Best Investment Account Manager Alternatives in 2026
The top Investment Account Manager alternatives are Tamarac, Portfolio 360° by Arincen and Addepar: 15 stock portfolio management our editors would look at instead of Investment Account Manager, in our ranking order.
Investment Account Manager: A portfolio tracker with tax-lot analysis and reporting, sold as a one-time Windows purchase. Where it falls short: windows desktop only, with no mobile app..
Switching from Investment Account Manager? For most stock portfolio management buyers the best Investment Account Manager alternative is Tamarac, built for advisors needing comprehensive portfolio operations. On a budget, Sharesight starts at $7/mo. Portfolio 360° by Arincen has a free plan, which Investment Account Manager does not.
Why People Look for an Investment Account Manager Alternative
- Windows desktop only, with no mobile app
- The $159 activation includes support and updates for one year only
- Financial-institution downloads are supported, but sync breadth and method are unclear
- No free plan — 6 of the alternatives below have it
Quick Picks by What You Need
- Best overallTamarac8.9
Advisors needing comprehensive portfolio operations
Visit Tamarac - Lowest priceSharesight7.7
Paid plans from $7/mo
Visit Sharesight - Best free optionPortfolio 360° by Arincen9.7
Has a free plan (Investment Account Manager has none)
Visit Portfolio 360° by Arincen
All 15 Investment Account Manager 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 forAdvisors needing comprehensive portfolio operations
- Better than Investment Account Manager:
- Editor score 8.9 vs 6.9
A broad wealth-management platform for advisory firms managing multi-asset portfolios.
- Tax lot tracking
- Performance reporting
8.9/10★★★★☆Visit Tamarac -
Best forInvestors tracking several asset types in one place
- Better than Investment Account Manager:
- Editor score 9.7 vs 6.9
A free-to-start portfolio tracker for stocks, ETFs and crypto, with profit, tax, dividend and fee tracking in one dashboard.
9.7/10★★★★★Visit Portfolio 360° -
Best forInstitutions managing complex multi-asset portfolios
- Better than Investment Account Manager:
- Editor score 8.8 vs 6.9
A cloud platform for aggregating and analyzing complex public and private portfolios.
- Tax lot tracking
- Performance reporting
8.8/10★★★★☆Visit Addepar -
Best forWealth firms needing custodian and alternatives coverage
- Better than Investment Account Manager:
- Editor score 8.7 vs 6.9
Multi-asset portfolio oversight for wealth firms, with pricing tailored to each estate.
- Performance reporting
8.7/10★★★★☆Visit Masttro -
Best forFamily offices and fund administrators
- Better than Investment Account Manager:
- Editor score 8.6 vs 6.9
Deep accounting and investor reporting for complex, multi-entity portfolios.
- Performance reporting
8.6/10★★★★☆Visit FundCount -
Best forEnterprise teams managing complex investment workflows
- Better than Investment Account Manager:
- Editor score 7.9 vs 6.9
A cloud-based system for institutional teams coordinating multi-asset portfolios, risk and execution.
- Tax lot tracking
- Performance reporting
7.9/10★★★★☆Visit site -
Best forAdvisory firms needing portfolio and planning workflows
- Better than Investment Account Manager:
- Editor score 7.8 vs 6.9
A broad advisory workflow suite, with annual stack pricing starting at $13,000.
7.8/10★★★★☆Visit Orion -
Best forInvestors needing affordable performance and tax reports
- Better than Investment Account Manager:
- Free plan
- Editor score 7.7 vs 6.9
A multi-asset tracker that pairs portfolio performance insights with tax and capital-gains reporting.
- Tax lot tracking
- Performance reporting
7.7/10★★★★☆Visit Sharesight -
Best forDIY investors wanting free desktop analytics
- Better than Investment Account Manager:
- Free plan
- Editor score 7.6 vs 6.9
Free desktop portfolio analytics with multi-asset tracking, return calculations, and rebalancing.
