Here's our list of apps for Stock Portfolio Management Software. Filters help you narrow down the results to find exactly what you’re looking for.

33 Software options

Online investment portfolio tracker that syncs with brokers and automatically track trades, dividends, and corporate actions. Read more about Sharesight
StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes. Read more about StockMarketEye
ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages. Read more about ETNA Digital Advisor
PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures. Read more about PORTAX
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Read more about Dolibarr
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Read more about HiddenLevers
Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades... Read more about Seeking Alpha
Excel Price Feed is an API that allows developers to access real-time and historical price data for financial products. It provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies, and cryptocurrencies. Read more about Excel Price Feed
PYTHEOS is a collaborative action plan management solution. PYTHEOS offers companies and public bodies a 360 ° vision of their processes and issues through the implementation of a continuous improvement process. Read more about PYTHEOS
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Read more about TOGGLE
Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more. Read more about Nitrogen
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities Read more about HedgeGuard
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume. Read more about Active Trader Pro
Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage. Read more about Quoroom
xtb is a platform that focuses on trading and offers its users a choice of many global markets. xtb also provides customer support – available on weekdays – for its users, which can be accessed via various channels. xtb's trading academy aims to streamline trading basics for those getting started. Read more about xtb
Tykr is a stock screener and education platform all-in-one. It guides you throughout your entire investing journey and helps you reduce risk and manage your own investments. Read more about Tykr
Unity allows you to: • trade all type of assets • serve brokerage flows of retail/institutional segments • manage client apps and professional web-interface • support trading with cryptocurrencies 24/7 • use single margin collateral Read more about Unity
Limina allow asset & investment managers Front and Middle office teams to focus on what matters – producing returns with minimal operational risk Read more about Limina IMS
Wealthsimple Trade is a trading application that aims to make stock trading streamlined and secure. This app is fully mobile is part of its user appeal. No transaction fees are charged, and no minimum account balance is required. Read more about Wealthsimple Trade
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting Read more about Perfona
XT-ERP is an enterprise resource planning and CMMS (computer maintenance management system) tool that is made up of various modules including sales & purchasing, contract management, CRM, stock management, help desk, production monitoring, geolocation, and reporting and BI. Read more about XT-ERP
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. Read more about ByAllAccounts
Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities. Read more about Morningstar Office Cloud
Statmetrics is an all-in-one solution for portfolio analytics and investment research. Read more about Statmetrics
Beanvest is a stock portfolio performance tracker that helps users in becoming better investors. Read more about Beanvest
To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​ - $100+ Billion in Alternatives Managed on the Platform - $5 Trillion in AUM among Vidrio Clients - 1000+ Fund Managers monitored by Vidrio on behalf of allocators Read more about Vidrio Financial
TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations. Read more about TheInvestorNet
Improve the management of your entire investment activity with our Front-to-Back solution dedicated to Private Equity and Non-Listed companies. Capital Venture provides investment and portfolio management alongside a CRM. Read more about venturecapital
Navexa is a powerful portfolio tracking & reporting tool that allows investors to track stocks, crypto, currency and more in a single analytics account. Read more about Navexa
MarketRisk is a stock portfolio management software that helps businesses allocate diversified portfolios and assets according to risk levels. It helps optimize the performance of portfolios and generate reports for different performance years of the past. Read more about MarketRisk
SmarttBot is an intelligent solution that automates day trading and swing trading operations for beginner, intermediate and advanced traders. The tool uses parameterizable robots, which are responsible for trading assets and derivatives on the Stock Exchange. Available in Portuguese for Brazil. Read more about Smarttbot
Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals. Read more about Diversiview

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