# Best Stock Portfolio Management Software 2026 | Capterra > Find the top Stock Portfolio Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/stock-portfolio-management-software/ --- # Best Stock Portfolio Management Software ## Sharesight Rating: 3.3 out of 5 (3 reviews) Profile: [Sharesight](https://www.capterra.com/p/207519/Sharesight/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Track your stocks, trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. #### Rating breakdown - Ease of Use: 3.3 out of 5 - Customer Service: 4.5 out of 5 - Features: 3.7 out of 5 - Value for Money: 2.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: A$0.00 Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Portfolio Reporting: 4.5 rating - Historical Reporting: 5.0 rating - Financial Management: 3.0 rating - Portfolio Accounting: 3.0 rating #### Lowest rated features - Cryptocurrency Tracking: 1.0 rating - Data Import/Export: 2.0 rating - Tax Management: 3.0 rating ### Gallery tab Ease of use: 3.3 out of 5 (3 reviews) ### Integrations tab Sharesight connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/207519/Sharesight/#integrations) #### Most popular integrations - Xero: 4.4 rating --- ## PORTAX Profile: [PORTAX](https://www.capterra.com/p/188095/PORTAX-After-Tax-Portfolio-Analysis/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. #### Pros and cons based on reviews Not available #### Starting price Starting price: $89.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Available - Risk Management: Available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Available - For Traders: Available - Client Management: Available - Alerts/Notifications: Not available - Tax Management: Available - AI Copilot: Not available - For Investment Advisors: Available ### Gallery tab --- ## Cash App Rating: 4.2 out of 5 (700 reviews) Profile: [Cash App](https://www.capterra.com/p/246167/Cash-App/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 3.5 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Fast, versatile money transfers - Intuitive and convenient interface Cons: - High risk of scams - Difficult refund process #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Stock Tracking: 4.7 rating - Visual Analytics: 4.8 rating - Multi-Currency: 4.7 rating - Investment Management: 4.6 rating #### Lowest rated features - Stock Management: 4.6 rating - Tax Management: 4.5 rating - Portfolio Reporting: 5.0 rating #### Feature-related review snippet Reviewer: Meegan W. Reviewer details: Education Management, 501-1,000 employees Published: May 11, 2026 > "The interface is clean, fast, and super easy to figure out, even if you’re not great with tech." ### Gallery tab Ease of use: 4.5 out of 5 (700 reviews) #### Related review snippet Reviewer: Andrea C. Reviewer details: Construction, 1-10 employees Published: March 27, 2026 > "I like that I can easily transfer money to my children via Cash App and that it gives me the ability to see what they are spending their money on." ### Integrations tab Cash App connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/246167/Cash-App/#integrations) #### Most popular integrations - PayPal: 4.4 rating #### Integrations-related review snippet Reviewer: Michelle D. Reviewer details: Retail, 1-10 employees Published: May 9, 2025 > "I like that it is now being integrated as a payment solution through many payment interfaces" --- ## Similarweb Rating: 4.6 out of 5 (261 reviews) Profile: [Similarweb](https://www.capterra.com/p/148472/SimilarWeb-Pro/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Similarweb is a software & data company specializing in web & app analytics, web traffic, competitive intelligence and performance. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Robust competitor benchmarking tools - Comprehensive actionable market insights Cons: - Inconsistent data for smaller sites - High cost for full access #### Starting price Starting price: $125.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Portfolio Management: Not available - Portfolio Accounting: Available - Risk Management: Not available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Not available - For Traders: Not available - Client Management: Not available - Alerts/Notifications: Available - Tax Management: Not available - AI Copilot: Not available - For Investment Advisors: Not available #### Feature-related review snippet Reviewer: Yuri L. Reviewer details: Marketing and Advertising, 51-200 employees Published: April 16, 2026 > "All wrapped in a young framework, and great UI & UX" ### Gallery tab Ease of use: 4.6 out of 5 (261 reviews) #### Related review snippet Reviewer: Caterina V. Reviewer details: Market Research, 1-10 employees Published: April 27, 2026 > "We use them both to feed data into Looker Studio and to support integration with an internal software solution we are currently developing, which makes Similarweb even more important within our workflow." ### Integrations tab Similarweb connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/148472/SimilarWeb-Pro/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.7 rating - Google Sheets: 4.5 rating - Google Analytics 360: 2.0 rating - HubSpot CRM: 5.0 rating - Amazon S3: 4.7 rating - Salesforce Marketing Cloud: 4.2 rating #### Integrations-related review snippet Reviewer: Caterina V. Reviewer details: Market Research, 1-10 employees Published: April 27, 2026 > "We use them both to feed data into Looker Studio and to support integration with an internal software solution we are currently developing, which makes Similarweb even more important within our workflow." --- ## Dolibarr Rating: 4.5 out of 5 (106 reviews) Profile: [Dolibarr](https://www.capterra.com/p/159500/Dolibarr-ERP-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Open source solution for all around business management from customers and orders to invoicing and inventory. