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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 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 his client, with features such as Billing and Invoicing, Multi-Currency Support, and Portfolio Re-Balancing and Accounting, among others.

How Can You Choose the Best Stock Portfolio Management Software?

The essential stock portfolio management solutions have the right features, price, and technical functions. Goodfirms’ exceptional list of options should help you make the right choice.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Dec 31, 2025
100 Software

List of The Best Stock Portfolio Management Software

  • MarketBrowser

    When you make your own decisions, you need the best tools For 20 years, Leading Market Technologies has worked with the world's top investment firms to create best-of-breed software for researching, analyzing, ... read more about MarketBrowser

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Technical Analysis

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • MIMICS Portfolio Management

    MIMICS Portfolio Management software modules offer powerful and flexible out-of-the-box solutions for managing your business’ portfolio needs. Get up and running quickly with our software’s many configurable options that easily adapt for ... read more about MIMICS Portfolio Management

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Misys FusionInvest

    Fusion Invest answers the pressing concern of portfolio and investment managers today: performing better in a market that’s becoming ever more complex and highly regulated. This leading solution for investment management ensures ... read more about Misys FusionInvest

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • EquityStat

    EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. We found that the existing tools necessary to track, manage and financially evaluate investments ... read more about EquityStat

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

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

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Allvue

    Allvue offers innovative alternative investment solutions that represent a new standard in the credit and equity markets. We help our clients make better investment decisions, enable deeper relationships with their investors and ... read more about Allvue

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Stock Portfolio Management Software

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

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Arbor Portfolio Manager

    Arbor software makes managing investments as easy as possible; delivering sophisticated fund administration, simplifying investment decisions and improving operational processes, for both traditional and digital securities. Our flexibility in integration, stable performance ... read more about Arbor Portfolio Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Adaptive Modeler

    Altreva specializes in financial time series forecasting and market simulation software. We use innovative technology such as agent-based market simulation models and evolutionary computing to create adaptive, evolving and self-learning market modeling ... read more about Adaptive Modeler

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Axys

    Axys automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Industry standard portfolio management and reporting. Portfolio accounting and reporting system that brings speed, accuracy, and simplicity ... read more about Axys

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Stock Portfolio Management Software

    Features
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Tier1

    Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ ... read more about Tier1

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts

    Key Details
    Industries
    • Capital-markets
    • Investment-banking-venture
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • ProTrak International

    investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms, and wealth managers. Manage your sales pipeline and investor relations, create reports / mass ... read more about ProTrak International

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Stock Portfolio Management Software

    Features
    • Client Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • AtomInvest

    AtomInvest provides next-generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for ... read more about AtomInvest

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Stock Portfolio Management Software

    Features
    • Client Management
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • AlternativeSoft

    AlternativeSoft is an award-winning analytical software specialising in funds selection, portfolio construction, funds fact sheet, portfolio reporting, portfolio management with hedge funds and private equity funds and, finally, funds due diligence. AlternativeSofts ... read more about AlternativeSoft

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Backstop

    Backstop is powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. From ... read more about Backstop

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Technical Analysis

    Key Details
    Industries
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • TSIMAGINE

    TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better ... read more about TSIMAGINE

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • Everysk

    Everysk enables money managers of any size with a multi-asset risk engine integrated with an automation platform. Our clients can establish robust and repeatable risk processes, design custom dashboards, and our fully ... read more about Everysk

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Stock Portfolio Management Software

    Features
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • EQ Execution Tools

    Volume forecasting, trade analytics, and market impact modeling tools for stockbrokers and fund managers.

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Kase StatWare

    Kase StatWare is a technical analysis trading indicator package developed by the acclaimed market technician and former energy trader Cynthia A. Kase StatWare’s self-optimizing indicators help professional and individual traders to form ... read more about Kase StatWare

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Get Free Trial
    Visit website

  • QuantRisk

    QuantRisk is a leading provider of integrated cutting-edge high-performance Trading, Analytics, Risk Management, and Optimization software systems. Dual on-site cloud platform. QuantRisk high-performance brand new Java-based Energy Trading & Risk Platform is ... read more about QuantRisk

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • RiskRunner FX

    The platform is designed to be the central information portal for the trading desk, aggregating data from external and internal sources, such as ECNs, Price Feeds, and Risk/Analytics Engines. It is specifically ... read more about RiskRunner FX

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Portfolio Accounting
    • Portfolio Rebalancing

