Best Invesh Alternatives in 2026
The top Invesh alternatives are Sharesight, Portfolio Performance and Snowball Analytics: 15 investment tools our editors would look at instead of Invesh, in our ranking order.
Invesh: A free, manual-entry wealth dashboard for Indian investors who want broad portfolio visibility. Where it falls short: manual entry is required; there is no account synchronization..
Switching from Invesh? For most investment tools buyers the best Invesh alternative is Sharesight, built for investors wanting broad portfolio and tax reporting. On a budget, Wealthfolio starts at $2.99/user/mo.
Why People Look for an Invesh Alternative
- Manual entry is required; there is no account synchronization
- Web-only deployment limits access options outside a browser
- Tracking only: no trade execution, investment research, or advice
- No account sync — 3 of the alternatives below have it
- No investment research — 4 of the alternatives below have it
Quick Picks by What You Need
- Best overallSharesight9.3
Investors wanting broad portfolio and tax reporting
Visit Sharesight - Lowest priceWealthfolio8.6
Paid plans from $2.99/user/mo
Visit Wealthfolio - Best free optionSharesight9.3
Has a free plan
Visit Sharesight - Best for account syncFinapolis8.4
Account sync (Invesh: no)
Visit Finapolis
All 15 Invesh Alternatives, Ranked
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.
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Best forInvestors wanting broad portfolio and tax reporting
- Better than Invesh:
- Editor score 9.3 vs 7.6
Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.
9.3/10★★★★★Visit Sharesight -
Best forInvestors who want detailed free portfolio analysis
- Better than Invesh:
- Editor score 9.1 vs 7.6
Detailed, multi-asset portfolio analysis in a free desktop application.
9.1/10★★★★★Visit site -
Best forInvestors tracking diversified portfolios and dividends
- Better than Invesh:
- Editor score 9.0 vs 7.6
A multi-asset portfolio tracker with performance, risk, dividend, and rebalancing tools.
9.0/10★★★★☆Visit site -
Best forHouseholds tracking complex, multi-asset wealth
- Better than Invesh:
- Editor score 8.9 vs 7.6
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
- Better than Invesh:
- Editor score 8.8 vs 7.6
A web-based research and portfolio tool with brokerage sync, risk analysis, and planning.
8.8/10★★★★☆Visit Stock Rover -
Best forInvestors tracking alternatives alongside securities
- Better than Invesh:
- Editor score 8.7 vs 7.6
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
- Better than Invesh:
- Editor score 8.6 vs 7.6
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
- Better than Invesh:
- Editor score 8.5 vs 7.6
A personal portfolio tracker with multi-account reporting and self-hosting options.
8.5/10★★★★☆Visit Ghostfolio -
Best forResearch-focused investors managing portfolios
- Better than Invesh:
- Account sync
- Investment research
- Stock screener
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
- Better than Invesh:
- Editor score 8.3 vs 7.6
Research-led investing tools pair ratings and screening with portfolio analysis.
8.3/10★★★★☆Visit Morningstar -
Best forInvestors wanting screening and dividend reporting
- Better than Invesh:
- Investment research
- Stock screener
- Dividend tracking
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
- Better than Invesh:
- Editor score 8.1 vs 7.6
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
- Better than Invesh:
- Editor score 8.0 vs 7.6
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
- Better than Invesh:
- Account sync
- Investment research
- Editor score 7.9 vs 7.6
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
- Better than Invesh:
- Account sync
- Investment research
- Editor score 7.8 vs 7.6
A multi-asset portfolio hub for tracking family investments, cash flows and commitments.
- Mobile apps
- Account sync
- Investment research
7.8/10★★★★☆Visit Vyzer
Invesh Alternatives: Common Questions
What is the best alternative to Invesh?
Sharesight: #1 in our Investment Tools ranking, with an editor score of 9.3 out of 10. Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.
Is there a free alternative to Invesh?
Yes. Sharesight, Portfolio Performance, Snowball Analytics, Stock Rover and Exirio have a free plan or a free tier (10 of the 15 alternatives on this page).
What is the cheapest paid alternative to Invesh?
Of the alternatives here that publish a price, Wealthfolio starts lowest, at $2.99/user/mo.
Why do people look for Invesh alternatives?
Manual entry is required; there is no account synchronization; Web-only deployment limits access options outside a browser; Tracking only: no trade execution, investment research, or advice.
How do I switch from Invesh?
Export your data from Invesh (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Invesh.
How to Switch from Invesh
- Export your data from Invesh (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Invesh.
Invesh vs Each Alternative
| # | Tool | Free plan | Paid from | Score |
|---|---|---|---|---|
| 17 | Invesh | Yes | Free | 7.6 |
| 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 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update