Best Portfolio Management Products in 2025

Streamline digital lease management with Spacebase. We offer a simple, modern platform for efficient payment processing, tracking, and compliance. Empower your team to handle leases seamlessly, reduce administrative workload, and boost productivity.

Key Spacebase features:

User-Friendly Interface Real-Time Collaboration Integrated Tools Customizability

Visit website paid

Streamline operations with our Commercial Real Estate Software. Manage leases, collect rent, and track finances effortlessly.

freemium $2.0 / Monthly (Starting at $2/ Per Unit/ Per Month)

Advanced investment portfolio performance and risk analysis tools made simple.

Independent. Insightful. Trusted.

Key Morningstar features:

Comprehensive Research Analyst Ratings Portfolio Management Tools Educational Resources

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Key Sharesight features:

Comprehensive Portfolio Tracking Automatic Dividend Tracking Tax Reporting Performance Benchmarking

AppFolio is the premier online property management software for modern residential and rental property managers. Try it free today.

Key AppFolio features:

Ease of Use Comprehensive Features Mobile App Strong Customer Support

An index investor's dream come true.

DoorLoop is a professional rental property management software that is particularly designed for real state owners and property managers to streamline their approach with automated work order management.

Key DoorLoop features:

Comprehensive Property Management Features User-Friendly Interface Scalability Excellent Customer Support

Real Estate Portfolio Management App.

Streamline portfolio management with Keenai Pulse. Consolidate assets, gain advanced insights & simplify reporting - all designed for SFOs & wealth advisors.

paid

Stock analysis with AI.

Look up accurate rent prices and comps for any property, and track your rental portfolio with real-time alerts and market updates. Available nationwide in the US.

Key RentCast.io features:

Comprehensive Data User-Friendly Interface Real-Time Updates Market Insight Tools

freemium

3commas.io provides tools for cryptocurrency traders and investors.

Key 3commas features:

User-friendly Interface Automated Trading Bots Wide Exchange Support Smart Trade Terminal

Open Source

Portfolio Analysis and Optimisation software for retail investors and investment advisors.

Key Diversiview Online features:

Portfolio Expected Performance Indicators Diversification at investment level Diversification rating Individual exposure (for portfolio containing ETFs)

freemium AU$49.0 (Credit points (25 points for $49); Subscription available.)