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

Last updated: September 2026

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33 software options

Beanvest logo
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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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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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Virbo Wondershare logo
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AI video generator for creators and SMBs

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AI video generator for cloud, Windows, iOS, and Android that converts text, images, or URLs into polished videos with avatars.

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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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QuoTrend logo
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AI stock screener: describe a screen in your own words

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QuoTrend turns your own words into a stock screen. Type "dividend payers under 15 P/E with rising earnings" and the AI sets the filters across 170+ criteria — all visible and editable. Thousands of US stocks and ETFs, about 20 years of history, charts, heatmaps, signals and alerts.

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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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