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Top Rated Stock Portfolio Management Software with Data Import/Export - Page 2

Last updated: April 2026

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28 software options

Abbove logo

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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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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TrackinV logo

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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