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Stock Portfolio Management Software

Last updated: April 2026

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30 software options

Sharesight logo

Sharesight

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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Excel Price Feed logo

Financial markets add-in for Excel

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Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, FRED, EODHistoricalData.com and Quandl for live financial data.

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Tykr logo

Investing has never been easier.

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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.

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HedgeGuard logo

Investment portfolio management system

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HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

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Similarweb logo

Website & app traffic data analysis

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Similarweb empowers businesses to grow, outperform competitors, and win their market. From traffic metrics to channel insights and industry trends, it delivers the digital intelligence needed to understand your audience and lead your category.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.

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TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition, multi-timeframe analysis, and built-in indicators.

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Seeking Alpha logo

Stock market analysis tools for portfolio management

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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades and downgrades to portfolios.

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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

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Cash App logo

Finance app with customizable debit cards

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Cash App is a web-based finance mobile application designed to help businesses send money, design debit cards, and buy stocks and bitcoins. With $cashtag, users can send and receive money using multiple devices.

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Nitrogen logo

The world's first purpose-built growth platform

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Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

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StockMarket Plus logo

Cloud-based stock portfolio management tool for investors.

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StockMarket Plus is a cloud-based stock portfolio management solution for Australian investors. The platform allows users to track, record, forecast, and manage shares and dividends on a centralized interface. It helps investors manage compliance through taxation reports and summaries aligned with Australian GST, CGT, and tax legislation.

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Active Trader Pro logo

Stock portfolio management for active investors

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Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

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TrackEdge logo
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Journal & budget planner for retail investors

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TrackEdge combines stock portfolio tracking with a full trading journal and budget planner. Monitor live prices across 170,000+ stocks and ETFs, benchmark against SPY, and see how your investments affect your monthly finances.

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AllInvestView logo
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Cloud-based investment and stock portfolio management tool

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AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

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Statmetrics logo
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stock, market, investment, portfolio, charting, analysis

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Statmetrics is an all-in-one solution for portfolio analytics and investment research.

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AlphaQuark logo
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Model portfolio platform for investment advisors

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AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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Diversiview logo
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Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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etops Asset Manager Pro logo
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End-to-end portfolio management with full compliance

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The platform empowers asset managers with advanced tools for optimizing portfolio performance. Leverage real-time analytics, risk mitigation strategies and performance attribution to make informed investment decisions and drive higher returns. Gain insights into market trends and portfolio exposure.

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ByAllAccounts logo
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Web-based account aggregation and financial reporting tool

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Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

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Visible for Investors logo
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VC fund portfolio monitoring and reporting

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Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

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Crypto Excel logo
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Crypto portfolio management & tracking system

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Crypto Excel is a cryptocurrency portfolio management web application that helps users track their investments across multiple platforms. The tool offers real-time monitoring of crypto assets, automated sale alerts at three profit-taking levels, and loss limitation notifications. Compatible with Windows, Mac, Android, and iOS devices, it supports over fifteen thousand cryptocurrencies and five different currencies for portfolio tracking.

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TrackinV logo
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Portfolio tracker across multiple brokers

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TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

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