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Stock Portfolio Management Software

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PORTAX logo
(0)

Windows-based portfolio management and planning software

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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.

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Macabacus logo
4.7
(78)

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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Dolibarr logo
4.5
(102)

Solutions for On-line businesses

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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.

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StockMarketEye logo
4.4
(103)

Keep Your Eye On Your Investments

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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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HiddenLevers logo
4.3
(58)

Portfolio stress testing software for advisory firms

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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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Excel Price Feed logo
4.7
(29)

Financial markets add-in for Excel

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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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WOWS ESOP logo
4.8
(28)

ESOP solution

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WOWS ESOP is a cloud-based and intuitive ESOP Management Tool offering personalized tools such as dashboards and plan management.

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Seeking Alpha logo
4.4
(41)

Stock market analysis tools for portfolio management

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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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PYTHEOS logo
4.6
(16)

Strategic & operational monitoring of action plans / actions

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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 logo
4.5
(11)

AI-based investment insights and financial analysis tool

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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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Nitrogen logo
4.3
(12)

The world's first purpose-built growth platform

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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 logo
4.6
(8)

Investment portfolio management system

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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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Simpliza logo
4.6
(7)

Cloud-based and on-premise food delivery solution

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Simpliza is a cloud-based and on-premise restaurant system created to automate and simplify the way of selling. It offers electronic command, PDV, digital menu, administrative, delivery with iFood integration, Omie + Simpliza integration, and integration with Goomer Go.

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Quoroom logo
4.7
(6)

Cloud-based equity and investment management platform

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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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Tykr logo
4.6
(5)

Investing has never been easier.

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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.

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xtb logo
4.0
(8)

Trading platform with access to numerous global markets

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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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Unity logo
5.0
(3)

Next-generation multi-asset trading platform

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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

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Wealthsimple Trade logo
5.0
(2)

Simple and secure commission-free stock trading application

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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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Limina IMS logo
4.0
(2)

A Front-to-Middle Office Solution that Empowers Your Team

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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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XT-ERP logo
5.0
(1)

Modular enterprise resource planning solution

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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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Active Trader Pro logo
2.6
(8)

Stock portfolio management for active investors

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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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Sharesight logo
3.5
(2)

Investment portfolio management

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Online investment portfolio tracker that syncs with brokers and automatically track trades, dividends, and corporate actions.

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Vidrio Financial logo
2.0
(1)

Take Control of your Multi-Asset, Multi-Manager Investments

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To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​
- $100+ Billion in Alternatives Managed on the Platform

- $5 Trillion in AUM among Vidrio Clients

- 1000+ Fund Managers monitored by Vidrio on behalf of allocators

Read more about Vidrio Financial

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Navexa logo
(0)

Investment portfolio tracking platform

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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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INDIS logo
(0)

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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