Quicken is a personal finance management tool that helps individuals track their income, expenses, and investments.
Starting from $34.99/year
Best Fund Manager Alternatives ranked by AI · updated Aug 2026
Fund Manager is desktop investment portfolio software for individual investors, advisors, and professional portfolio managers. It tracks transactions, cost basis, income, performance, and tax-related portfolio data across multiple accounts.
Top 6 Fund Manager alternatives
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Pros
- Free with no recurring subscription
- Open-source and stores portfolio data locally
- Detailed performance, allocation, and transaction analysis
Cons
- Requires more manual setup than GainsKeeper
- Broker imports are less turnkey than commercial services
- Tax-reporting automation is more limited
Free, open source
GainsKeeper is a cost-basis and tax-lot tracking service for self-directed investors, tax professionals, and financial institutions. It imports brokerage transactions and helps...
Pros
- Specialized cost-basis and tax-lot tracking for securities
- Supports wash-sale calculations and corporate actions
- Designed for brokerage imports and tax reporting
Cons
- Less suitable for broad portfolio analysis than Sharesight or Quicken
- Pricing and availability can depend on brokerage or institutional access
- Not an open-source or fully self-hosted option
5
TradeLog offers powerful trade accounting and tax reporting for active traders.
Pros
- User-friendly interface
- Extensive tax reporting features
Cons
- Limited support for complex trading strategies
- No integrated risk management tools
$249.95
6
Maxit Tax Manager
Interactive Brokers
Maxit Tax Manager is Interactive Brokers' built-in tool for tax-lot selection, cost-basis management, and tax-loss optimization. It is designed for IBKR clients...
Pros
- Directly integrated with Interactive Brokers accounts and transactions
- Provides tax-lot selection and tax-loss optimization
- No separate subscription for eligible IBKR clients
Cons
- Restricted to Interactive Brokers customers
- Not a standalone multi-broker portfolio tracker
- Less useful for consolidated household reporting
Free for Interactive Brokers clients
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