The Best Investment Tools in 2026
We researched investment tools using vendors’ official websites, including pricing pages, plan tables, and product documentation. Rankings focus on the category’s core job, value for money, and verified features. Compare options for researching investments, tracking portfolios, and analyzing performance across assets and accounts.
Our top picks
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Top ranked
Sharesight#1 of 179.3/10Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.
Free plan · 14-day trial
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Runner-up
Portfolio Performance#2 of 179.1/10Detailed, multi-asset portfolio analysis in a free desktop application.
Free plan
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Top-ranked free plan
Snowball Analytics#3 of 179.0/10A multi-asset portfolio tracker with performance, risk, dividend, and rebalancing tools.
Free plan · 14-day trial
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
The full ranking 17 tools, best first
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Best forInvestors wanting broad portfolio and tax reporting
Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.
Free plan · 14-day trial Our Sharesight verdict → Visit SharesightFor vendors Sponsor this spot · #1 · $149/mo →9.3/10★★★★★Visit Sharesight -
Best forInvestors who want detailed free portfolio analysis
Detailed, multi-asset portfolio analysis in a free desktop application.
9.1/10★★★★★Visit site -
Best forInvestors tracking diversified portfolios and dividends
A multi-asset portfolio tracker with performance, risk, dividend, and rebalancing tools.
Free plan · 14-day trial Our Snowball Analytics verdict → Visit siteFor vendors Sponsor this spot · #3 · $79/mo →9.0/10★★★★☆Visit site -
Best forHouseholds tracking complex, multi-asset wealth
A broad portfolio tracker for households with varied assets and layered ownership.
8.9/10★★★★☆Visit Kubera -
Best forInvestors focused on portfolio risk and planning
A web-based research and portfolio tool with brokerage sync, risk analysis, and planning.
Free plan · 14-day trial Our Stock Rover verdict → Visit Stock RoverFor vendors Sponsor this spot · #5 · $59/mo →8.8/10★★★★☆Visit Stock Rover -
Best forInvestors tracking alternatives alongside securities
Multi-asset tracking pairs performance, allocation and risk analysis with connected or manual data.
8.7/10★★★★☆Visit Exirio -
Best forBudget-conscious investors who want self-hosting
A broad free portfolio tracker with optional paid sync and planning features.
8.6/10★★★★☆Visit Wealthfolio -
Best forIndividuals who want free, self-hosted portfolio tracking
A personal portfolio tracker with multi-account reporting and self-hosting options.
8.5/10★★★★☆Visit Ghostfolio -
Best forResearch-focused investors managing portfolios
A broad investment workspace for research-led investors who also need portfolio and options tools.
- Stock screener
- Dividend tracking
- Account sync
8.4/10★★★★☆Visit Finapolis -
Best forIndividual investors prioritizing research and ratings
Research-led investing tools pair ratings and screening with portfolio analysis.
8.3/10★★★★☆Visit Morningstar -
Best forInvestors wanting screening and dividend reporting
Custom screening and dividend reporting, with a £36 monthly starting price and no free plan.
- Stock screener
- Dividend tracking
- Investment research
8.2/10★★★★☆Visit ShareScope -
Best forInvestors wanting market research and basic tracking
Market research and basic portfolio tracking across web and mobile, with a free tier.
8.1/10★★★★☆Visit Koyfin -
Best forInvestors researching company fundamentals and valuation
A web-based research workspace for company fundamentals, valuation, screening and portfolio tracking.
8.0/10★★★★☆Visit TIKR -
Best forInvestors consolidating accounts across asset types
A web-based tracker for consolidated, multi-asset portfolio views and reports.
- Account sync
- Investment research
7.9/10★★★★☆Visit Strabo -
Best forFamilies managing private investments and commitments
A multi-asset portfolio hub for tracking family investments, cash flows and commitments.
- Mobile apps
- Account sync
- Investment research
7.8/10★★★★☆Visit Vyzer -
Best forTechnical traders focused on charts and stock scans
A charting and screening service for technical traders, with a free plan and paid capacity tiers.
7.7/10★★★★☆Visit StockCharts -
Best forInvestors wanting a free manual-entry wealth dashboard
A free, manual-entry wealth dashboard for Indian investors who want broad portfolio visibility.
7.6/10★★★★☆Visit Invesh
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Score |
|---|---|---|---|---|
| 1 | Sharesight | Yes | $7/mo | 9.3 |
| 2 | Portfolio Performance | Yes | Free | 9.1 |
| 3 | Snowball Analytics | Yes | $79.99/yr | 9.0 |
| 4 | Kubera | No | $250/yr | 8.9 |
| 5 | Stock Rover | Yes | $288/yr | 8.8 |
| 6 | Exirio | Yes | $89/yr | 8.7 |
| 7 | Wealthfolio | Yes | $2.99/user/mo | 8.6 |
| 8 | Ghostfolio | Yes | 8.5 | |
| 9 | Finapolis | No | $79/mo | 8.4 |
| 10 | Morningstar Investor | No | $249/yr | 8.3 |
| 11 | ShareScope | No | £393/yr | 8.2 |
| 12 | Koyfin | Yes | 8.1 | |
| 13 | TIKR | Yes | 8.0 | |
| 14 | Strabo | No | £9/mo | 7.9 |
| 15 | Vyzer | Yes | 7.8 | |
| 16 | StockCharts | Yes | $19.95/mo | 7.7 |
| 17 | Invesh | Yes | Free | 7.6 |
Head-to-head All 28 comparisons →
- Sharesight vs Portfolio Performance
- Sharesight vs Snowball Analytics
- Sharesight vs Kubera
- Sharesight vs Stock Rover
- Sharesight vs Exirio
- Sharesight vs Wealthfolio
- Sharesight vs Ghostfolio
- Portfolio Performance vs Snowball Analytics
- Portfolio Performance vs Kubera
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How we rank investment tools
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update