Top Portfolio Pro Alternatives & Competitors

Finding the right software for your business can be challenging, and while Portfolio Pro is a popular choice, it may not be the perfect fit for everyone. If you're exploring Portfolio Pro alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Portfolio Pro and discover the ideal solution tailored to your needs.

Portfolio Pro is also listed in these categories:

All Competitors and Alternatives to Portfolio Pro

Cash App is a popular mobile banking software that offers a seamless and user-friendly platform for managing personal finances. Users can send and receive money instantly, make payments, and transfer funds with just a few taps on their smartphones. Cash App also features a debit card, allowing users to make purchases directly from their Cash App balance. The platform supports cryptocurrency tradin... Read more about Cash App

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Unity

Create and grow real-time 3D games, apps, and experiences for entertainment, film, automotive, architecture, and more.

Unity is a robust development engine that empowers creators to build captivating and interactive 2D and 3D experiences. Its intuitive interface simplifies the development process, making it accessible for both beginners and seasoned developers. With a vast asset store, Unity offers a treasure trove of ready-made elements for game development, from characters to environments, accelerating game crea... Read more about Unity

Free Trial

30 Days

Pricing Type

$185 Per month

Location

United States

Seeking Alpha is an intuitive stock portfolio management software designed for investors seeking to optimize their portfolios. It provides tools to track investments, monitor stock performance, and receive real-time alerts on market changes. The platform offers deep analysis, including earnings reports, market trends, and expert insights, enabling users to make informed decisions. With its portfol... Read more about Seeking Alpha

Free Trial

Available

Pricing Type

$29.99 Per month

Location

United States

InvestingPro is a comprehensive investment management software designed to streamline and enhance the investment processes for financial advisors, asset managers, and individual investors. It offers a robust suite of tools for portfolio management, performance tracking, risk analysis, and client reporting, ensuring that investments are managed efficiently and effectively. InvestingPro’s intuitiv... Read more about InvestingPro

Free Trial

Available

Pricing Type

$2749 Per month

Location

Israel

Similarweb

Effortlessly Analyze Your Competitive Landscape

Similarweb is a powerful software that unveils the digital world's secrets. With its user-friendly interface, it offers a comprehensive view of your website's performance, competition, and market trends. Easily track your online presence, uncover valuable insights about your audience, and gain a competitive edge. Discover where your website stands in search rankings, monitor traffic sources, and e... Read more about Similarweb

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Active Trader Pro is a sophisticated stock portfolio management software designed for active investors and traders seeking to optimize their trading strategies. The platform provides tools for real-time market analysis, customizable charting, and advanced trading capabilities, ensuring that users have access to the information they need to make informed decisions. With its user-friendly interface,... Read more about Active Trader Pro

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

XTB is an advanced stock portfolio management software that provides investors with tools to monitor, analyze, and optimize their stock investments. The platform offers real-time market data, customizable watchlists, and advanced charting tools, allowing users to track performance and make informed trading decisions. XTB also supports multi-asset trading, enabling users to diversify their portfoli... Read more about xtb

Free Trial

NA

Pricing Type

Contact Vendor

Location

Vietnam

Wealthsimple Trade is a user-friendly stock portfolio management software designed to help investors manage and track their investment portfolios with ease. Ideal for both beginner and experienced investors, Wealthsimple Trade offers a straightforward platform to buy, sell, and track stocks, ETFs, and cryptocurrencies. The software provides real-time market data, portfolio performance analysis, an... Read more about Wealthsimple Trade

Free Trial

NA

Pricing Type

Contact Vendor

Location

Canada

Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investment managers who need a comprehensive view of their portfolio's performance over time. Sharesight automatically imports ... Read more about Sharesight

Free Trial

Available

Pricing Type

$0 Per feautre

Location

Australia

Stock Screener is a stock portfolio management software that helps investors monitor, analyze, and optimize their investment portfolios. It provides tools for tracking stock performance, evaluating financial metrics, and identifying new investment opportunities based on specific criteria. Stock Screener includes customizable filters for parameters like P/E ratio, market cap, and dividend yield, al... Read more about Stock Screener

Free Trial

NA

Pricing Type

$29.97 Per user

Location

Belgium

STREAM is an innovative compliance software solution designed to help organizations navigate complex regulatory landscapes and ensure adherence to industry standards. This comprehensive platform provides essential tools for tracking, managing, and reporting compliance-related activities across various sectors. With its user-friendly interface, organizations can easily create compliance checklists,... Read more about STREAM

Free Trial

Available

Pricing Type

$30000 Per user

Location

United Kingdom

Beanvest is an advanced investment management software designed to help businesses and individual investors track and manage their portfolios. The platform provides tools for portfolio management, risk analysis, and performance tracking, allowing users to make informed decisions and optimize their investments. Beanvest supports a wide range of asset classes, including stocks, bonds, mutual funds, ... Read more about Beanvest

Free Trial

Available

Pricing Type

$10 Per month

Location

Estonia

Investment Account Manager is a sophisticated investment management software designed to help financial professionals manage client portfolios effectively. This platform provides comprehensive tools for tracking investments, analyzing performance, and generating reports seamlessly. With its user-friendly interface, users can easily monitor asset allocation, assess risk levels, and manage transacti... Read more about Investment Account Manager

Free Trial

Available

Pricing Type

$99 Per feautre

Location

United States

Osmoze is an advanced Project Portfolio Management (PPM) software designed to help organizations prioritize, manage, and track multiple projects simultaneously. With Osmoze, businesses can effectively allocate resources, track progress, and ensure that each project aligns with the organization’s strategic goals. The software provides a centralized platform where project managers can monitor proj... Read more about Osmoze

Free Trial

NA

Pricing Type

Contact Vendor

Location

France

ChartBolt is a stock portfolio management software designed to help investors and traders manage their stock investments efficiently. The platform offers tools for tracking portfolio performance, analyzing market trends, and monitoring individual stocks. ChartBolt integrates real-time data feeds, providing users with up-to-date stock prices and market insights. The software also includes features ... Read more about ChartBolt

Free Trial

NA

Pricing Type

$39.99 Per user

Location

United States

FAQs About Portfolio Pro Alternatives

Some of the best alternatives to Portfolio Pro include Unity, InvestingPro, Seeking Alpha, Cash App, Similarweb, Active Trader Pro, xtb, Wealthsimple Trade, Sharesight, Stock Screener, STREAM, Beanvest, Investment Account Manager, Osmoze and ChartBolt. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Portfolio Pro, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like Unity, InvestingPro, Seeking Alpha, Active Trader Pro, Sharesight, STREAM, Beanvest and Investment Account Manager (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Portfolio Pro can consider Unity, InvestingPro, Seeking Alpha, Cash App, Similarweb, Active Trader Pro, xtb, Wealthsimple Trade, Sharesight, Stock Screener, STREAM, Beanvest, Investment Account Manager, Osmoze and ChartBolt. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Enterprises seeking a robust alternative to Portfolio Pro can explore Unity. These platforms offer scalability, advanced automation, top-tier security, and enterprise-grade customer support to meet large-scale business needs.

Some of the best cloud-based alternatives to Portfolio Pro include Unity, InvestingPro, Seeking Alpha, Cash App, Similarweb, Active Trader Pro, xtb, Wealthsimple Trade, Sharesight, Stock Screener, STREAM, Beanvest, Osmoze and ChartBolt. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Portfolio Pro alternatives provide mobile apps for iOS and Android. Options like Unity, Seeking Alpha and Sharesight offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.