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Stock Portfolio Management Software
Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments.
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Track your trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker.
Learn more about Sharesight
Sharesight is an award-winning investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place.
You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more.
All while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Learn more about Dolibarr
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Enterprise-grade Financial Modeling tools for Excel and PowerPoint. Create complex models and branded presentations quickly.
Financial modeling productivity tools for Excel and PowerPoint. Get more done in Microsoft 365. From spinning up complex financial models & reports to creating branded presentations.
Teams of 10 save 1,500 hours and $100K in productivity gains annually.
Plans start at $13/mo. Start your free trial today at https://macabacus.com/free-trial
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Local product
ESOP management tool that helps digitize employee's vesting schedules.
ESOP management tool that helps digitize employee's vesting schedules.
Learn more about WOWS ESOP
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data.
As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, EODHistoricalData.com and Quandl for live financial data.
It is distributed as an Excel Add-in and is fully integrated with Excel, providing a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies and cryptocurrencies.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Websoftware for monitoring action plans
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 or processes, the objectives of the action plans are measured by Operational KPIs
The action plans are themselves broken down into projects and operational actions.
-Each action leader monitors their roadmap in real time
- Monitoring the progress of actions by priority and by status
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.
TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.
TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity.
Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement. Learn more at NitrogenWealth.com.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers.
Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.
With offices in Sydney, Boston, Paris and Beirut, the H
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.
Learn more about Active Trader Pro
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
xtb is a trading platform that offers numerous asset classes, streamlined operation, and a clear layout for traders.
xtb is a platform that specializes in trading. On the xtb portal, users can access and trade in a large number of global markets. Various supervisory authorities monitor xtb, including the Financial Conduct Authority. The platform also offers its users a trading academy, where instructional material is available to get novices started with trading and expand advanced users' knowledge.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Restaurant system that offers electronic command, POS, digital menu, Administrative, delivery and more integrations.
The Simpliza restaurant system was created to automate your management, simplify your routine and automate your way of selling!
Simpliza offers electronic command, POS/Cashier Front, digital menu, Administrative, delivery with iFood integration, Omie + Simpliza integration and integration with Goomer Go.
One of the advantages of Simpliza is its values, offering a free plan that does not require a credit card to sign up.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants.
Quoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table.
Quoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings.
Learn more about Quoroom
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
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.
Learn more about Stock Portfolio Organizer
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Tykr is a stock screener and informational platform that helps manage investments.
Tykr is a stock screener and education platform all-in-one. It guides you throughout your entire investing journey and helps you reduce risk and manage your own investments.
Tykr has an easy-to-understand rating system that clearly informs you on why a stock is rated On Sale (potential buy), Watch, or Overpriced (potential sell). This gives you the confidence to move forward and positions you as the expert when you share this knowledge with family, friends, and other investors.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Learn more about iBalance
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
ReconAdvantage is our flagship product. It is an ultra-flexible, modular portfolio management platform that offers solutions for shadow accounting, performance measurement, client reporting, risk management, shareholder accounting and outsourced portfolio accounting. Underpinned by the industry’s most knowledgeable and dedicated client service organizations, It has been relied upon by hundreds of world’s most sophisticated fund administrators and asset managers for over 25 years.
Learn more about PortfolioShop
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Our mission is to democratise Wall Street and give everyone access to the strategies traditionally confined to financial institutions.
Quantitative investing has a large barrier to entry. Requiring a lot of financial and coding experience, capital and time. Aikido Finance aims to answer this problem. We provide a catalog of quantitative strategies which allow users to create a portfolio in less than 5 minutes. We want to level the playing field and give everyone access to Wall Street's best strategies.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
SimCorp software streamlines operations for asset managers, pension funds, and insurance firms.
SimCorp is an investment management software company that provides solutions for portfolio management, trading, compliance, performance management, risk analysis, investment operations, data management, and client reporting. Their integrated platform and business services aim to help asset managers, pension funds, insurance firms, and other financial institutions simplify operations and uncover new opportunities.
Learn more about SimCorp Dimension
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears.
InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears.
