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App comparison
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Stock Portfolio Management Software
33 software options
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StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes.
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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.
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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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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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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Excel Price Feed is an API that allows developers to access real-time and historical price data for financial products. It provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies, and cryptocurrencies.
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PYTHEOS is a collaborative action plan management solution. PYTHEOS offers companies and public bodies a 360 ° vision of their processes and issues through the implementation of a continuous improvement process.
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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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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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HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities
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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.
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Unity allows you to:
• trade all type of assets
• serve brokerage flows of retail/institutional segments
• manage client apps and professional web-interface
• support trading with cryptocurrencies 24/7
• use single margin collateral
• trade all type of assets
• serve brokerage flows of retail/institutional segments
• manage client apps and professional web-interface
• support trading with cryptocurrencies 24/7
• use single margin collateral
Users also considered
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.
Users also considered
xtb is a platform that focuses on trading and offers its users a choice of many global markets. xtb also provides customer support – available on weekdays – for its users, which can be accessed via various channels. xtb's trading academy aims to streamline trading basics for those getting started.
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Limina allow asset & investment managers Front and Middle office teams to focus on what matters – producing returns with minimal operational risk
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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.
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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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Online investment portfolio tracker that syncs with brokers and automatically track trades, dividends, and corporate actions.
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Navexa is a powerful portfolio tracking & reporting tool that allows investors to track stocks, crypto, currency and more in a single analytics account.
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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.
Users also considered
Users also considered
XT-ERP is an enterprise resource planning and CMMS (computer maintenance management system) tool that is made up of various modules including sales & purchasing, contract management, CRM, stock management, help desk, production monitoring, geolocation, and reporting and BI.
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TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations.
Users also considered
Users also considered
PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.
Users also considered
Users also considered
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