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 3.7 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €9.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Portfolio Management: Not available - Portfolio Accounting: Not available - Risk Management: Not available - Stock Management: Available - Financial Analysis: Not available - Portfolio Rebalancing: Not available - For Traders: Not available - Client Management: Available - Alerts/Notifications: Available - Tax Management: Available - AI Copilot: Not available - For Investment Advisors: Not available ### Gallery tab Ease of use: 4.3 out of 5 (106 reviews) #### Related review snippet Reviewer: Nicolas K. Reviewer details: Public Safety, 1-10 employees Published: September 5, 2024 > "Of course the first thing we love is that it’s completely free!" ### Integrations tab Dolibarr connects with 13+ software tools. [See all integrations](https://www.capterra.com/p/159500/Dolibarr-ERP-CRM/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Mailchimp: 4.5 rating - Google Analytics 360: 4.7 rating - Google Calendar: 4.8 rating - Brevo: 4.6 rating - Stripe: 5.0 rating #### Integrations-related review snippet Reviewer: Ahouab A. Reviewer details: Information Technology and Services, Self-employed Published: May 29, 2023 > "All integrated with modulesLove all of it" --- ## Macabacus Rating: 4.7 out of 5 (85 reviews) Profile: [Macabacus](https://www.capterra.com/p/10011368/Macabacus/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $200.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 4.0 rating #### Feature-related review snippet Reviewer: Will E. Reviewer details: Information Technology and Services, 201-500 employees Published: August 16, 2023 > "It is far easier to use than the native Office presentation functionality, and allows for the easy creation of impactful & persuasive visuals." ### Gallery tab Ease of use: 4.5 out of 5 (85 reviews) #### Related review snippet Reviewer: Jason W. Reviewer details: Banking, 5,001-10,000 employees Published: February 5, 2025 > "Macabacus saves me time on Excel and PPT by providing shortcuts to functions that otherwise would take up a large amount of time," ### Integrations tab Macabacus connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/10011368/Macabacus/#integrations) #### Most popular integrations - Microsoft PowerPoint: 4.8 rating - Microsoft Excel: 4.8 rating - Microsoft 365: 4.6 rating - Microsoft Word: 4.7 rating - Microsoft Azure: 4.6 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Electrical/Electronic Manufacturing, 11-50 employees Published: August 9, 2023 > "For powerpoint, I utilize the formatting shortcuts daily and find it to be the most useful tool." --- ## HiddenLevers Rating: 4.3 out of 5 (58 reviews) Profile: [HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $300.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Not available - Risk Management: Available - Stock Management: Not available - Financial Analysis: Available - Portfolio Rebalancing: Available - For Traders: Available - Client Management: Available - Alerts/Notifications: Not available - Tax Management: Not available - AI Copilot: Not available - For Investment Advisors: Available #### Feature-related review snippet Reviewer: Danny D. Reviewer details: Financial Services, 1-10 employees Published: August 5, 2020 > "Customization in great details (building custom portfolios for stress testing). " ### Gallery tab Ease of use: 3.8 out of 5 (58 reviews) #### Related review snippet Reviewer: Kory F. Reviewer details: Financial Services, 11-50 employees Published: August 19, 2020 > "Integrations with our performance and financial planning software allows us to easily bring in live data in for clients, saving time and effort in maintaining consistency across platforms." ### Integrations tab HiddenLevers connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/179454/HiddenLevers/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Redtail CRM: 4.1 rating --- ## Seeking Alpha Rating: 4.3 out of 5 (43 reviews) Profile: [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $29.99 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Financial Analysis: 4.9 rating - Risk Management: 4.6 rating - Risk Analysis: 4.8 rating - Historical Reporting: 4.9 rating #### Lowest rated features - Data Import/Export: 4.3 rating - Cryptocurrency Tracking: 4.0 rating - Portfolio Accounting: 4.6 rating - Watch List: 4.6 rating #### Feature-related review snippet Reviewer: Ethan S. Reviewer details: Hospital & Health Care, 10,001+ employees Published: August 4, 2022 > "The interface is very easy to use and the ability to link your portfolio to see live updates is very helpful." ### Gallery tab Ease of use: 4.4 out of 5 (43 reviews) #### Related review snippet Reviewer: Leah G. Reviewer details: Automotive, 1-10 employees Published: September 25, 2024 > "It all helps in making well-rounded investment decisions." --- ## Excel Price Feed Rating: 4.8 out of 5 (33 reviews) Profile: [Excel Price Feed](https://www.capterra.com/p/194120/Excel-Price-Feed/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Portfolio Rebalancing: 5.0 rating - Risk Management: 4.5 rating - Stock Tracking: 5.0 rating - Portfolio Management: 5.0 rating #### Lowest rated features - For Traders: 5.0 rating - Watch List: 5.0 rating - Financial Analysis: 5.0 rating #### Feature-related review snippet Reviewer: Efe C. Reviewer