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.   

List of The Best Stock Portfolio Management Software

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  • Axia

    Advanced & modern Investment Management Software

    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
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  • Eze OMS

    Portfolio Management

    It provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of your trade ideas and make informed investment decisions.... learn more about Eze OMS

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  • inStream

    Better Financial Planning. Better Wealth Management.

    inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships.... learn more about inStream

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    Free Trial
    30 days
    Entry Level Price
    $149 per Month
  • FinFolio

    Wealth management Simplified.

    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.... learn more about FinFolio

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  • Black Diamond

    Where advisors and clients connect.

    Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations ... learn more about Black Diamond

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  • eMoney

    Wealth Management Technology That Helps You

    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,... learn more about eMoney

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    Free Trial
    14 days
    Entry Level Price
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  • HEDGEGUARD

    We want you to win

    At Hedgeguard, we 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 se... learn more about HEDGEGUARD

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    Entry Level Price
    $1581 per Month
  • AIRR

    One SAAS solution for all investment management needs

    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 fro... learn more about AIRR

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    Free Trial
    14 days
    Entry Level Price
    $500 per Month
  • ReconAdvantage

    PORTFOLIO ACCOUNTING

    Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s 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 risk. ReconAdvantage provides an extensive collection of highly customizable, automated reports that deliver consistent, reliable ... learn more about ReconAdvantage

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  • Stock Portfolio Organizer

    The Ultimate Stock Portfolio Management Software

    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 Portfo... learn more about Stock Portfolio Organizer

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    Free Trial
    30 days
    Entry Level Price
    $99 per One-time
  • FA Solutions

    Efficiency in investment management

    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 a modern, web-based software platform for investment management. It allows companies to have everything in a single system from back, middle, and front... learn more about FA Solutions

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  • iLEVEL

    WE POWER THE NETWORKS THAT CONNECT CAPITAL TO IDEAS

    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

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  • Croesus

    Portfolio management software adapted to your reality

    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 committed to providing their clients with the ver... learn more about Croesus

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  • BlazePortfolio

    Streamlined Trade Order Management and Rebalancing Technology for Advisors

    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

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  • SEI Family Office Services

    Wealth Management Technology and Outsourced Service Solutions

    SEI Family Office Services 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 Plat... learn more about SEI Family Office Services

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  • eB-IMS

    Sophisticated Investments Management System on a Software-as-a-Service Basis

    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

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  • PORTAX

    After-Tax Portfolio Analysis

    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

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  • MAUS StockMarket Plus

    AUSTRALIA'S MOST INNOVATIVE SHARE PORTFOLIO MANAGEMENT SOFTWARE

    A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Whether it is for a SMSF or recording yo... learn more about MAUS StockMarket Plus

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  • Tamarac

    TAMARAC PORTFOLIOCENTER CLOUD

    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.... learn more about Tamarac

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  • VectorVest

    A Simple Approach to Successful Investing

    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 gives you ANSWERS, not just data. What to buy. What to sell. Most importantly, WHEN. Unbiased, independent answers. Investment guidance provided at a glance o... learn more about VectorVest

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    Entry Level Price
    $4.95 per Year
  • Co-Pilot

    Flyer in action

    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

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  • Comarch Wealth Management

    Wealth management software

    The competitive edge of the 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 ... learn more about Comarch Wealth Management

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  • Derivatas Platform

    Fast, Accurate, Elegant Valuation

    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 Platform

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  • Enfusion

    Breaking boundaries to build agility

    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

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  • 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

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  • Investment Account Manager

    THE SOFTWARE SOLUTION FOR INVESTING

    Safe. Centralized. Secure. 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

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  • JBL Risk Manager

    Ready to manage your risk and control your positions with precision?

    Position Sizing aka Money Management is your first line of defence against catastrophic loss! It is regarded by successful traders to be one of the most important components of any Trading Plan. When you combine intelligent Position Sizing with effective Risk Management and use a Stop Loss, you are planning for your long term trading and/or investment success!... learn more about JBL Risk Manager

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  • MProfit Advisor

    Manage multi-asset client investments with MProfit

    With MProfit, we strive to eliminate the need for unreliable tools & cumbersome spreadsheets that investors often rely on for manual entry & analysis of data. Our solutions are focused on automation and simplicity to help users achieve better investment returns.... learn more about MProfit Advisor

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    Free version
  • NetWorth Advising Platform

    TURNKEY RIA DIGITAL PLATFORM

    Today, RIA firms must quickly respond to the ever-changing needs of its businesses while still remaining operationally efficient. Financial advisors are under growing pressure to up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collaboration, and delivers real... learn more about NetWorth Advising Platform

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  • Perfona

    PERFONA - COMPREHENSIVE INVESTMENT MANAGEMENT SYSTEM

    OpEff was born out of complexities and convolutions of legacy and behemoth systems at larger firms and operational ineffectiveness of smaller firms arising from intimidating technology endeavors thereby relying on Excel spreadsheets. The industry demanded a comprehensive, easy to use system with lowest cost of ownership that meets the standards of present day technologies. OpEff with its products ... learn more about Perfona

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  • Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy to use online platform. Thousands of investors and financial advisors in India now u... learn more about Portfolio Tracker

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  • Portfolio Trader

    Professional Portfolio Management

    Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.... learn more about Portfolio Trader

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  • RADAR

    The Next Chapter in Portfolio Management

    Transfer files, upload documents, and deliver portfolio performance and tax consideration information to clients within seconds through our easy to use client portals. Tell your story and validate your value to clients through transparency.... learn more about RADAR

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  • Reporting.VC

    SETTING NEW STANDARDS

    Reporting.VC - the portfolio management tool for VC and PE - optimizes and structures the exchange of information between all users. As a result, all people involved have more time available for their core tasks. And that with higher data quality at the same time.... learn more about Reporting.VC

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  • Sharesight

    Simply the best stock portfolio tracker for investors.

    Keeping track of investments used to be a hassle. Sharesight makes it simple. Want automatic holding updates, with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight in a nutshell.... learn more about Sharesight

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    Free version
  • StockwarePro

    Getting Started

    StockwarePro has unique technical analysis and portfolio management tools to reliably predict market movement. Technical indicators provide you early signals on when to enter or exit the market so as to maximize the profit. StockwarePro has developed a unique indicator called Franklin Oscillator that does exactly this in an uncomplicated way, especially for non-professional investors. Please see ... learn more about StockwarePro

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  • TradeBase MX

    TradeBase MX - State-of-the-art trading and market making

    tick Trading Software AG is proud to introduce its latest extension to its acclaimed TradeBase MX Platform, the TBMX Market Making View. Customers can now choose to enter native quotes on XETRA and Vienna Stock Exchange via TradeBase MX.... learn more about TradeBase MX

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  • Toggle

    TOGGLE Portfolio, an X-ray for your holdings

    TOGGLE was born out of a frustration while managing portfolios at Duquesne Capital, Fortress, Brevan Howard, and AllianceBernstein. We had access to a rapidly expanding universe of data, but the tools to turn this mountain of data into useful insights couldn't keep up. Tired of the same old spreadsheet tables & pie charts, it felt like we could never unlock the full value. We came together to buil... learn more about Toggle

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  • Vidrio Financial

    Fund Management Solutions Created by Investors, for Investors

    Vidrio Financial is the first Technology Enabled Service for allocators — providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve complex fund management problems, improve operational efficiency and reduce risk for multi-asset-class portfolio investors. Our clients are the world’s premier allocators to external managers.... learn more about Vidrio Financial

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  • QUO

    CENTRALISE YOUR ENTIRE WORKFLOW WITH ONE TRADE-READY WEALTH PLATFORM

    Built with the award-winning TradeSmart® technology, QUO combines innovation, true expertise and unrivalled industry experience to deliver a best-in-class wealth management solution. Brought to you by TradingScreen, QUO is a cloud-based platform for banks and wealth organisations.... learn more about QUO

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  • Ledgy

    Equity done right

    When companies scale, equity plan management becomes a full-time job, cap tables start to become error-prone, which increases legal and accounting costs significantly. Creating specific data reports and signing processes can slow down finance and HR teams.... learn more about Ledgy

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    Free version
  • Macroaxis

    The world's most powerful wealth optimization platform

    Never invested in equities or cryptocurrencies before? Don't worry - whether you are totally new to investing or not, Macroaxis will help you originate portfolios specifically personalized against your unique investment preferences, risk attitude and budget constraints. The bottom line is that you can apply the power of Macroaxis to all of your portfolios instantly -- lock in positions that outper... learn more about Macroaxis

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  • Trademetria

    Better trading starts with better data

    I am not as fancy and rich as I look, but I love this picture because it was one of the coolest moments of my trading career. I visited the NYSE floor and of course I had to dress up to get in. I am a computer science graduate turned full time trader and owner of Trademetria. I started trading back in 2001 when my college buddy recommended buying INFA (Informatica). I bought 200 shares at $14 a... learn more about Trademetria

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  • FamilyWealthGuru

    You work hard building your wealth FamilyWealthGuru puts you on Top of the Game!

    FamilyWealthGuru offers Portfolio Aggregation with Automatic Mark-to-Market. An unbeatable combination of data security, zero manual work, no more spreadsheets and slice & dice capability. Ideally suited for Family Offices, External Asset Managers and Fund Managers. With direct Import from Contract Notes and Statements, FamilyWealthGuru is fully integrated with FACT ERP.NG: Portfolio Aggregation ... learn more about FamilyWealthGuru

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  • PortfolioPathway

    Comprehensively Simple.

    Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more. We continue to innovate based on our customer needs.... learn more about PortfolioPathway

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  • PerTrac

    New Research: Quarterly Institutional Intelligence

    eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.... learn more about PerTrac

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  • MyStockPortfolio

    Powerful Portfolio Management and Recordkeeping for Stocks, Mutual Funds, ETFs and More

    Investors need to manage their holdings on an ongoing basis in order to get early warning signs of potential fundamental problems with their holdings, as well as accurate recordkeeping to measure performance and gains/losses for tax-related portfolio decisions. MyStockPortfolio offers the necessary fundamental data you need to make smarter portfolio decisions.... learn more about MyStockPortfolio

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  • Fund Manager

    Fund Manager is powerful portfolio management software

    Fund Manager is powerful portfolio management software. Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor. Compare these products to find the Fund Manager program that's right for you.... learn more about Fund Manager

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  • Aumni

    The Problem

    Learn from this experienced panel about the changing LP demands as it relates to diversity expectations, improved portfolio analytics, and SEC registration.... learn more about Aumni

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  • WeAdvise

    AN EASY-TO-INTEGRATE SOLUTION FOR DIGITAL AND HYBRID BUSINESS MODELS

    As an independent B2B provider our objective is to develop the leading technology platform for modern investments through the use of a straightforward, user-friendly customer interface. We believe in a model of hybrid advice, i.e. a model that combines personal relations with digital tools. ... learn more about WeAdvise

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