Best Stock Portfolio Management Software

Whether you are a passionate enthusiast or a seasoned investor, it is a common notion that you need expert knowledge and capability to manage not just one single equity stock, but a combination of investment options like Mutual Funds, Bonds, Exchange Traded Funds, etc.  Thus arose the need for Stock Portfolio Management Software. 

What is Stock Portfolio Management Software?

A specialized solution for eager and overburdened traders and investment managers, stock portfolio software, helps keep track and report on the performance of a portfolio of investment assets in real-time. Stock Portfolio Management tools have features that help optimize the portfolio of an investor and/or his client, with features such as Billing and Invoicing, Multi-Currency Support, and Portfolio Re-Balancing and Accounting, besides others.   

How Can You Choose the Best Stock Portfolio Management Software? 

The absolutely essential stock portfolio management solutions have the right combination of features, price, and technical functions. GoodFirms’ exceptional list of options should help you hone in on the right choice.   

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List of The Best Stock Portfolio Management Software

  • 1. Axia

    Advanced & modern Investment Management Software.
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    Axia is the award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Axia ... learn more about Axia

    "AXIA literally saved our back in the crisis. Highly recommended!"
    Catriona Jasica, Content Specialist at Top Vouchers Code
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Stock Portfolio Management Software
  • 2. Eze Investment Suite

    Reimagine the single platform experience with the leading cloud-based ecosystem.
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    Eze Investment Suite provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. It is fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Our solutions give you the insight you need to view profit & loss and exposu... learn more about Eze Investment Suite

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    20%

    Category Focus

    Stock Portfolio Management Software
  • 3. FinFolio

    Simplify your back office.
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    FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.... learn more about FinFolio

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    30%

    Category Focus

    Stock Portfolio Management Software
  • 4. Black Diamond

    Where advisors and clients connect.
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    The Black Diamond Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations... learn more about Black Diamond

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    30%

    Category Focus

    Stock Portfolio Management Software
  • 5. eMoney

    Wealth Management Technology That Helps You.
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    eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage... learn more about eMoney

    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    30%

    Category Focus

    Stock Portfolio Management Software
  • Hedgeguard understand the dynamics of your fund, the demands from investors and the drive to maximise alpha. Our Portfolio Management System is designed to deliver the analytics, views and reports you need to stay on top of your strategies. HedgeGuard PMS is engineered by seasoned professionals born in the Hedge Fund industry who perfectly know your needs and stakes. The result: with our set of in... learn more about HEDGEGUARD

    Entry Level Price
    $1581 Per Month
    Free Trial
    N/A
    40%

    Category Focus

    Stock Portfolio Management Software
  • 7. AIRR

    One SAAS solution for all investment management needs.
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    AIRR is a full-service SaaS solution that includes integration with any system that investor is using, consolidates information from all these systems and helps synchronize the work of each participant in the investment process. We offer a real-time visual reporting tool where all data is transmitted through an API, updated continuously and available to you 24 hours a day. We consolidate data from... learn more about AIRR

    Entry Level Price
    $500 Per Month
    Free Trial
    14 Days
    40%

    Category Focus

    Stock Portfolio Management Software
  • 8. ReconAdvantage

    The advanced portfolio management software you need, backed by the world-class support you deserve.
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    ReconAdvantage portfolio management platform which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting. ReconAdvantage ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage r... learn more about ReconAdvantage

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Stock Portfolio Management Software
  • 9. Stock Portfolio Organizer

    The Ultimate Stock Portfolio Management Software.
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    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 Orga... learn more about Stock Portfolio Organizer

    Entry Level Price
    $99 One-time
    Free Trial
    30 Days
    50%

    Category Focus

    Stock Portfolio Management Software
  • 10. FA Solutions

    Efficiency in investment management.
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    FA Solutions is a single cloud-based platform for running your entire Asset & Investment Management business with secure access to your data globally. FA Solutions provides modern Portfolio Management Software for clients such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. FA Platform is ... learn more about FA Solutions

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Stock Portfolio Management Software
  • 11. iLEVEL

    WE POWER THE NETWORKS THAT CONNECT CAPITAL TO IDEAS
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    Powering the world's financial markets with data, technology, and innovation. IHS Markit provides industry-leading data, software, and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation. Our services ben... learn more about iLEVEL

