Stock Portfolio Organizer

The Ultimate Stock Portfolio Management Software
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Stock Portfolio Organizer
Comprehensive portfolio management software that is easy to use for both investors, traders and self managed super funds. Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas.
Core Features
Investment Management Features
  • Data Import/Export
  • Investment Tracking
  • Performance Metrics
  • Risk Management
Stock Portfolio Management Features
  • Client Management
  • Data Warehousing
  • Portfolio Rebalancing
  • Tax Management
Pricing Type
Flat Rate
Free Version
Payment Frequency
One-Time Payment, Free
Vendor pricing page
30 Days Trial
Plans & Packages
$99 One-time
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Licensing & Deployment
  • Cloud Hosted
  • Windows
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars