Best Stock Portfolio Management Software

Dion is a fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments. 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 w ... read more about Portfolio Tracker

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. ... read more about Portfolio Trader

Pulse is the most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients. 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. ... read more about Pulse

REPORTING.VC - the portfolio management tool for VC and PE - optimizes and structures the exchange of information between all users. REPORTING.VC involves all parties in portfolio management and investment management. As a result, all people involved have more time available for their core tasks. And that with higher data quality at the same time. REPORTING.VC not only gives you more freedom - REP ... read more about REPORTING.VC

Sharesight is a versatile stock portfolio management software used by investors of all levels, from beginners to experienced traders. It is an excellent tool for tracking your investments, analyzing your performance, and making informed investment decisions. Sharesight can help you improve your investment returns by providing the tools you need to make informed investment decisions. It can also he ... read more about Sharesight

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. ... read more about StockwarePro

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. The tick-TS Cloud keeps your infrastructure costs to a minimum while offering you the greatest possible efficiency and maximum convenience. ... read more about TradeBase MX

TOGGLE sifts through billions of real-time data points so you can make your next move with confidence. 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 build useful tools we actually wa ... read more about Toggle

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. ... read more about Vidrio Financial

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. ... read more about QUO

Ledgy is the leading equity management solution for high-growth scale-ups and their investors. The fastest and easiest way for international teams to manage equity. 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 ... read more about Ledgy

Macroaxis is the world's leading portfolio optimization platform, used by fintech enthusiasts and investment professionals around the globe. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wea ... read more about Macroaxis

Trademetria is all-in-one trading journal software for traders and investors. The most important trading tool of your career is finally here. Manage every cent that goes into your trading business with our Trademetria for Manager solution. Reduce your research time by visually navigating through your entry and exit trading points. All in one trading journal, portfolio tracker, back office and tra ... read more about Trademetria

Family Wealth Guru provides you with accurate real-time view of your investment portfolio without minimal manual work. 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. ... read more about FamilyWealthGuru

intelliflo portfolio 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. It is a cloud-based wealth management platform, empowering fi ... read more about intelliflo portfolio

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. ... read more about PerTrac

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. ... read more about MyStockPortfolio

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. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track ... read more about Fund Manager

Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to created a structured data source from your existing investment manager partners and prospects ... read more about DiligenceVault

DOMOS is the one-stop-shop solution that allows you to concentrate on bringing added-value to your clients by automating a maximum of tasks and processes, allowing tailored approaches (e.g. Risk Management), and easing the reporting to your clients in a professional, designed and automated way. You need to provide your funds with the necessary substance, skills and systems for performing Portfoli ... read more about DOMOS

EFADRIN is our buy-side SaaS platform. It sits at the heart of its customers’ front and middle office operations. It was born from the fact that every fund manager and family office creates and maintains a plethora of excel spreadsheets. Often these have been downloaded from other systems and then modified and then linked to real time data feeds using market data vendor add-ins. EFADRIN will tak ... read more about EFAdrin

Finfox is the consultant's digital workplace. Here, customer portfolios are monitored, discussion opportunities generated, investment proposals prepared and centrally controlled. Finfox is your new tool for the workplace. Manage all customer relationships centrally and monitor associated portfolios. All important information is available at any time via the dashboard and allows access to specific ... read more about FINFOX

Providing an integrated and innovative suite of tools, including an engaging client portal, focus:adviser enables you to deliver a proactive, client-centric advised service. Configured during the implementation phase to meet the needs of your organisation, focus:adviser flexes to help you generate a client-base with the potential to migrate to higher value services as their wealth grows. foc ... read more about focus:adviser

Formula Stocks Intelligent investing with a technological advantage. Our strategy finds and invests in wonderful growing companies selling for less than they are worth. Intelligent portfolio management is designed to build wealth through a model portfolio that you can easily replicate. We systematically buy low and sell high, combining higher reward with lower risk. You can also pick better stocks ... read more about Formula Stocks

We develop our software to support the services we offer, making sure you only receive the technology you need, rather than functionality you may never use. ... read more about Fortress

The FIS™ Digital Visualization Portal blends powerful analysis, automated integration and an innovative dashboard for asset managers and fund administrators. The solution supports your data requirements across the front, middle and back office, offering a centralized view of data, advanced computing capabilities for smarter and faster analysis, and an intuitive user experience. ... read more about FIS Digital Visualization

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software ... read more about MoneyWare

In 2017, a group of market makers and traders realized there was a huge gap in the analytics market when it came to analytics around ETF liquidity. They set out to develop tools for the capital markets teams at ETF issuers, to help them better navigate the markets. The liquidity tools, which include our TruLiquidity ETF scoring, quickly expanded to include more tools to help answer complex quan ... read more about ETFLogic

Clients of IBS include publicly and privately held companies, private equity funds, hedge funds, private banking institutes and family offices. IBS offices are based in Lugano, Switzerland. Thanks to its multicutural background, IBS is able to relate in English, Italian, French and German. All our software products produce reports in the above four languages (others can be custom defined), where ... read more about IBS-Pams