Top Free Investment Portfolio Management Software - Page 2

Vyzer

Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and benchmarking in one powerful solution, making it easy to follow the money.

Average Rating: 4.5/5.0

Total Reviews: 2

eZorro

eZorro is an early-stage AI fintech startup founded by a team combining deep institutional investment and trading expertise with advanced agentic AI specialization, including multiple patents spanning generative AI, digital twin systems, and what-if analysis engines. The company is headquartered in the United States and is currently in a $2M seed raise, with the platform live in paper trading mode pending compliance clearance for live order routing. eZorro delivers institutional-grade data and investment intelligence through a conversational AI interface. Users can ask natural-language questions and receive deep, data-driven analysis powered by multi-agent AI pipelines, scenario modeling, and what-if analysis engines. The platform combines portfolio analytics, trade research, market intelligence tools, backtesting, and strategy optimization - the same capabilities historically reserved for hedge funds and professional trading desks - in a single, accessible interface. eZorro solves the access inequality that has long defined financial markets. Institutional investors have always had superior tools, data, and analytical frameworks; retail investors and serious independent traders have not. eZorro closes that gap — giving self-directed investors the ability to research, analyze, and act with institutional-grade depth and confidence – in terms they understand, and in their own voice. The platform is built on a simple conviction: understanding should come before action, and Wall Street's tools should be in everyone's hands.

Average Rating: 5.0/5.0

Total Reviews: 1

Mantle

Mantle is the breakthrough CRM software for Non-profits. Mantle is a specially developed CRM software for Nonprofits that allows you to measure the impact you have in your community, something we know is a massive challenge that this industry faces. We also know that trying to understand the work that your team is partaking in relates back to your strategy is difficult to track. Mantle will be your guide when it comes to analysing your impact over time and identifying cost-effective approaches for future projects. We are currently offering a 30-day free personalised trial where we will use your organisation's data so you can experience our software to its full potential. We also have flexible payment plans and do the entire set up for you, so you don't even have to lift a finger.

Average Rating: 5.0/5.0

Total Reviews: 1

Pro Stock Tracker

Pro Stock Tracker is an investment portfolio tracking platform used by individual investors, investment professionals, and educational institutions such as schools and universities. It supports a wide range of assets, including stocks, ETFs, mutual funds, crypto, bonds, and forex across more than 85 global exchanges. Users can track multiple portfolios in one place and access detailed reports on performance, dividends, trades, benchmarking, diversification, and more. The platform calculates returns using a true Money-Weighted Rate of Return (MWRR) to reflect actual investment performance over time. Dividends and corporate actions are automatically processed to ensure data accuracy.

Average Rating: 4.5/5.0

Total Reviews: 1

Sharesight

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.

Average Rating: 3.5/5.0

Total Reviews: 1

CapIntel

The CapIntel platform brings client engagement and a better user experience to the forefront of the investment sales process. Financial advisors and asset managers use CapIntel to run portfolio analytics, compare client current holdings with models or custom portfolios, and build compelling, branded investment proposals in seconds. By streamlining the entire process within one platform, advisors benefit from more effective sales materials and less time wastage, giving them more time to connect with clients and provide individualized service. Along the way, enterprise users can benefit from embedded compliance features to help track required steps and reduce regulatory risk.

CEPRES

As the largest, most trusted platform and ecosystem for private market investing, we connect investors with proprietary deal data, complete cash flows of funds and deals with portfolio company operating metrics, and real-time analytics to unlock better, more actionable insights. All on a single, modular platform to help you unlock better investment outcomes. CEPRES provides insights on your potential investments and existing portfolio — down to single operating assets. All CEPRES data is user-generated and comes directly from portfolio companies’ cash flows and fund managers’ data warehouses and lakes. CEPRES clients leverage proprietary deal data and complete cash flows from the largest private market ecosystem, containing $55T in assets, 143K PE-backed companies, 16,500 funds, and 6,000 GPs and LPs. Accelerate your private equity digital transformation journey at CEPRES.com.

Clariteer

Clariteer is the portfolio management platform built for individual limited partners, family offices, and funds of funds investing in private equity and venture capital funds. Most LP investors manage their fund commitments across fragmented portals, PDF notices, and manual spreadsheets, Clariteer consolidates everything into a single, always-current view. The platform automatically ingests capital call and distribution notices using AI-powered document extraction, eliminating the manual data entry that makes LP reporting so time-consuming. Investors get consolidated IRR and MOIC tracking across all their fund positions, multi-currency reporting with FX-adjusted returns, cash flow forecasting to anticipate upcoming capital calls, and clear visibility into recallable distributions, equalisation interest, and capital gains. Clariteer is designed for the LP, not the GP. While most private markets software serves fund managers reporting to their investors, Clariteer serves the investors themselves, giving LPs, family offices, and funds of funds the kind of portfolio-level intelligence that institutional allocators take for granted. Multi-user, multi-portfolio access makes it equally suited to a family office managing allocations across multiple principals and entities, or a fund of funds consolidating performance data across a large and complex portfolio of underlying funds. Built by founders who are LPs themselves, Clariteer brings firsthand credibility to a problem the market has underserved for too long. Key features: - AI-powered extraction of capital call and distribution documents - Consolidated IRR, MOIC, and cash flow tracking across funds - FX-adjusted multi-currency reporting - Capital call management and forecasting - Multi-user, multi-portfolio access for family offices, advisors, and funds of funds

