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Investment Management
Page 2

Free Investment Management Software - Page 2

Last updated: April 2026

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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

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

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

TheBizPlanner

1.0

(1)

5

0

4

0

3

0

2

0

1

1

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

End-to-end productivity software for Business Planning

TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Read more about TheBizPlanner

Users also considered

Perpstats

(0)

Analytics dashboard for perpetual DEX tracking

Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

Read more about Perpstats

Users also considered

optionDash

(0)

Call screening tool for income investors

optionDash is a call screening software that helps businesses screen stock and options data to find income-producing covered call trades. The main screens are stocks, options, money puts and calls, earnings, volatility point, and option codes.

Read more about optionDash

Users also considered

Smart Capital Center

(0)

AI-powered, end-to-end CRE platform for investors & lenders

Smart Capital Center is the only AI-powered CRE platform delivering ultra-fast underwriting, real-time intelligence, automation, and ROI across the entire investment lifecycle to power faster decisions and unstoppable returns.

Read more about Smart Capital Center

Users also considered

ETNA White Label Trading Platform

(0)

Web-based trading tools for brokers and digital advisors

ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

Read more about ETNA White Label Trading Platform

Users also considered

unCoded

(0)

Automated crypto trading bot for Binance spot

unCoded is a non-custodial automated crypto trading bot developed by ArrowTrade AG that executes systematic micro-trading and dollar-cost averaging strategies on Binance spot markets via API. The software operates as a self-hosted instance, allowing users to retain full control of their funds while the bot executes trades continuously. It includes features such as customizable risk management settings, transparent real-time reporting, and a micro-trading engine.

Read more about unCoded

Users also considered

Stropro

(0)

Investment management platform

Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

Read more about Stropro

Users also considered

CEPRES

(0)

Cloud-based private equity data analytics platform

CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

Read more about CEPRES

Users also considered

Trinety

(0)

Lease property management software

Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

Read more about Trinety

Users also considered

The Novus Platform

(0)

Cloud-based tool to extract investment insights from data.

The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

Read more about The Novus Platform

Users also considered

Ventury Analytics

(0)

For the managing and calculation of capitalization tables

Ventury Analytics enables investors and start-ups to streamline financial projections. The software facilitates the design and calculation of capitalization tables. Thus, predicted performance serves as a basis for assessing company shares and future capital gains.

Read more about Ventury Analytics

Users also considered

InvestorPortaLPro

(0)

Investment management software for private and public firms

InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

Read more about InvestorPortaLPro

Users also considered

RentCast

(0)

Rental Property Data, Analytics and Portfolio Tracking

View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

Read more about RentCast

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

Stonk Journal

(0)

Software for tracking and managing trading journals

Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

Read more about Stonk Journal

Users also considered

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