details: Banking, Self-employed Published: October 6, 2022 > "Great team, great support, constant development, ease of use (very good and simple user guides) , high quality streaming performance, very very high price/performance for the product." ### Gallery tab Ease of use: 4.8 out of 5 (33 reviews) #### Related review snippet Reviewer: David T. Reviewer details: Banking, 501-1,000 employees Published: June 11, 2026 > "Access to Yahoo historical price data is easy to incorporate and invaluable in analyzing investment decisions in Excel spreadsheets with literally hundreds of stock tickers applied to various screens. " --- ## TrendSpider Rating: 4.4 out of 5 (15 reviews) Profile: [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? TrendSpider is a software platform that provides real-time market data, automated tools, and advanced analysis for investors. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $107.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Financial Analysis: 5.0 rating - Risk Analysis: 4.7 rating - Watch List: 4.3 rating - Investment Management: 4.0 rating #### Lowest rated features - Categorization/Grouping: 3.0 rating - Financial Management: 4.0 rating - Risk Management: 5.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (15 reviews) --- ## Nitrogen Rating: 3.8 out of 5 (14 reviews) Profile: [Nitrogen](https://www.capterra.com/p/210418/Riskalyze/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 3.5 out of 5 - Features: 3.8 out of 5 - Value for Money: 3.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $250.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Portfolio Management: Not available - Portfolio Accounting: Available - Risk Management: Available - Stock Management: Not available - Financial Analysis: Available - Portfolio Rebalancing: Available - For Traders: Not available - Client Management: Available - Alerts/Notifications: Not available - Tax Management: Not available - AI Copilot: Not available - For Investment Advisors: Available ### Gallery tab Ease of use: 4.1 out of 5 (14 reviews) ### Integrations tab Nitrogen connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/210418/Riskalyze/#integrations) #### Most popular integrations - Redtail CRM: 4.0 rating - Direct Advisory Suite: 4.8 rating - RightCapital: 4.7 rating - Envestnet | MoneyGuide: 5.0 rating --- ## Active Trader Pro Rating: 3.2 out of 5 (13 reviews) Profile: [Active Trader Pro](https://www.capterra.com/p/210415/Active-Trader-Pro/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more. #### Rating breakdown - Ease of Use: 3.2 out of 5 - Customer Service: 3.0 out of 5 - Features: 3.4 out of 5 - Value for Money: 3.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Risk Management: 3.6 rating - Monitoring: 3.4 rating - Portfolio Rebalancing: 2.8 rating - Portfolio Accounting: 3.0 rating #### Lowest rated features - For Traders: 3.7 rating - For Investment Advisors: 4.5 rating ### Gallery tab Ease of use: 3.2 out of 5 (13 reviews) --- ## TOGGLE Rating: 4.5 out of 5 (12 reviews) Profile: [TOGGLE](https://www.capterra.com/p/200059/Toggle/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? TOGGLE AI alerts you to what might affect your portfolio holdings. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 3.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.01 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Historical Reporting: 5.0 rating - Monitoring: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (12 reviews) --- ## HedgeGuard Rating: 4.7 out of 5 (9 reviews) Profile: [HedgeGuard](https://www.capterra.com/p/166999/HedgeGuard/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Available - Risk Management: Available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Available - For Traders: Available - Client Management: Not available - Alerts/Notifications: Available - Tax Management: Available - AI Copilot: Not available - For Investment Advisors: Not available ### Gallery tab Ease of use: 4.7 out of 5 (9 reviews) --- ## xtb Rating: 4.1 out of 5 (9 reviews) Profile: [xtb](https://www.capterra.com/p/252510/xtb/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? xtb is a trading platform that offers numerous asset classes, streamlined operation, and a clear layout for traders. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Investment Management: 4.2 rating - Stock Tracking: 4.2 rating - Portfolio Accounting: 4.3 rating ### Gallery tab Ease of use: 3.9 out of 5 (9 reviews) --- ## FinFolio Rating: 3.7 out of 5 (9 reviews) Profile: [FinFolio](https://www.capterra.com/p/170305/FinFolio/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.6 out of 5 - Features: 4.4 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10000.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Available - Risk Management: Not available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Available - For Traders: Not available - Client Management: Available - Alerts/Notifications: Available - Tax Management: Not available - AI Copilot: Not available - For Investment Advisors: Available ### Gallery tab Ease of use: 3.7 out of 5 (9 reviews) --- ## Tykr Rating: 4.7 out of 5 (6 reviews) Profile: [Tykr](https://www.capterra.com/p/234906/Tykr/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Tykr is a stock screener and informational platform that helps manage investments. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $19.