Stock Portfolio Organizer

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Australia HQFounded 2015

Deployment

Windows

Best for

Small

Overview

About Stock Portfolio Organizer

Stock 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.

At a glance

Software information

Industries served, licensing and the support Stock Portfolio Organizer provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • One-Time Payment
  • Free trial
  • Free version

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
Languages (1)
English
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Capabilities

Stock Portfolio Organizer features

The full feature set, grouped by module.

Investment Management Software

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Stock Portfolio Management Software

  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management
  • Technical Analysis

Plans

Stock Portfolio Organizer pricing

Price Type
One-time
Free Version
Yes
Payment Frequency
One-Time Payment
Preferred Currency
USD ($)
Free Trial
30 Days
Standard$99 / one-time

Media

Screenshots & video