10 Best Portfolio Management Software

Managing investments effectively is no longer just about picking the right stocks or funds—it’s also about having the tools to track, analyze and adjust your portfolio with precision. Portfolio management software has become an essential resource for investors of all levels, offering a centralized way to monitor performance, assess risk and stay aligned with financial goals. In this guide, we’ll explore the 10 best portfolio management software options available today, so you can find the platform that fits your investing style and helps you make smarter, data-driven decisions.

If you’re looking for more hands-on portfolio management, consider working with a financial advisor who can help you create a financial plan to reach your financial goals.

What Is Portfolio Management Software?

Portfolio management software is a digital tool designed to help individuals and businesses track, manage and optimize their investment portfolios. It consolidates information from various accounts, such as stocks, bonds, mutual funds and alternative investments, into one central platform. By doing so, it allows users to monitor performance, assess risk and make informed financial decisions with greater efficiency and clarity.

One of the main advantages of portfolio management software is its ability to provide a unified, real-time snapshot of your entire financial picture. Instead of logging into multiple platforms or manually compiling data, users can see asset allocations, gains or losses and performance metrics all in one place. This holistic view helps investors identify trends, spot imbalances and ensure their portfolio remains aligned with their goals.

Beyond daily monitoring, portfolio management software plays an important role in achieving long-term investment objectives. By keeping accurate records, tracking progress toward benchmarks and alerting users to necessary changes, it serves as a partner in maintaining financial discipline. Over time, this consistent, informed oversight can significantly impact your ability to meet retirement goals, grow wealth or fund major life events.

Best Portfolio Management Software

The best portfolio management software performs the functions you’re looking for, and at a reasonable price. Many investors prefer to use free software to save money. However, you may be better off paying a fee to unlock additional features or eliminate ads. Keep in mind that while these are some of the most popular tools, the tool that’s right for you will depend on what your financial goals are and how much investment experience you have.

Methodology and Data

We identified the software below through exhaustive research and analysis of the of the portfolio management market. They are listed in an order that’s in direct correlation with their individual composite score based on our methodology, which includes consumer ratings from multiple popular online app stores, and the cost to use each individual software.

Here are the software options that top our list:

1. Credit Karma (Mint)

Credit Karma, which now includes Mint’s popular budgeting features, offers a straightforward and accessible way to track your investments alongside your everyday finances. While its roots are in personal budgeting and credit monitoring, the platform also provides tools to link and monitor brokerage accounts, giving you a consolidated view of your assets, spending and savings. This integration makes it easy to see how your investments fit into your overall financial picture.

For casual investors or those just starting out, Credit Karma’s intuitive interface and no-cost access are major advantages. You can quickly view portfolio balances, recent transactions and performance trends without navigating complex dashboards. Though it doesn’t offer the in-depth analytics or advanced forecasting tools of dedicated investment platforms, it excels at helping users stay engaged with their finances and identify opportunities to save or invest more.

Credit Karma’s strength lies in its simplicity and accessibility. It can be a great choice for anyone who values ease of use and wants a holistic financial snapshot in one place, especially if you’re managing investments as part of a broader budget and credit health strategy.

2. Fidelity Full View

Fidelity Full View is a comprehensive portfolio management tool designed to give investors a centralized, real-time look at their entire financial landscape. Powered by eMoney Advisor, LLC, a Fidelity company, it allows you to link not only Fidelity accounts but also outside investment, banking and retirement accounts. This means you can track asset allocation, performance and net worth from a single, secure dashboard—making it easier to monitor progress toward long-term goals.

One of Full View’s standout features is its robust reporting and planning capabilities. Users can generate detailed performance analyses, view historical trends and model different “what-if” scenarios to understand how changes in contributions, withdrawals or market conditions might affect their portfolio. The platform also offers budgeting tools and spending trackers, blending investment oversight with everyday money management.

For Fidelity customers, Full View is a natural choice since it’s free and will automatically integrate their accounts, and the software is backed by the firm’s strong security standards. This option also may especially appeal to investors who want both a clear overview of their financial picture and the ability to dive into more advanced planning and performance analysis without juggling multiple platforms.

3. SigFig

SigFig is an investment management platform that combines portfolio tracking with professional advisory services, making it a strong option for investors who want both oversight and guidance. Its free portfolio tracker allows you to link accounts from various brokerages, giving you a unified view of all your holdings in one intuitive dashboard. You can see performance, risk exposure and diversification metrics at a glance, helping you stay on top of your investments without tedious manual tracking.

Where SigFig stands out is in its automated portfolio management service. For a relatively low annual fee (and no fee for your first $10,000), the platform will build and manage a diversified portfolio tailored to your goals and risk tolerance, rebalancing it as markets shift. It also offers tax-loss harvesting, which can help reduce your taxable gains and improve after-tax returns. This combination of technology-driven efficiency and hands-off management may appeal to those who want a streamlined, professionally guided approach.

SigFig is best-suited for investors who appreciate automation but also value transparency and accessibility. Whether you’re just tracking your investments or letting SigFig manage them entirely, the platform’s clear reporting and proactive adjustments can help keep your portfolio aligned with your financial objectives.

4. Empower

Empower, formerly known as Personal Capital, is a feature-rich financial management platform that excels at bringing together investment tracking, budgeting and long-term planning. Its free tools allow you to link all of your financial accounts—such as banking, credit cards, retirement plans and brokerage accounts—in a single dashboard. This gives you an at-a-glance view of your net worth, cash flow and investment performance, making it easier to see how each piece of your financial life fits into the bigger picture.

What sets Empower apart is its depth of investment analysis. The platform offers detailed asset allocation breakdowns, fee analyzers to identify costly funds and retirement planning projections based on your actual portfolio and spending habits. These insights can help you fine-tune your investments and stay on track toward your goals, whether that’s early retirement, a major purchase or simply building wealth over time.

For those who want more than self-guided tools, Empower also offers a paid advisory service with access to a team of financial professionals. This hybrid approach—combining robust, free software with optional personalized advice—makes Empower a compelling choice for investors who want both control and expert support in managing their portfolio.

5. Betterment

Betterment is one of the most well-known robo-advisors, offering a streamlined way to invest and manage your portfolio with minimal hands-on effort. The platform builds a diversified portfolio of low-cost ETFs based on your goals, risk tolerance and time horizon, then automatically rebalances it as markets change. This hands-off approach makes it ideal for investors who want professional-grade portfolio management without having to actively select or trade investments.

A key advantage of Betterment is its focus on tax efficiency. Features like tax-loss harvesting and automated asset location strategies aim to maximize your after-tax returns, which can have a significant impact over time. The platform also provides goal-based tracking, allowing you to monitor progress toward specific milestones, whether that’s retiring, buying a home or building a safety net.

Betterment’s clean interface, low fees and emphasis on automation may make it particularly appealing for busy investors or those new to the markets. With options for both digital-only management and plans that include access to human financial advisors, it offers flexibility for a range of investing styles and experience levels.

6. Acorns

Acorns takes a unique, micro-investing approach that makes it easy for anyone to start building a portfolio—no matter how small their initial investment. The platform links to your debit or credit card, automatically rounding up everyday purchases to the nearest dollar and investing the spare change into a diversified portfolio of ETFs. Over time, these small contributions can grow significantly, helping new investors develop consistent saving and investing habits.

Beyond round-ups, Acorns offers recurring investment options, retirement accounts and even a checking account, making it a one-stop shop for simple, automated money management. The portfolios are designed based on your risk tolerance and are rebalanced automatically, so you don’t have to worry about ongoing maintenance.

Acorns is likely best-suited for beginners or those who struggle to save and invest consistently. While it may not offer the advanced analytics of more sophisticated platforms, its ease of use, automation and low barrier to entry make it an excellent gateway into investing and portfolio growth.

7. iQuicken Simplifi

Quicken Simplifi is a modern, mobile-friendly platform designed to give you a clear and customizable view of your finances, including your investment portfolio. While it’s primarily known as a personal finance and budgeting tool, Quicken Simplifi allows you to link brokerage accounts alongside checking, savings and credit cards, creating a complete picture of your net worth. This integration makes it easy to see how your investments fit within your broader financial life.

