Investment Tracking Software Market Report 2026

The investment tracking software market size has grown rapidly in recent years. It will grow from $2.27 billion in 2025 to $2.63 billion in 2026 at a compound annual growth rate (CAGR) of 15.9%. The growth in the historic period can be attributed to growth in retail investment participation, increased availability of digital financial tools, rising demand for portfolio transparency, expansion of online trading platforms, adoption of software-based wealth management.

The investment tracking software market size is expected to see rapid growth in the next few years. It will grow to $4.67 billion in 2030 at a compound annual growth rate (CAGR) of 15.4%. The growth in the forecast period can be attributed to increasing demand for AI-powered investment insights, rising use of mobile-first financial applications, expansion of enterprise investment tracking solutions, growing focus on personalized financial planning, increasing integration with banking ecosystems. Major trends in the forecast period include increasing adoption of automated investment tracking platforms, rising use of cloud-based portfolio management software, growing integration of multi-asset data feeds, expansion of real-time performance visualization, enhanced focus on user-friendly financial interfaces.

The increase in investments is expected to drive growth in the investment tracking software market in the coming years. Investments involve allocating money into financial assets or ventures with the goal of generating returns over time. This growth is largely fueled by the rising popularity of digital trading platforms, which have made investing more accessible and encouraged broader participation in capital markets. Investment tracking software offers real-time portfolio monitoring, asset allocation analysis, and insights into market trends and risk exposure, helping investors make more informed financial decisions. For example, in October 2024, the Investment Company Institute (ICI), a US-based investment research organization, reported that approximately 56% of U.S. households - around 74 million - held investments in mutual funds or other U.S.-registered investment vehicles such as exchange-traded funds (ETFs), closed-end funds (CEFs), and unit investment trusts (UITs), totaling about 126.8 million individual investors. Consequently, this rise in investments is propelling the investment tracking software market forward.

Leading companies in the investment tracking software market are increasingly forming strategic partnerships to offer integrated financial solutions that address evolving investor needs. Strategic partnerships involve collaborative agreements between organizations to combine resources and pursue common goals, enabling them to enhance capabilities, enter new markets, and develop innovative products together. For instance, in February 2025, National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL), both India-based central securities depositories, partnered with the Securities and Exchange Board of India (SEBI), the country’s securities and commodities regulator, to launch the Unified Investor Platform App. This app allows users to access consolidated holdings from both NSDL and CDSL through a single login, view transaction and margin details, and benefit from enhanced security features such as two-factor authentication, all aimed at reducing fraud and improving user convenience. By integrating data from NSDL and CDSL, the platform provides investors with a unified and secure view of their entire portfolio.

In May 2025, Betterment LLC, a US-based financial advisory firm, acquired Rowboat Advisors for an undisclosed amount. This acquisition is intended to strengthen Betterment’s advisor-facing platform by incorporating Rowboat’s portfolio management technology. It enables independent advisors to deliver personalized investment strategies - including custom indexing and tax-loss harvesting - more effectively through Betterment’s digital platform. Rowboat Advisors is a US-based provider specializing in portfolio management software.

Major companies operating in the investment tracking software market are Addepar Inc., Morningstar Inc., Orion Advisor Tech Inc., Betterment LLC, Wealthfront Inc., SigFig Wealth Management LLC, Firstrade Securities Inc., Sharesight, Delta by eToro, Kubera, Moneydance, Ziggma Analytics Inc., Stock Rover LLC, MProfit Software Private Limited, Altoo AG, Koyfin, Snowball Analytics, Portseido, Wealthica, getquin, Trendlyne, INDmoney.

North America was the largest region in the investment tracking software market in 2025. The regions covered in the investment tracking software market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the investment tracking software market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The investment tracking software market includes revenues earned by entities through portfolio aggregation, real-time alerts and notifications, financial goal planning, tax reporting, and capital gains tracking. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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