12 Best Investment Portfolio Management Software For Mac of 2024 (Free & Paid)

While a lot of personal finance software are great for managing budgets, they’re not always great at managing your investments.

Effectively tracking and optimizing your portfolio in one place can be tricky but there are some excellent investment management apps that make things easier.

We’ve tested and reviewed a range of powerful Mac desktop and Cloud based investment software for all budgets that do the hard work for you.

In fact we found our top pick Empower offers effective portfolio tracking for FREE.

Note that most of these tools are aimed at the US market and support connecting to banks and financial institutions in the USA.

Here then are the best Mac apps to manage and balance your financial portfolio in 2024.

1. Empower (Free)

When it comes to investment tracking, few apps cover more angles than Empower (formerly known as Personal Capital).

Empower is 100% focused on investment management and does it extremely effectively for FREE.

What’s the catch?

Empower uses a unique business model that only charges you a commission if you choose to go with a personalized investment strategy after a free consultation with one of its financial advisors.

The app itself is completely free to use for as long as you want and can instantly optimize investments.

Here’s some of the things that we liked the most about Empower:

• It supports investment accounts of all types and brings them into one place.
• It doesn’t actually touch your assets – it merely syncs with your investment institutions
• It instantly reveals insights into spending, saving and retirement goals
• You can run useful “what-if” scenarios based on investment decisions or life changes
• You can analyze fees to see where brokers and fund management commissions are eating into your investments
• If you need guidance, you can choose to consult an Empower financial advisor for free. What we really like about this is that their advisors are fiduciaries which means they have a legal and ethical responsibility to advise you in your best interests – not those of a fund manager or investment house.

You can also check out our complete Empower review for a more in-depth look.

Pricing: Free

2. Tiller

If you’re an old school fan of spreadsheets, then Tiller may be perfect for you.

Tiller is a powerful spreadsheet-based financial tool designed to help users manage and track their finances through customizable Google Sheets or Excel templates.

While Tiller covers a range of financial tasks such as budgeting, expense tracking, and cash flow management, it’s excellent for investment management and tracking.

Tiller works on any Mac as it is cloud-based and accessible through Google Sheets or Microsoft Excel.

Tiller allows you to track investments by integrating data feeds from financial accounts such as brokerages, retirement accounts, and personal investment platforms.

It automatically updates your investment portfolio with real-time data, including stock performance, account balances, and transaction histories.

There are various investment templates that you can use to monitor portfolio performance, asset allocation, and even compare actual returns to target allocations.

Tiller’s automated categorization tools also help organize dividends, capital gains, and other investment income into a spreadsheet format.

You can create custom reports for portfolios and track progress over time so that you can tweak investment strategies or rebalance portfolios.

For more checkout out our Tiller review.

Pricing: $79/year or $6.58/month

3. Quicken Classic Premier

Quicken is one of the most well-known personal finance software out there and Quicken Classic Premier is the most complete version of it.

Quicken Classic Premier For Mac includes specific focus on investment and is the only version of Quicken you should be looking it at if you need investment tracking features.

In our opinion, some of the strengths of Quicken Classic Premier are:

• It allows you to see how investments are performing with informed buy/sell decisions
• We like the Portfolio X-Ray tool from Morningstar which drills down into your portfolio diversification
• You can quickly see realized and unrealized gains with updated quotes
• It gives recommendations to minimize tax on investments
• There are customizable investment portfolio views with IRR & ROI
• Investment Lot tracking

However, it’s considerably behind the other investment tools featured here because ultimately that’s not the main focus of Quicken products.

Quicken Premier is primarily for those that want a budgeting tool and investment tracker rolled into one.

However, if you’re already a Quicken user, the Classic Premier version could be ideal for you.

You can check out our full Quicken for Mac review for more.

Pricing: $71.91/year

4. Wealthfolio (Free)

If you don’t want to store your financial data in the Cloud and want it all on your Mac desktop, then Wealthfolio may be best for you.

Wealthfolio is a new open source portfolio management software that doesn’t cost a cent and doesn’t charge any subscriptions.

It was a built by a software engineers that was frustrated by the plethora of Cloud and subscription based financial management tool.

The Mac desktop app can organize financial assets in a simple, clean interface which provides insights into performance, risk, and asset allocation.

Wealthfolio supports multiple account types, including brokerage and retirement accounts with real time tracking.

It can also import spreadsheet data and export in CSV format.

Pricing: Free

Pros:

• Easy-to-use interface
• Automated account data import
• Real-time performance tracking
• Clean, Mac desktop app
• No subscription (but developer encourages donations)

Cons:

• Limited customization options

5. Kubera

If you’re looking for a Mac desktop app that can track pretty much any asset, then Kubera could be for you.

Kubera can track all assets, both traditional and crypto including automatic connections to brokerage and bank accounts.

