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Stock Portfolio Management Software - Page 2

Last updated: April 2026

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30 software options

INDIS logo

Cloud-based risk management solution

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INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

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Beanvest logo

Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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Morningstar Office Cloud logo

Stock portfolio management software for independent advisors

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Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities.

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PU Prime logo

Mobile trading application

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PU Prime is a mobile trading application compatible with most smart devices. It provides traders with complete dealing functionality to open, close, or edit positions wherever they are. Traders can customize watchlists of instruments, apply technical tools, receive alerts and trade signals, and more. The app also allows funding accounts through multiple channels and transferring between them.

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Smarttbot logo

Software with robots for day trading and swing trading

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SmarttBot is an intelligent solution that automates day trading and swing trading operations for beginner, intermediate and advanced traders. The tool uses parameterizable robots, which are responsible for trading assets and derivatives on the Stock Exchange. Available in Portuguese for Brazil.

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