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Stock Portfolio Management Software

33 software options

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StockMarketEye logo

StockMarketEye

4.5
(99)

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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Dolibarr logo

Dolibarr

4.5
(99)

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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HiddenLevers logo

HiddenLevers

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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Seeking Alpha logo

Seeking Alpha

4.5
(40)

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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Excel Price Feed logo

Excel Price Feed

4.8
(17)

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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PYTHEOS logo

PYTHEOS

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

TOGGLE

4.6
(10)

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

Nitrogen

4.5
(10)

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

HedgeGuard

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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Quoroom logo

Quoroom

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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Unity logo

Unity

5.0
(3)

Innovative multi-asset trading platform

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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

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Tykr logo

Tykr

4.5
(4)

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

xtb

4.0
(3)

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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Limina IMS logo

Limina IMS

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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Wealthsimple Trade logo

Wealthsimple Trade

5.0
(1)

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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Active Trader Pro logo

Active Trader Pro

2.3
(7)

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

Sharesight

4.0
(1)

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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Navexa logo

Navexa

(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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ByAllAccounts logo

ByAllAccounts

(0)

Web-based account aggregation and financial reporting tool

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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.

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Statmetrics logo

Statmetrics

(0)

stock, market, investment, portfolio, charting, analysis

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

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XT-ERP logo

XT-ERP

(0)

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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TheInvestorNet logo

TheInvestorNet

(0)

Enterprise SaaS for institutional investors

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TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations.

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PaxFamilia logo

PaxFamilia

(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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PORTAX logo

PORTAX

(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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Beanvest logo

Beanvest

(0)

Stock portfolio tracker for investors

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

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