggma offers both free and paid subscription tiers. The free plan provides core portfolio tracking and its proprietary Ziggma Scores. Paid tiers, which you can try for free, have more advanced features and a higher number of linked portfolios. There are no brokerage commissions because Ziggma is a tracking and analysis platform, not a brokerage. There are no account minimums required.

• Investment Access: Ziggma allows users to connect and track investments in various brokerage accounts. It supports a range of asset classes, including stocks, ETFs and mutual funds across major global markets. It does not offer direct trading.

• Platform Experience: Ziggma’s intuitive interface is accessible through both desktop and mobile web browsers. It is easy to use for both new and experienced investors. 

• Tools/Education Highlights: Ziggma’s Ziggma Scores provide an algorithmic assessment of individual stocks based on various fundamental and technical factors. The platform also offers portfolio analytics, performance tracking and basic charting tools in the free plan. Paid tiers unlock more in-depth analysis and data.

• Drawbacks: Ziggma does not offer direct trading execution. The depth of analysis and the number of portfolios that can be tracked are limited in the free tier.

Who It’s Best For: Budget-conscious, self-directed investors who want a user-friendly platform to track their portfolio performance and gain algorithmic insights on their holdings without incurring brokerage fees or high subscription costs.

Quicken Premier – Best for Comprehensive Portfolio Management

Quicken Premier’s finance software integrates investment management with budgeting, bill payment and tax preparation assistance. It provides a holistic view of the user’s financial life and offers tools for analyzing investment performance across various account types.

Key Features: 

• Fees: Quicken Premier has a $5.99 per month subscription fee that’s billed annually. No account minimums are required.

• Investment Access: Quicken Premier allows users to connect and track investments held in brokerage, retirement and bank accounts. It supports a range of asset classes, including stocks, bonds, mutual funds and ETFs. It also tracks cryptocurrency holdings. It does not offer direct trading.

• Platform Experience: Quicken Premier offers a desktop application for financial management as well as a mobile app that provides access to key portfolio information and transaction tracking.

• Tools/Education Highlights: Quicken Premier provides tools for investment performance analysis, including portfolio allocation, historical performance tracking, capital gains calculations and tax-related reporting. Its integration with other Quicken features allows users to see their investment performance in the context of their overall financial health, including budgeting and cash flow. 

• Drawbacks: Some users may find the mobile app less comprehensive than standalone investment tracking platforms. The annual subscription fee may be a consideration for users who want basic portfolio tracking. 

Who It’s Best For: Investors who want an integrated personal finance solution that offers comprehensive investment portfolio tracking, budgeting, bill management and tax planning features.

Wealthfront – Best for Automated Investing

Wealthfront is a robo-adviser platform that provides automated investment management through sophisticated algorithms and a focus on tax efficiency. It manages diversified portfolios of low-cost ETFs tailored to the user’s risk profile and financial goals.

Key Features: 

• Fees: Wealthfront charges a 0.25% annual advisory fee for the assets under management. There are no commissions on trades. Account minimums may apply depending on the account type or features used. 

• Investment Access: Wealthfront invests client funds in a diversified portfolio of low-cost ETFs across various asset classes, including U.S. and international stocks, bonds, real estate and natural resources. It also offers access to individual stocks for clients who want more control. 

• Platform Experience: Wealthfront’s user-friendly platform is accessible through mobile apps and a web-based interface. It focuses on providing insights into portfolio performance and goal tracking.

• Tools/Education Highlights: Wealthfront provides automated rebalancing, tax-loss harvesting and goal-based planning tools. It offers educational resources and insights on investing through its blog and platform. Its Path financial planning tool helps users project their financial future based on their goals.   

• Drawbacks: Wealthfront offers less customization compared to managing a portfolio directly. While it offers some stock investing, the selection is limited and direct control over asset allocation in the core ETF portfolios is not available.

Who It’s Best For: People who want a hands-off, low-cost and tax-efficient way to invest and manage their money, particularly those who are comfortable with an automated approach and value goal-based planning. 

Koyfin – Best for Advanced Analytics

Koyfin’s investment analytics platform provides users with access to institutional-quality data, advanced charting tools and in-depth portfolio analysis. It equips investors and financial professionals with the tools to conduct research and manage portfolios with a high degree of analytical insight.

Key Features: 

• Fees: Koyfin’s subscription model has different tiers offering increasing levels of data access, features and a number of portfolios that can be tracked. It offers a free beginner package and no account minimums are required. 

• Investment Access: Koyfin allows users to connect and analyze investments across brokerage accounts. It provides data and analytics on a range of asset classes, including global equities, fixed income, ETFs, mutual funds and macro data. It does not offer direct trading.

• Platform Experience: Koyfin’s web-based platform is accessible on desktop browsers. It does not have a dedicated mobile app, but the web interface is designed to be responsive. The platform may have a steeper learning curve for novice investors because of the depth of analytical tools available. 

• Tools/Education Highlights: Koyfin offers advanced charting tools, customizable dashboards and risk and quantitative analysis features. Users can access detailed financial data, analyst ratings, news sentiment and build sophisticated models. While it’s primarily an analytics platform, the wealth of data and tools can empower informed investment decisions.

• Drawbacks: Koyfin does not offer direct trading. The subscription costs can be higher than other basic portfolio tracking software. The volume of data and features may be overwhelming for beginners. 

Who It’s Best For: Sophisticated investors, financial advisers and other investment professionals who want in-depth financial data, advanced analytical tools and customizable reporting to conduct thorough research and manage complex investment portfolios.

Choosing the Right Portfolio Management Software

Choosing the right portfolio management software can have a significant impact on how effectively you build and monitor your investments. Whether you’re managing a mix of brokerage accounts, optimizing for taxes or simply trying to track performance across asset classes, the right tool should make complex portfolio management more accessible, not harder.

Sharesight is ideal for self-directed investors managing accounts across multiple brokers or geographies. Its dividend tracking, tax reports and benchmarking capabilities go beyond what most broker platforms offer.

Ziggma provides valuable algorithmic insights at a low cost, making it a great entry point for budget-conscious investors who still want to assess risk, performance and diversification without a steep learning curve or high subscription fees.

Quicken Premier serves investors who want to integrate their investments with their full financial life. Its budgeting and tax tools allow users to see how investing fits into cash flow, savings goals and financial obligations – a holistic approach that many platforms lack.

Wealthfront is best suited for those who prefer automation and efficiency. It automatically builds and manages a diversified ETF portfolio based on your goals and risk profile, making it an excellent solution for those who want long-term growth with minimal active involvement.

Koyfin is built for investors who value depth over simplicity. If you actively research markets, model outcomes or advise clients, Koyfin’s customizable dashboards and institutional-grade analytics can give you an edge in monitoring and managing sophisticated portfolios.

Ultimately, your choice of portfolio management software should align with how you invest, how hands-on you want to be and the level of insight or automation you need. Look for software that makes your process easier, not more complicated – and make sure it evolves with you as your portfolio grows.

Frequently Asked Questions