Stock Portfolio Management Software

Find the best Stock Portfolio Management Software for your business. Compare product reviews and features to build your list.

What is Stock Portfolio Management Software?

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StockMarketEye

by TransparenTech

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android. Learn more about StockMarketEye

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android. Learn more about StockMarketEye

FinFolio

by FinFolio

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio

ReconAdvantage

by PortfolioShop

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Learn more about ReconAdvantage

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Learn more about ReconAdvantage

iBalance

by softTarget

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Learn more about iBalance

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Learn more about iBalance

CubitBlack

by Synertree CMS

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental Learn more about CubitBlack

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental Learn more about CubitBlack

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. Learn more about Asset Manager

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. Learn more about Asset Manager

Ledgex

by Ledgex

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. Learn more about Ledgex

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. Learn more about Ledgex

ATWeb

by Archway

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries. Learn more about ATWeb

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries. Learn more about ATWeb

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Learn more about Comarch Wealth Management

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Learn more about Comarch Wealth Management

Self valuations and portfolio analysis for venture capital and PE funds. Learn more about Derivatas Platform

Self valuations and portfolio analysis for venture capital and PE funds. Learn more about Derivatas Platform

EquityStat

by EquityStat

Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting. Learn more about EquityStat

Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting. Learn more about EquityStat

Fund Manager

by Beiley Software

Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation. Learn more about Fund Manager

Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation. Learn more about Fund Manager

HiddenLevers

by HiddenLevers

Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers. Learn more about HiddenLevers

Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers. Learn more about HiddenLevers

Desktop based investment software for portfolio management. Learn more about Investment Account Manager

Desktop based investment software for portfolio management. Learn more about Investment Account Manager

MProfit Advisor

by MProfit Software

Portfolio management and accounting software with AUM reporting for independent financial advisers. Learn more about MProfit Advisor

Portfolio management and accounting software with AUM reporting for independent financial advisers. Learn more about MProfit Advisor

MyStockPortfolio

by ICLUB Central

Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics. Learn more about MyStockPortfolio

Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics. Learn more about MyStockPortfolio

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting. Learn more about NetWorth Advising Platform

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting. Learn more about NetWorth Advising Platform

Perfona

by OpEff Technologies

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms. Learn more about Perfona

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms. Learn more about Perfona

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad. Learn more about Portfolio Trader

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad. Learn more about Portfolio Trader

Stock Portfolio Organizer

by Stock Portfolio Organizer

Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments. Learn more about Stock Portfolio Organizer

Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments. Learn more about Stock Portfolio Organizer

Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors. Learn more about StockMaster

Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors. Learn more about StockMaster

StockwarePro

by StockwarePro

Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points. Learn more about StockwarePro

Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points. Learn more about StockwarePro

Tamarac

by Tamarac

Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately. Learn more about Tamarac

Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately. Learn more about Tamarac

tick Trading Software

by tick Trading Software

tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices. Learn more about tick Trading Software

tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices. Learn more about tick Trading Software

VectorVest

by VectorVest

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely. Learn more about VectorVest

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely. Learn more about VectorVest

Write-Up

by TJPS Software

Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts. Learn more about Write-Up

Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts. Learn more about Write-Up

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What is 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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