The platform stands out for its clean, intuitive interface and powerful customization options. You can set specific savings goals, track spending categories and monitor investment balances all in one place. The platform excels at helping you stay organized and engaged with your finances on a day-to-day basis.

Quicken Simplifi is ideal for investors who value simplicity and accessibility but still want meaningful insight into their portfolio’s role in their overall financial health. By combining investment tracking with everyday budgeting and goal setting, it offers a well-rounded solution for keeping your finances and your investments on track

8. Quicken Classic Premier

Quicken Classic Premier is a long-standing financial management solution that offers robust tools for tracking investments alongside budgeting, bill management and planning. It allows you to connect all your brokerage accounts, retirement plans and bank accounts in one place, giving you a comprehensive view of your net worth and portfolio performance. The platform also tracks the value of your holdings in real time and provides detailed reports on gains, losses and asset allocation.

One of Quicken Classic Premier’s strengths is its depth of investment analysis. You can compare your portfolio’s performance against market benchmarks, review historical trends and even analyze the tax implications of potential trades. The software also supports sophisticated features like tracking cost basis, estimating capital gains and generating detailed investment income reports—tools that can be particularly valuable for active investors and those preparing for tax season.

Quicken Classic Premier is suited for investors who want more control and insight into their portfolios while also managing other aspects of their finances in one place. Its comprehensive reporting and advanced tracking capabilities make it a powerful option for serious investors who value detail, customization and the ability to plan with precision.

9. M1 Finance

M1 Finance combines the customization of a self-directed brokerage account with the automation of a robo-advisor, making it an appealing choice for investors who want control without constant hands-on management. Its “Pie” system lets you build a portfolio from individual stocks, ETFs or pre-built expert portfolios, then automatically maintains your chosen allocations through dynamic rebalancing. This structure makes it easy to tailor your investments to your exact preferences while still benefiting from automated upkeep.

In addition to its flexible portfolio construction, M1 Finance offers features like automated deposits, fractional shares and tax-efficient rebalancing. Investors can set up recurring contributions that are automatically invested according to their target allocations, making it simple to stay consistent. The platform also offers integrated borrowing and spending products, allowing you to manage multiple aspects of your financial life under one roof.

Investors who want a blend of personalization and efficiency may find M1 Finance’s offerings appealing. In particular, the platform may be attractive to those who enjoy designing their own investment strategy but prefer to let automation handle the execution, ensuring their portfolio stays on track without requiring constant intervention.

10. Ziggma

Ziggma is a portfolio management platform designed for investors who want powerful analytics and research tools alongside easy-to-use portfolio tracking. It allows you to link accounts from multiple brokerages, giving you a consolidated view of your holdings, performance and asset allocation. The platform’s clean, modern interface makes it simple to monitor your investments while accessing deep data insights.

One of Ziggma’s standout features is its proprietary portfolio scoring system, which rates your holdings on factors like diversification, risk and performance. It also offers stock and ETF screeners, watchlists and comparison tools, making it a valuable resource for investors who want to actively research and refine their strategies. Custom alerts can notify you of significant portfolio changes or market movements, helping you act quickly when needed.

Ziggma may interest active investors who value both clarity and detail. By combining a visually intuitive dashboard with professional-grade research capabilities, it empowers users to not only track their investments but also make informed, strategic decisions to optimize portfolio performance over time.

Bottom Line

The best software portfolio management software can keep your investments organized and help you make smarter, financial decisions with greater confidence. Choosing the right portfolio management software ultimately comes down to your investing style and financial goals, as well as how hands-on you want to be. By selecting a platform that aligns with your priorities, you’ll be better equipped to monitor progress, adapt to market changes and stay on track toward building long-term wealth.

Tips for Investment Management

Financial advisors might use portfolio management software to monitor your portfolio’s progress, but they have the expertise to help you make the right asset allocation decisions. Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
Setting financial goals and tracking your progress towards them is essential. Knowing if you’re ahead, behind or right on track allows you to make adjustments to your savings rate. Use our investment calculator to forecast how your portfolio can grow based on ongoing contributions, annual returns and investment timeframe.