- Tax lot tracking
- Performance reporting
7.6/10★★★★☆Visit site -
Best forInvestors seeking analytics and dividend tracking
- Better than Investment Account Manager:
- Free plan
- Editor score 7.5 vs 6.9
A multi-asset portfolio tracker with dividend, risk and allocation analysis.
- Performance reporting
7.5/10★★★★☆Visit site -
Best forDesktop users needing detailed tax-lot control
- Better than Investment Account Manager:
- Editor score 7.4 vs 6.9
A Windows-focused portfolio manager with detailed tax-lot accounting and advisor tools.
- Tax lot tracking
- Performance reporting
7.4/10★★★★☆Visit Fund Manager -
Best forFamilies needing net-worth and scenario modeling
- Better than Investment Account Manager:
- Editor score 7.3 vs 6.9
A multi-asset wealth tracker with scenario modeling, but a high annual starting price.
- Performance reporting
7.3/10★★★★☆Visit Kubera -
Best forIndividuals tracking broad multi-asset wealth
- Better than Investment Account Manager:
- Free plan
- Editor score 7.2 vs 6.9
A broad wealth dashboard combining portfolio analysis, budgeting and alternative assets.
- Performance reporting
7.2/10★★★★☆Visit Finary -
Best forIndividuals wanting free basic wealth aggregation
- Better than Investment Account Manager:
- Free plan
A free starting point for combining account and asset views, with paid tiers for deeper analysis and planning.
- Performance reporting
6.8/10★★★☆☆Visit getquin -
Best forOpen-source users wanting simple portfolio tracking
- Better than Investment Account Manager:
- Free plan
A focused, open-source tracker for multi-account portfolios across diverse assets.
- Performance reporting
6.7/10★★★☆☆Visit Ghostfolio
Investment Account Manager Alternatives: Common Questions
What is the best alternative to Investment Account Manager?
Tamarac: #1 in our Stock Portfolio Management ranking, with an editor score of 8.9 out of 10. A broad wealth-management platform for advisory firms managing multi-asset portfolios.
Is there a free alternative to Investment Account Manager?
Yes. Portfolio 360° by Arincen, Sharesight, Portfolio Performance, Snowball Analytics and Finary have a free plan or a free tier (7 of the 15 alternatives on this page).
Why do people look for Investment Account Manager alternatives?
Windows desktop only, with no mobile app; The $159 activation includes support and updates for one year only; Financial-institution downloads are supported, but sync breadth and method are unclear.
How do I switch from Investment Account Manager?
Export your data from Investment Account Manager (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 Investment Account Manager.
How to Switch from Investment Account Manager
- Export your data from Investment Account Manager (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 Investment Account Manager.
Investment Account Manager vs Each Alternative
| # | Tool | Free plan | Paid from | Performance reporting | Score |
|---|---|---|---|---|---|
| 14 | Investment Account Manager | No | $159/user one-time | Yes | 6.9 |
| 1 | Tamarac | Yes | 8.9 | ||
| 2 | Portfolio 360° by Arincen | 9.7 | |||
| 3 | Addepar | Yes | 8.8 | ||
| 4 | Masttro | Yes | 8.7 | ||
| 5 | FundCount | No | $14,450/yr | Yes | 8.6 |
| 6 | Charles River IMS | Yes | 7.9 | ||
| 7 | Orion Advisor Technology | $13,000/yr | 7.8 | ||
| 8 | Sharesight | Yes | $7/mo | Yes | 7.7 |
| 9 | Portfolio Performance | Yes | Free | Yes | 7.6 |
| 10 | Snowball Analytics | Yes | $79.99/yr | Yes | 7.5 |
| 11 | Fund Manager | No | Yes | 7.4 | |
| 12 | Kubera | No | $250/yr | Yes | 7.3 |
| 13 | Finary | Yes | €149.99/yr | Yes | 7.2 |
| 14 | getquin | Yes | €89.99/yr | Yes | 6.8 |
| 15 | Ghostfolio | Yes | Yes | 6.7 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update