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • optionDash

    OptionDash provides tools for Income Investors like Covered Call Screener and Cash Secured Put Screener. Powerful Stock Scoring Systems for Quick Decisions. Screen stock and option data to find income-producing covered call ... read more about optionDash

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Webinars

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Visit website

  • StockGeist

    StockGeist is an interactive and user-friendly platform that provides real-time stock market sentiment monitoring of 2200+ companies textual information mentions on social media platforms and news articles. The sentiment is reported as ... read more about StockGeist

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Visit website

  • PYTHEOS

    PYTHEOS is designed for companies or public organizations wishing to have a 360° vision of the progress of the actions carried out by their employees and partners. Structured according to strategic focuses ... read more about PYTHEOS

    Entry Level Price
    Contact vendor
    Free Trial
    More than 30 days
    Pricing Type
    Per User
    15% in Stock Portfolio Management Software

    Features
    • Billing & Invoicing
    • Client Management
    • Portfolio Rebalancing
    • Stock Alerts

    Key Details
    Industries
    • Automotive
    • Building-materials
    • Construction
    • Education-management
    • Food-production
    • Higher-education
    • Hospital-health-care
    • Management-consulting
    • Mechanical-or-industrial-engineering
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Support Days
    Training
    • Webinar
    • In-person
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Portseido

    Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and ... read more about Portseido

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Flat Rate
    50% in Stock Portfolio Management Software

    Features
    • Billing & Invoicing
    • Client Management
    • Data Warehousing
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Blog
    • Help Center
    • Degiro Portfolio Tracker
    • Trading 212 Portfolio Tracker
    • Dividend Tracking
    • IBKR Portfolio Tracker

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Visit website

  • Deltabadger

    Deltabadger is a platform and community for financial freedom seekers, people that want to retire early and don't want to trade, but they still want to invest in a smart way into ... read more about Deltabadger

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    33% in Stock Portfolio Management Software

    Features
    • Order Management
    • Portfolio Rebalancing
    • Risk Management
    • Technical Analysis

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guide

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page
    Visit website

  • Stocks-Expert - Financial Calculators & Tools

    Stocks-Expert is a comprehensive financial platform that provides powerful investment calculators and stock analysis tools for investors, and finance enthusiasts. Whether you're managing personal finances, analyzing investment returns, or planning for retirement, ... read more about Stocks-Expert - Financial Calculators & Tools

    Entry Level Price
    Free version
    Free Trial
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    Pricing Type
    Free
    34% in Stock Portfolio Management Software

    Features
    • Technical Analysis

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
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    • Free
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  • iPNOTE

    iPNOTE is an AI-powered chat-based intellectual property assistant that operates on a comprehensive global IP platform. Using AI and integrations with a wide range of databases and services, iPNOTE can automatically suggest ... read more about iPNOTE

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Portfolio Rebalancing
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    • Technical Analysis
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    Industries
    • Design
    • Legal-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
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    • Email
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    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
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  • LabhTark

    LabhTark is a Web Based Tool, which assists stock traders to analyse any stock or Indices using various integrated AI tools reducing time and effort of a trader while making any decision ... read more about LabhTark

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    10% in Stock Portfolio Management Software

    Features
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Market-research
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Free
    Vendor pricing page Try Software Demo Get Free Trial
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  • SuperTrader

    SuperTrader is an automated trading journal that connects to your brokers and exchanges, tracks your trades in real time, and gives you insights to improve your performance. If you’re trading stocks, crypto, ... read more about SuperTrader

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Billing & Invoicing
    • Client Management
    • Multi-Currency Support
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management

    Key Details
    Industries
    • Internet
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Sirius Investors

    Sirius Investors is a free, all-in-one investment research platform built for both beginners and experienced traders. It combines AI-driven analysis, technical indicators, and curated market news to help users make smarter decisions ... read more about Sirius Investors

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Stock Portfolio Management Software

    Features
    • Billing & Invoicing
    • Data Warehousing
    • Multi-Currency Support
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Financial-services
    • Investment-banking-venture
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    • Documentation

    Packages
    Pricing Type
    • Free
    Vendor pricing page
    Visit website

  • Stoxo

    In today’s fast-paced financial world, traders and investors are constantly searching for smarter, faster, and more reliable ways to analyze the stock market. Traditional methods of market research, chart reading, and manual ... read more about Stoxo

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Per User
    10% in Stock Portfolio Management Software

    Features
    • Risk Management
    • AI Features

    Key Details
    Industries
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    Support
    • Email
    • 24x7 Support

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

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