>_ alternatives to Souppe
5 portfolio management tools that do a similar job to Souppe, with the facts side-by-side.
See full data, pricing and features on the Souppe profile page.
the tool you're replacing
Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
Multi-assetPortfolio ManagementFREE-$· 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Souppe (this tool) | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ free tier | — | — |
| DeepVest | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL free tier | Free $0 · Pro $29.99 | RIA |
| PortfolioPilot | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ free tier | Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month | Retail |
| testfolio | investors running portfolio simulations and allocation research with etfs | $? free tier | Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually | Retail |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| RoboPortfolio | automatic drift flags when any position exceeds 2% off target allocation | FREE free tier | — | — |
free alternatives to Souppe
- DeepVest — financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. · Free $0 · Pro $29.99
- PortfolioPilot — self-directed investors managing their own portfolios across multiple asset types · Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month
- testfolio — investors running portfolio simulations and allocation research with etfs · Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually
- RoboPortfolio — automatic drift flags when any position exceeds 2% off target allocation
- DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
- PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.Multi-assetPortfolio ManagementFREE-$$· SEC-registered AI advisor delivering personalized investment recommendations
- testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.Multi-assetPortfolio Management$?· models rebalancing and cashflows in historical portfolio simulations
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
- RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocationsMulti-assetPortfolio ManagementFREE· automatic drift flags when any position exceeds 2% off target allocation