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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.
Provider
Stock Portfolio Organizer
Located In
Australia
Foundation
2015
Open API
Unverified
Training
Documentation
Investment managers, Investment management companies, asset managers, Individual investors
Content Source: Stock Portfolio Organizer
Green rating bars show the winning product based on the average rating and number of reviews.
Stock Portfolio Organizer Reviews
"Excellent stock portfolio management tool!"
Overall: Excellent portfolio manager! Support has been amazing so far.
Pros: Very well designed program that lets me track and organize my investments how I want. Very comprehensive list of performance metrics. It also lets me see my profit/loss figures with dividend income, which I find extremely useful.
Cons: Does not let me backup my data to the cloud automatically. I have to do this manually, which can be a pain sometimes.
Vendor Response
"Stock Portfolio Organizer"
Overall: Bought this program to consolidate multiple portfolios with different brokers and it has worked very well for that so far.
Pros: Ability to track CFD's and Forex trades which was missing from other programs I tried. Also the data importer was very easy to use and setup to import from multiple different brokers.
Cons: No ability to import dividends. Manually importing dividends can be tedious.
"Reasonable prices software for smaller portfolios"
Overall: Nothing special, but just a quick at a glance tool.
Pros: The price point for this software is reasonable for those with smaller portfolios who like to keep an eye on things but not be overwhelmed
Cons: Its difficult to import data for stocks owned in other countries, mostly focuses on NYSE, not overseas markets
"Spend money to make money"
Pros: SPO is good as a one stop shop for monitoring your financial activities and investments. You can run off all sorts of data about your financial performance without too much effort and see at a glance many key metrics.
Cons: The price is a bit steep, I used the free trial and found it similar to cheaper competitors.
"Easy to Use, Performs as It States, Free Trial Great Way to Check it Out"
Overall: I have checkout out how my penny stocks are doing, and its fun, and easy.
Pros: I have played around with penny stocks for a few years. Some hits, mostly misses...this great tool helps me see the actual performance and make better decisions as to hold, sell or buy. The free trial is great and from what I can tell, the pay for version is well worth it.
Cons: I have not gone further than a novice's use but I'm impressed and I'm thankful that there is a free trial to see what it is all about. Its a great organizational and information tool...no negatives to state.
Vendor Response
