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Top Rated Stock Portfolio Management Software with Data import export - Page 2

Last updated: August 2026

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31 software options

HRSTAQ logo
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Cloud-based Human Resource Management (HRMS) Solution

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HRstaq's Stock Option/ESOP module simplifies employee stock ownership. Manage stock grants, track employee ownership, and ensure regulatory compliance. This module facilitates employee ownership, aligns employee interests with company growth

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ATrad logo
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AI-led trading platform for emerging and frontier markets

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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.

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Morningstar Office Cloud logo
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Stock portfolio management software for independent advisors

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Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities.

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TrackEdge logo
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Journal & budget planner for retail investors

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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.

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AllInvestView logo
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Cloud-based investment and stock portfolio management tool

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AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

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TradersForge Journal logo
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AI trading journal with broker sync & analytics

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TradersForge is a trading journal and analytics platform designed for futures, equity, options, and forex traders. The software features AI-powered trade reviews through its Forge mentor system, direct broker synchronization with over twenty-five brokers, and integrated TradingView charting capabilities. It includes prop firm tracking across thirteen firms, Monte Carlo simulations, and community features for trade discussion.

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