You can connect brokerage accounts such as Robinhood, Fidelity and Vanguard accounts. Kubera also supports Stock Exchanges worldwide including in the US, Canada, UK, Australia, Europe and New Zealand.

For cryptos, it supports all major exchanges including Coinbase, Binance and Kraken. You can also connect your own crypto wallet to it.

Kubera is also the only investment tracker we’ve seen that tracks the value of Non Fungible Tokens (NFTs) too.

Apart from all this, you can also track the value of your home via integration with Zillow, Cars, Metals and even Domains.

In the event of your death or inability to administer your investments, Kubera also has a “Dead-mans switch” feature which will automatically alert named beneficiaries if there hasn’t been any activity on the account for a long time.

Kubera is a bit more expensive than other portfolio trackers but if you need something that covers every asset you own, its well worth it.

Pricing: Starts at $150/year.

6. SigFig (Free)

SigFig is an excellent robo-advisor tool for minimizing your tax liability as it constantly reinvests and re-balances your portfolio.

You can use it for free up to the first $10,000 managed but after that it charges an annual 0.25% fee. You also need a minimum of $2000 to open a SigFig account.

It only works with certain institutions but you can configure SigFig to automatically transfer funds from your accounts to TD Ameritrade, Charles Schwab and Fidelity.

SigFig configures your portfolio based on answers you give it regarding your risk tolerance, investment time scale and financial goals.

However, if you want to speak to an actual financial advisor, it also offers a “Concierge Service” which is basically a personal investment advisor.

A consultation with a SigFig financial advisor is free but unlike Empower, be aware that they’re not a fiduciary so the advice may not be as impartial.

Pricing: Free up to first $10,000 managed, after that 0.25% annual fee.

7. Morningstar Investor

Morningstar is one of the most well known investment journals in the world so it was only a matter of time before it launched its own investment tracker.

Morningstar is famous for the “X-Ray” analysis report and the Morningstar Investor tool integrates all this information into analyzing your assets and stocks in-depth.

It can then offer detailed comparison and optimization suggestions based on a wealth of information that few other platforms can provide.

What we like about it is that the uncomplicated, easy to digest interpretation of data that Morningstar is known for has also gone into the tool with Analyst Ratings and value barometers making it easy to understand.

You can automatically link your portfolio’s banking institutions and investment accounts to Morningstar Investor which uses over 20 different indicators to analyze them including fundamentals and profitability ratios by sector.

Detailed reports include fees and expenses, global holdings breakdowns and asset allocation.

Morningstar is also suitable for bond investors and can create multiple portfolios based on profiles, risk and sectors.

Pricing: $34.95/month

8. M1 Finance (Free)

When it comes to intelligent investment tracking, M1 Finance is all about growing your money fast. M1 Finance not only balances your portfolio but can automatically invest in stocks and ETFs for you.

Some of the things that make M1 Finance stand out for tracking portfolios are:

• No investment management fees, highly customizable portfolios and rock solid security
• It makes investing understandable for anyone and optimizes your investing for the long term so that you can retire earlier.
• M1 Finance spreads your portfolios into themed pies based around specific industries and works on the principle of fractional shares and intelligent automation to invest your funds.
• M1 is also unusual in that it allows you to borrow from a margin account based on your portfolio with some very attractive borrowing rates compared to major lenders. In fact you can borrow up to $10,000 from M1 with no extra paperwork or admin required based on your portfolio.

We also like the fact that you can setup direct deposits and even spend with an M1 debit card so you don’t have to transfer everything to your checking account if you don’t want to.

More recently M1 Finance has added the ability to track cryptocurrency investments within the app if you trade cryptos on your Mac.

If you’ve been using Robinhood to manage your investments up until now, you’ll find M1 Finance a refreshing change with many former Robinhood users happy they switched.

Pricing: Free, Enhanced plans start at $3 per month

9. Portfolio Performance (Free)

If you want a free open source investment tracking app, then Portfolio Performance may be for you.

Portfolio Performance supports various asset types and offers detailed insights, such as performance metrics, asset allocation, and dividends tracking.

The dashboard allows for extensive customization through reports and visualizations, making it suitable for both beginners and advanced users.

The app is cross-platform, meaning it works on macOS, Windows and mobile and there’s a native app for Apple Silicon Macs too.

There’s not much support if you have any problems however and since its a German based app, the user forum is mainly in German.

Pricing: Free

Pros:

• Free and open-source
• Detailed performance analysis and reporting
• Customizable reports

Cons:

• Requires manual setup
• No account linking supported
• No mobile app integration
• User forum is in German

10. Axos Invest (Free)

Axos Invest (formerly WiseBanyan) is a free portfolio management software that doesn’t charge any investment management, trading or re-balancing fees.

Axos Invest is a mix between a robo-advisor and traditional financial advice service with a particular focus on small time investors with no minimum investment fee required to use it.

The company mainly makes money from its tax harvesting tools which amount to 0.25% of assets being managed.