Fisibility

Fisibility is a multi-patent pending Financial Management SaaS platform that helps businesses prevent money leakage while digitally organizing & managing all of their Financial, Accounting and Book-Keeping activities for all staff members, contractors, customers, and suppliers. Fisibility Key Features and Functionality Include: -Expense & Cost Tracking -Budget Management -Supplier Invoice Audit & Bill Management -Document & Contract Management -Business Intelligence Dashboards -Automated Reporting -Risk Management -Inventory and Order Management -Consolidation of Financial Data from multiple sources into a single-system -Financial Performance Intelligence w/ Recommendations & Insights Fisibility Primary Value and Benefits Include: -User-Friendly Interface. -Immediate User Knowledge and Usage Confidence. -No Cost, Self-Service Implementation. -Prevents Money Leakage. -Answers the "How" & "Why" of Financial Performance -Facilitates Quicker & More Profitable Business Decisions -Eliminates Accounting Headaches. -Use as a Compliment to Existing Accounting Software -Use as a Stand-Alone Platform. -Affordable Pricing Structure from Micro-to-Enterprise Businesses.

Average Rating: 3.5/5.0

Total Reviews: 1

Genesis Application Platform

The Genesis Application Platform makes it faster and easier for developers in financial services to build, deploy and maintain full stack software applications engineered to meet the industry’s high standards for security, compliance and performance. Using Genesis, financial firms reduce the time, cost and risk associated with building the software they need to expand their businesses, operate more efficiently and improve compliance. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability. The Genesis platform supports the unique engineering requirements of the financial industry through its: • Development Suite: a flexible IDE supplemented with AI assistance and accelerators for front- and back-end programming empower developers • Application Runtime environment: a real-time core, enterprise integrations and built-in encryption and audit power high-performance, secure applications at scale • Component Marketplace: a library of pre-built financial industry solutions, templates, components and integrations accelerate builds and innovation The platform provides a flexible, powerful developer environment and toolkit featuring: • Back-end coding: Developers can use their own IDE to implement backend logic using standard JVM-based languages like Java and Kotlin. Genesis also offers a domain-specific language (DSL) for defining application structure and configuration. This DSL provides a clear, familiar syntax inspired by SQL and CQRS. • Front-end coding: Developers implement frontend logic with standard TypeScript, using frameworks like React, Angular or Genesis web components as the underlying foundation. This enables reuse of existing UI components within Genesis applications and simplifies porting projects if needed. • Industry integrations: The platform includes pre-built integrations for financial industry connectivity, from common data sources and formats to the leading front-, middle- and back-office vendor systems and market infrastructure. • Real time core: an integrated microservices and web components-based core, ensures low latency and high availability for mission-critical workloads. • Enterprise integrations: Genesis facilitates system integrations with support for build tools like Gradle and npm, monitoring tools like Nagios, and standards like OpenAPI & FDC3. • Compliance framework: security and compliance are delivered with built-in auditing, reporting, entitlement management and integrations with identity and access management systems. The Genesis platform powers mission-critical applications at the world’s leading banks/dealers, asset managers and market infrastructure providers. Common use cases include: • Improving developer productivity and time to market • Modernizing and enhance the performance of legacy technologies • Reducing vendor dependencies, cost and risk, while optimizing the utility of core vendor systems • Replacing spreadsheets, other end-user computing and manual processes with enterprise-quality applications • Developing and deploying innovative new applications (green field innovation) Genesis is strategically-backed by Bank of America, BNY and Citi.

InvestGlass

InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.

InvestMates

InvestMates is the trusted AI powered platform for securely managing your wealth across the globe. With the Unified Wealth Dashboard, InvestMates lets you manage all your family investments at one place and grow your wealth. We offer advanced analytics and actionable insights to make smarter decisions to reach your financial goals. InvestMates ensures your cross-border taxation and financial compliance are expertly handled. It’s like having a private wealth manager on speed-dial - minus the high fees. Our team is our greatest strength. We are a highly diversified, young and motivated team driving towards the financial revolution. If you are passionate in making a difference in the financial well-being, message us. Our mission is to make wealth management accessible, transparent, and affordable for Indians globally. Our values drives us towards our ultimate goal - World's most trusted wealth management platform. Let us make this possible!

InvestSpy

InvestSpy is a cloud-based financial analytics platform offering a comprehensive suite of tools for analyzing investment portfolio performance and risk. From basic performance tracking to advanced risk assessment, it supports investors at all levels.

MantaWealth

The evolution of portfolio construction technology used by the world's leading private banks, repackaged into a cost-efficient solution accessible to institutions of all sizes. - Factor based exposure calculation - Performance Attribution Analysis - Historical and hypothetical stress testing - Portfolio rebalancing / optimisation

QuoTrend

QuoTrend is an AI-powered stock screener and market-data platform for everyday traders and investors. Instead of learning 170+ filters, you describe what you want in your own words — "dividend payers under 15 P/E with rising earnings" — and the AI builds the screen for you. The filters stay visible and editable, so you always see exactly what you're screening. Coverage spans thousands of US stocks and ETFs with about 20 years of price history: interactive charts, sector and industry heatmaps, insider and congressional trading, earnings, dividend and economic calendars, ETF data, and news. A daily signals board highlights notable setups and shows its historical track record — including the losers. Watchlists and email + Telegram alerts keep you current. The free tier covers most of the platform; Premium — $12.90/mo (billed annually) · $19.90 monthly, with a 7-day free trial — adds full signal depth, advanced filters and data export. QuoTrend is an information tool, not investment advice.