Best Portfolio Analysis

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Rankings are calculated based on verified user reviews, recency of updates, and community voting weighted by user reputation score.

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Best 1 Empower Personal Dashboard
Empower Personal Dashboard
Free Plan Available

Formerly known as Personal Capital, Empower is the premier choice for users who view budgeting through the lens of long-term wealth building. While it offers excellent expense tracking, its true stren...

9.6 Brilliant
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2 Riskalyze Pro
Riskalyze Pro
From $250/month

Riskalyze Pro is an advanced risk management tool that offers real-time investment risk analysis and portfolio optimization. It includes basic project management features for tracking risks in financi...

8.6 Very Good
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3 Rational Edge
Rational Edge
From $99/month

Rational Edge is designed for equity research and portfolio analysis, offering customizable templates and advanced financial modeling features. It supports large datasets and provides detailed analyti...

8.2 Very Good
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4 Morningstar
Morningstar

Morningstar is a well-respected provider of investment research and ratings. While primarily geared towards experienced investors, beginners can benefit from its fund ratings and analysis. Morningstar...

7.1 Good
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5 Stocklight
Stocklight

Stocklight offers a unique approach to portfolio construction, allowing users to build and manage custom portfolios with a focus on optimization. The advisory fee is 0.49% of assets under management....

6.3 Fair
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