Like many rob-advisors, it works by asking you a few simple questions about your investment needs and then creating a customized portfolio of exchange traded funds based on your risk tolerance.

It’s important to be aware that whereas tools like Empower never actually touch your cash (it only links to your accounts) – Axos Invest handles your investments directly.

However, all cash and securities held in its accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash but it’s something to bear in mind before opening an account.

Although it’s free to use, there are also add-ons that cost a few dollars which enable you to track clusters of stocks such as Blockchain Stocks, Internet Innovator Stocks and Socially Minded Stocks.

There are also Axos Invest mobile apps for iPhone, Android and even iWatch to track how your assets are performing.

Withdrawals can take up to 7 business days and while it’s not unusual for transfers to require clearance from investment services, this is longer than the average.

Nevertheless, if you’re a small investor, Axos Invest is one of the few investment tracking tools that’s free, whatever your balance.

Pricing: Free

11. Sharesight (Free)

Sharesight is a global portfolio management tool that works in the US, Canada, UK, Australia and New Zealand.

Its one of the few investment apps we’ve seen that apart from portfolio tracking, also tracks dividend payments and tax liabilities.

The software connects to around 200 major brokers worldwide including in the UK Trading 212, Hargreaves Lansdown and Interactive Brokers.

If it’s not supported, Sharesight also support manually uploading investments such as real estate, vehicles, artworks and other investments.

Sharesight can track corporate actions such as dividend payments, DRPs and share splits but also global stocks, cryptos, ETFs and funds.

Its also one of the few investment apps that can track multiple currencies, expected value from dividends and benchmarking of portfolios.

There’s a range of pricing plans for the service starting at Free for up to 10 holdings and one portfolio with plans for more holdings starting at $7 per month.

Pricing: Free / Plans starting at $7 per month

12. Fidelity Full View (Free)

If you’re a Fidelity customer, then the company offers its own impressive financial tracking software Fidelity Full View.

The tool is free for Fidelity customers and links with your Fidelity accounts to provide a clean, simplified basic overview of your investments.

If you’re already a Fidelity customer, your accounts have been migrated to Full View but you’ll have to manually re-sync them for it to update your data.

There’s no actual analysis or robo-advisor in Fidelity Full View and investment data is limited to details of your Holdings and Net worth history.

This is partly because Fidelity Full View is also designed as a personal finance budgeting tool so it also shows you your income and expenses alongside portfolio data.

This includes debts related to credit cards, loans, mortgages and insurance.

You can also link it to the Fidelity Retirement Planner to give you a holistic view of finances.

Fidelity Full View is the most basic investment portfolio tracker we’ve seen but if you’re already a Fidelity customer and want an overview of your Net Worth, it’s worth checking-out.

Pricing: Free for Fidelity customers

Mac Portfolio Management Software For Advisors

So far we’ve only looked at investment apps for individuals on Mac.

The following tools are aimed more at investment professionals, investment houses or small businesses that want an integrated investment and accounting software solution.

These private equity deal software are aimed mainly at institutions or businesses. Although these services are all Cloud based, they can easily be used on Mac.

Here then is a quick overview of some popular software programs for investment managers that work on Mac.

eFront

eFront is for professionals looking to invest in private equity, real-estate, infrastructure, Private Debt and Funds of Hedge Funds. The company provides solutions by asset class, investor type or need. It specializes in alternative investments and works with 850 clients across 48 countries.

VestServe

VestServe has been around since 2001 and is a fully integrated investment management and accounting solution. Its ideal for businesses looking to integrate front, middle and back office operations into one solution. The company manages over $100B in assets and provides integrated portfolio-management and accounting to major financial institutions and investment houses.

FundCount

Need something that combines accounting with investment analysis? FundCount is a powerful solution for accounting and investment analysis aimed mainly at investment management professionals. Its designed for small businesses, family offices, hedge funds, fund administrators and private equity firms to optimize efficiency and integrate accounting processes. The tool is ideal for organizations looking for a portfolio partnership, general ledger accounting and reporting.

Running Windows Investment Tools On Macs

There are still some Windows only desktop investment apps that aren’t available on Mac. Notable examples include programs like Investment Account Manager and Fund Manager.

In these cases, the only option is to run Windows on your Mac using virtualization software such as Parallels.

Virtual machines allow you to run Windows and macOS simultaneously so that you can switch between Windows and your Mac whenever you want.

However, running Windows on a Mac is not without problems.

For one it takes a lot of your Mac’s memory and hard drive to run Windows and can end up slowing down the rest of the applications you’re using.

It also doesn’t always give you the same features that PC users enjoy anyway, so you have to settle for certain features not working.

The latest Apple Silicon Macs with the M-series chips can also only run the ARM version of Windows which many financial planning software are not compatible with anyway.

Our strong advice is to use one of the investment apps for Mac we’ve reviewed here rather than go down this route.