Learn more about InvestingPro
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Innovative multi-asset trading platform with revolutionary design and technological stack meeting all top requirements of the industry
Unity platform can provide access to trading with any asset classes (forex, indices, commodities, cfds, equities, bonds, crypto, etc) on various markets in a single interface. The platform is constantly evolving and is fully customisable to the clients' needs. Unity has a full-featured trading terminal, middle and back-office infrastructure, mobile applications available both for iOS and Android. Discover all necessary features for your clients' trading inside a user-friendly environment.
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.
Learn more about VectorVest Canada
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time.
Learn more about iLEVEL
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental
Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented.
Learn more about Cubits
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.
Learn more about EquityStat
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.
Learn more about Tamarac
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
StockMarket Plus is an Easy-To-Use portfolio management software for any investor.
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 your investment portfolio, StockMarket Plus is designed to simplify and automate the process!
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Wealthsimple Trade is an application that supports traders and apprentice traders in buying and selling stocks.
Wealthsimple Trade is a tool for people interested in stock trading. It allows users to create simple accounts and provides various functions, including price alerts, a real-time overview of different quotes, and support or advice for traders who make their own choices. Wealthsimple Trade offers users an opportunity to view appropriate statistics before investing in company shares or trading their favorite cryptocurrencies.
Learn more about Wealthsimple Trade
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Front-to-Middle Office Solution that consolidate systems and elevate portfolio data quality.
Best investment workflows in the cloud.
Front-to-Middle Office Solution that cover:
- order management inc rebalancing
- portfolio management inc cash and exposure simulations
- pre- and post-trade compliance
- real time monitoring inc exposures, analytics and P&L
- trade matching & affirmation
- risk management & performance attribution
- asset lifecycle & recon
Limina was founded by former investment managers that set out to create a solution to the challenges they faced.
The solution is engineered in Sweden and delivered globally.
Learn more about Limina IMS
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Learn more about The Imagine Trading System
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions.
The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.
Learn more about Ledgex
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Desktop based investment software for portfolio management.
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.
Learn more about Investment Account Manager
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.
Learn more about Portfolio Trader
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for venture capital and PE funds.
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for VC and PE funds. Derivatas has long been a leader in full-service valuations for VC funds and 409A valuations for startups. Now we license our powerful software directly to funds so they can save time and money by doing it themselves. The most fully featured software in the market, yet user friendly and value priced. Derivatas is a proud partner of the National Venture Capital Association.
Learn more about Derivatas
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Platform that serves banks, financial services & insurance organizations in investment management.
Platform that serves banks, financial services & insurance organizations in investment management.
Learn more about ZagTrader
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.
Learn more about Excella Trader
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives.
Built for investors by investors, Vidrio’s software and managed data services are designed for institutional investors who allocate a significant portion of their investments externally to managers of Hedge Funds, Private Equity, Private Credit, Venture Capital, Real Estate and Liquid Alts. Originally built out of necessity as a proprietary platform.
Vidrio was launched as a separate commercial venture in 2011, serving some of the leading global Asset Owners, Fund of Funds and OCIOs.
Learn more about Vidrio Financial
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
XT-Erp is aimed at VSEs - SMEs and facilitates the transition to the digital age!
XT-ERP is designed to free you from all technical constraints and enable you to be connected anywhere. The technology used allows you to quickly integrate new laws and procedures (RGPD, anti-fraud law, etc.), it allows you to integrate your ongoing changing needs. Natively, XT-ERP is multilingual, multi-currency and manages your subsidiaries.
Learn more about XT-ERP
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Cloud-based tool that facilitates the trading and analysis of financial products, such as stocks, options, futures, and currencies.
Cloud-based tool that facilitates the trading and analysis of financial products, such as stocks, options, futures, and currencies.
Learn more about Benzinga Pro
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Learn more about ATWeb
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Learn more about Pulse
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds.
AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading funds.
Centralized portfolio management is enabled through automatic download of balance and transaction data from all Cash and Prime Broker accounts in a Funds system, interrelating multiple Prime, DVP and Cash account activity via patent-pending automatic transaction matching algorithms.
Learn more about AccounTrex
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.
Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.
Learn more about Perfona
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting, outsourced fund services and a data warehouse.
Learn more about Integrata
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Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.
Learn more about Fund Manager
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.
Learn more about StockwarePro
Features
- Portfolio Accounting
- Tax Management
- Portfolio Management
- Stock Management
