Best Portfolio Management Software Tools of 2025

Why You Should Trust Us

Investopedia has been helping readers find the best tools and platforms for managing their finances since 1999. Investopedia’s team of editors and research analysts evaluated 10 portfolio management software companies based on 56 different criteria that are critical to helping individuals manage their investments. We used this information to review each software provider based on reporting functionality, integration capabilities, budgeting features, and other key items to provide unbiased, comprehensive reviews and ensure our readers make the right decision for their investing needs.

Our research and ratings are entirely independent, with no influence from advertising partnerships, and our full-time team of expert writers and editors aim to be unbiased to ensure you’re getting the best recommendations when looking for a portfolio management software product. Investopedia’s staff editors, research analysts, and compliance managers work hard every business day to keep this article up to date and accurate by monitoring product changes on portfolio management software provider websites and making changes to our content as needed.

How We Chose the Best Portfolio Management Software Tools

Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of portfolio management software. Our ratings of the best portfolio management software providers are based on our own proprietary research of six categories and 56 criteria that are critical when choosing the right tools for managing investment portfolios. The following category weights were used to rate each platform:

• Portfolio Management: 30.00%
• Pricing: 20.00%
• Account Amenities : 20.00%
• Research: 15.00%
• Mobile: 10.00%
• Security & Compliance: 5.00%

We used this data to develop a comprehensive rubric for evaluating eight portfolio management software companies based on their pricing, amenities, research features, and other key criteria, to help our readers choose the right portfolio management software. For each company, Investopedia’s team of researchers and full-time editorial staff analyzed data obtained directly from company websites and representatives. Our data collection and scoring process ran from Feb. 19 to Feb. 23, 2025.