Best Portfolio 360° by Arincen Alternatives in 2026
The top Portfolio 360° by Arincen alternatives are Tamarac, Addepar and Masttro: 15 stock portfolio management our editors would look at instead of Portfolio 360° by Arincen, in our ranking order.
Portfolio 360° by Arincen: A free-to-start portfolio tracker for stocks, ETFs and crypto, with profit, tax, dividend and fee tracking in one dashboard. Where it falls short: connecting a broker needs a paid plan.
Switching from Portfolio 360° by Arincen? For most stock portfolio management buyers the best Portfolio 360° by Arincen alternative is Tamarac, built for advisors needing comprehensive portfolio operations. On a budget, Sharesight starts at $7/mo. Sharesight has a free plan.
Why People Look for a Portfolio 360° by Arincen Alternative
- Connecting a broker needs a paid plan
- Paid plans start at $29.57 a month billed annually, or $33.95 billed monthly
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 optionSharesight7.7
Has a free plan
Visit Sharesight
All 15 Portfolio 360° by Arincen 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
A broad wealth-management platform for advisory firms managing multi-asset portfolios.
- Tax lot tracking
- Performance reporting
8.9/10★★★★☆Visit Tamarac -
Best forInstitutions managing complex multi-asset portfolios
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
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
Deep accounting and investor reporting for complex, multi-entity portfolios.
- Performance reporting
8.6/10★★★★☆Visit FundCount -
Best forEnterprise teams managing complex investment workflows
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
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
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
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
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
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
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
A broad wealth dashboard combining portfolio analysis, budgeting and alternative assets.
- Performance reporting
7.2/10★★★★☆Visit Finary -
Best forWindows users wanting a one-time purchase
A portfolio tracker with tax-lot analysis and reporting, sold as a one-time Windows purchase.
- Broker account sync
- Tax lot tracking
- Performance reporting
6.9/10★★★☆☆Visit site -
Best forIndividuals wanting free basic wealth aggregation
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
A focused, open-source tracker for multi-account portfolios across diverse assets.
- Performance reporting
6.7/10★★★☆☆Visit Ghostfolio
Portfolio 360° by Arincen Alternatives: Common Questions
What is the best alternative to Portfolio 360° by Arincen?
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 Portfolio 360° by Arincen?
Yes. Sharesight, Portfolio Performance, Snowball Analytics, Finary and getquin have a free plan or a free tier (6 of the 15 alternatives on this page).
Why do people look for Portfolio 360° by Arincen alternatives?
Connecting a broker needs a paid plan; Paid plans start at $29.57 a month billed annually, or $33.95 billed monthly.
How do I switch from Portfolio 360° by Arincen?
Export your data from Portfolio 360° by Arincen (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 Portfolio 360° by Arincen.
How to Switch from Portfolio 360° by Arincen
- Export your data from Portfolio 360° by Arincen (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 Portfolio 360° by Arincen.
Portfolio 360° by Arincen vs Each Alternative
| # | Tool | Free plan | Paid from | Performance reporting | Score |
|---|---|---|---|---|---|
| 2 | Portfolio 360° by Arincen | 9.7 | |||
| 1 | Tamarac | Yes | 8.9 | ||
| 2 | Addepar | Yes | 8.8 | ||
| 3 | Masttro | Yes | 8.7 | ||
| 4 | FundCount | No | $14,450/yr | Yes | 8.6 |
| 5 | Charles River IMS | Yes | 7.9 | ||
| 6 | Orion Advisor Technology | $13,000/yr | 7.8 | ||
| 7 | Sharesight | Yes | $7/mo | Yes | 7.7 |
| 8 | Portfolio Performance | Yes | Free | Yes | 7.6 |
| 9 | Snowball Analytics | Yes | $79.99/yr | Yes | 7.5 |
| 10 | Fund Manager | No | Yes | 7.4 | |
| 11 | Kubera | No | $250/yr | Yes | 7.3 |
| 12 | Finary | Yes | €149.99/yr | Yes | 7.2 |
| 13 | Investment Account Manager | No | $159/user one-time | Yes | 6.9 |
| 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