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Stock Portfolio Management
Free

Stock Portfolio Management Software

Last updated: April 2026

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Features

Multi-Currency

Data Import/Export

Investment Management

Visual Analytics

Tax Management

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17 software options

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Sponsored

Sharesight

3.3

(3)

5

0

4

1

3

2

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment portfolio tracking & reporting

visit website

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

Read more about Sharesight

Users also considered

Wealthsimple Trade

5.0

(2)

5

2

4

0

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple and secure commission-free stock trading application

Wealthsimple Trade is a trading application that aims to make stock trading streamlined and secure. This app is fully mobile is part of its user appeal. No transaction fees are charged, and no minimum account balance is required.

Read more about Wealthsimple Trade

Users also considered

Unity

5.0

(3)

5

3

4

0

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Next-generation multi-asset trading platform

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

Read more about Unity

Users also considered

Quoroom

4.7

(6)

5

5

4

0

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based equity and investment management platform

Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

Read more about Quoroom

Users also considered

Similarweb

4.6

(254)

5

165

4

81

3

7

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Website & app traffic data analysis

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.

Read more about Similarweb

Users also considered

TOGGLE

4.5

(12)

5

7

4

4

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-based investment insights and financial analysis tool

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.

Read more about TOGGLE

Users also considered

Dolibarr

4.5

(105)

5

57

4

42

3

6

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Solutions for On-line businesses

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.

Read more about Dolibarr

Users also considered

Seeking Alpha

4.3

(43)

5

29

4

9

3

0

2

0

1

5

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Stock market analysis tools for portfolio management

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.

Read more about Seeking Alpha

Users also considered

Active Trader Pro

3.2

(13)

5

6

4

0

3

1

2

2

1

4

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Stock portfolio management for active investors

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.

Read more about Active Trader Pro

Users also considered

ATrad

(0)

AI-led trading platform for emerging and frontier markets

ATrad Stock Trading platform which provides watchlist of the market, order placement, order management, Charting and research of the market and it's historic analysis.

The AI led ATrad benefits offer Robo Trading and other features.

Read more about ATrad

Users also considered

Beanvest

(0)

Stock portfolio tracker for investors

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

Read more about Beanvest

Users also considered

TrackinV

(0)

Portfolio tracker across multiple brokers

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.

Read more about TrackinV

Users also considered

Smarttbot

(0)

Software with robots for day trading and swing trading

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.

Read more about Smarttbot

Users also considered

TrackEdge

(0)

Journal & budget planner for retail investors

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.

Read more about TrackEdge

Users also considered

ETNA Financial Advisor Software

(0)

Investment management solution for financial organizations

ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages.

Read more about ETNA Financial Advisor Software

Users also considered

Statmetrics

(0)

stock, market, investment, portfolio, charting, analysis

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

Read more about Statmetrics

Users also considered

FantasyFunds

(0)

Cloud-based stock market gamification tool

FantasyFunds lets you manage multiple stock portfolios across friend groups or leagues using real-time market data. Buy, sell, track performance, and compare strategies — all in a risk-free, game-based environment built for competition and learning.

Read more about FantasyFunds

Users also considered

Related categories

Investment Management

Equity Management

Fund Accounting

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