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Portfolio Management: 5.0 rating - Risk Management: 5.0 rating - Stock Management: 5.0 rating - Financial Analysis: 4.7 rating #### Lowest rated features - Portfolio Rebalancing: 4.0 rating - Historical Reporting: 4.3 rating ### Gallery tab Ease of use: 4.8 out of 5 (6 reviews) --- ## Quoroom Rating: 4.7 out of 5 (6 reviews) Profile: [Quoroom](https://www.capterra.com/p/214233/Fundraising-and-Cap-Table-Management-Platform/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Europe's most sophisticated digital share registry and fundraising management platform for growing companies. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £9.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Not available - Risk Management: Not available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Not available - For Traders: Not available - Client Management: Not available - Alerts/Notifications: Not available - Tax Management: Not available - AI Copilot: Not available - For Investment Advisors: Available ### Gallery tab Ease of use: 4.5 out of 5 (6 reviews) --- ## Stock Portfolio Organizer Rating: 4.8 out of 5 (5 reviews) Profile: [Stock Portfolio Organizer](https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.4 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: A$149.00 Pricing details: Per Feature, One Time Free trial: Yes Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Not available - Risk Management: Available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Not available - For Traders: Available - Client Management: Not available - Alerts/Notifications: Available - Tax Management: Not available - AI Copilot: Not available - For Investment Advisors: Available ### Gallery tab Ease of use: 4.4 out of 5 (5 reviews) --- ## InvestingPro Rating: 3.8 out of 5 (5 reviews) Profile: [InvestingPro](https://www.capterra.com/p/248880/InvestingPro/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.0 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $2749.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Financial Analysis: 5.0 rating - Stock Tracking: 5.0 rating - Investment Management: 4.0 rating - Visual Analytics: 4.0 rating #### Lowest rated features - Portfolio Management: 3.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (5 reviews) --- ## PortfolioShop Rating: 4.8 out of 5 (4 reviews) Profile: [PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.8 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1500.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Available - Risk Management: Available - Stock Management: Available - Financial Analysis: Available - Portfolio Rebalancing: Available - For Traders: Not available - Client Management: Available - Alerts/Notifications: Available - Tax Management: Available - AI Copilot: Not available - For Investment Advisors: Available --- ## iBalance Rating: 4.0 out of 5 (4 reviews) Profile: [iBalance](https://www.capterra.com/p/21392/iBalance/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: CA$8000.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Portfolio Management: Available - Portfolio Accounting: Not available - Risk Management: Available - Stock Management: Not available - Financial Analysis: Not available - Portfolio Rebalancing: Available - For Traders: Not available - Client Management: Available - Alerts/Notifications: Available - Tax Management: Available - AI Copilot: Not available - For Investment Advisors: Not available ### Gallery tab Ease of use: 3.8 out of 5 (4 reviews) --- ## SimCorp Dimension Rating: 5.0 out of 5 (3 reviews) Profile: [SimCorp Dimension](https://www.capterra.com/p/13760/SimCorp-Dimension/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? SimCorp software streamlines operations for asset managers, pension funds, and insurance firms. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Portfolio Accounting: 5.0 rating - Risk Management: 2.0 rating --- ## Unity Rating: 5.0 out of 5 (3 reviews) Profile: [Unity](https://www.capterra.com/p/275057/Unity/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3500.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Client Portal: 5.0 rating - Historical Reporting: 5.0 rating - Portfolio Management: 5.0 rating - Risk Management: 5.0 rating #### Lowest rated features - Visual Analytics: 4.0 rating - Stock Tracking: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) ### Integrations tab Unity connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/275057/Unity/#integrations) #### Most popular integrations - Fireblocks - Kraken --- ## StockMarket Plus Rating: 3.3 out of 5 (3 reviews) Profile: [StockMarket Plus](https://www.capterra.com/p/188237/StockMarket-Plus/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? StockMarket Plus is an Easy-To-Use portfolio management software for any investor. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.7 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Categorization/Grouping: 3.0 rating - Portfolio Management: 3.0 rating - Watch List: 3.0 rating - Alerts/Notifications: 2.0 rating #### Lowest rated features - Investment Management: 2.0 rating ### Gallery tab Ease of use: 3.7 out of 5 (3 reviews) --- Page 1 of 3 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (98) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Alerts/Notifications Client Management Financial Analysis For Investment Advisors For Traders Generative AI Portfolio Accounting Portfolio Management Portfolio Rebalancing Risk Management Stock Management Tax Management Wash Sale Detection Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Investment Management Software](https://www.capterra.com/investment-management-software/)[Hedge Fund Software](https://www.capterra.com/hedge-fund-software/)[Equity Management Software](https://www.capterra.com/equity-management-software/)[Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)