# Stock Portfolio Organizer Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Stock Portfolio Organizer Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/reviews --- # Stock Portfolio Organizer Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Stock Portfolio Organizer ## What is Stock Portfolio Organizer? 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. ## What is Stock Portfolio Organizer used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/) Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$149 Per Feature, One Time Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Stock Portfolio Organizer?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.stockportfolioorganizer.com&name=Stock Portfolio Organizer) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Stock Portfolio Organizer 4.8 (5) VS. [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting Price A$149 Per Feature, One Time Starting Price $3000 Per Feature, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (5) Ease Of Use 4.7 (251) Value For Money 5.0 (3) Value For Money 4.8 (241) Customer Service 5.0 (3) Customer Service 4.9 (247) ## Stock Portfolio Organizer alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) [View all alternatives](https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Bonds/Stocks 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Purchase and track both bonds and stocks in the portfolio Commodity Futures 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and trade contracts to transact in tangible goods at a certain price in the future Data Import/Export 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Investments Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Performance Metrics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Stock Portfolio Organizer 9 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Purchase and track both bonds and stocks in the portfolio Track and trade contracts to transact in tangible goods at a certain price in the future Import and export data to and from software applications Used by financial advisors and money managers Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Features 4.4 (5) 4.4 Based on 5 reviews ## Pricing Value for money 5.0 (3) Free Trial Basic A$149.00 Per Feature,One Time Value for money 5.0 (3) 5.0 Based on 3 reviews ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.8 Based on 5 reviews Filter by rating 5(4) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JH Jack H. Senior Technician Higher Education ### "Spend money to make money" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 29, 2021 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AE Anthony E. Owner Information Services ### "Reasonable prices software for smaller portfolios" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 July 15, 2021 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DT Diane T. Self Employed eCommerce Seller Consumer Goods ### "Easy to Use, Performs as It States, Free Trial Great Way to Check it Out" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 30, 2019 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 4, 2019 Thanks for the review. If you run into any problems or need help don't hesitate to reach out to us. AR Anna R. Marketing Financial Services ### "Stock Portfolio Organizer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 3, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RT Rich T. IT Consultant Computer Networking ### "Excellent stock portfolio management tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 10, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 17, 2019 Thank you for the feedback! We are looking at adding cloud backups in a future version. In the meantime we will add a way to make the program and its data portable so you can easily use the software on multiple computers. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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