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Stock Portfolio Management Software
  • 12. Croesus

    Portfolio management software adapted to your reality.
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    Croesus is Wealth management solutions. User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Access a variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committe... learn more about Croesus

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    30%

    Category Focus

    Stock Portfolio Management Software
  • 13. BlazePortfolio

    Streamlined Trade Order Management and Rebalancing Technology for Advisors
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    Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio clients are up and running quickly with our seamless integration to leading portfolio accounting... learn more about BlazePortfolio

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    60%

    Category Focus

    Stock Portfolio Management Software
  • 14. Archway Platform

    Wealth Management Technology and Outsourced Service Solutions.
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    Archway Platform delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and h... learn more about Archway Platform

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    30%

    Category Focus

    Stock Portfolio Management Software
  • 15. eB-IMS

    Sophisticated Investments Management System on a Software-as-a-Service Basis
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    EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service. eB-IMS has a built in cu... learn more about eB-IMS

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Stock Portfolio Management Software
  • 16. PORTAX

    After-Tax Portfolio Analysis
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    Each PORTAX portfolio study has a status window in the background that provides an overview of all the current settings while you are working with the different software features.... learn more about PORTAX

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 17. StockMarket Plus

    Share portfolio management software for Australian investors, by Australian Investors.
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    StockMarket Plus is a powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. Get the leading share portfolio management software Australia has to offer. Share portfolio management software for Australian investors, by Australian Investors. Whether it is for a SMSF or recording your investment portfolio, StockMarket Plus is designed to sim... learn more about StockMarket Plus

    Entry Level Price
    $24 Per Month
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 18. Tamarac

    TAMARAC PORTFOLIOCENTER CLOUD
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    Tamarac PortfolioCenter Cloud is the perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing – all on a platform that is designed to grow with you. PortfolioCenter Cloud provides you with the ability to demonstrate your firm’s value. Designed with emerging practices in mind, t... learn more about Tamarac

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 19. VectorVest

    Simple Approach to Successful Investing.
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    VectorVest is the only stock analysis and portfolio management system that analyzes, ranks and graphs over 19,000 stocks each day for value, safety and timing and gives a clear buy, sell or hold rating on every stock every day. VectorVest combines the raw power of fundamental valuation with keen insights of technical analysis. It's the only system that times the market for you to help you buy low... learn more about VectorVest

    Entry Level Price
    $69 Per Month
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 20. Co-Pilot

    Flyer in action
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    Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network... learn more about Co-Pilot

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 21. Comarch Wealth Management

    Wealth management software
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    Comarch Wealth Management platform stems from a unique combination of functions supporting traditional, personal way of maintaining the bank-client relationship as well as digital and innovative approach towards wealth management services and offerings. Personal investment advisory or portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending ... learn more about Comarch Wealth Management

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Stock Portfolio Management Software
  • 22. Derivatas

    Fast, Accurate, Elegant Valuation.
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    Derivatas is an end-to-end valuation solution for financial reporting (ASC 820, ASC 718), tax compliance (IRC 409A), and deal analyses. Founded by experienced valuation professionals, Derivatas combines deep industry expertise with the latest technology in cloud computing and data analytics to bring you the most advanced valuation platform in the industry. Since its inception in 2011, Derivatas ha... learn more about Derivatas

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 23. Enfusion

    Breaking boundaries to build agility
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    Simple as that. Enfusion is built on one dataset. We connect front, middle and back office in one integrated system, one view and one language. Our cloud-based system is not seamless, it’s seam-free, minimizing error and maximizing visibility.... learn more about Enfusion

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Stock Portfolio Management Software
  • More than forty lakh new demat accounts opened in 2020. Even though the entire world was going through a locked down period, we have seen a surge in investors rushing to the stock market. Many new investors were waiting to pick stocks from the bottom. They found a sharp dip in the first 3 months of the year. Interest bearing asset classes were losing interest. According to the Securities and Excha... learn more about Excella Trader

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Stock Portfolio Management Software
  • 25. Investment Account Manager

    THE SOFTWARE SOLUTION FOR INVESTING
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    Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. With a large array of tools, IAM provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more.... learn more about Investment Account Manager

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Stock Portfolio Management Software
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