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Stock Portfolio Management Software with Investment Management (2026) - Page 2

Last updated: March 2026

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31 software options

Statmetrics logo

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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ETNA Financial Advisor Software logo

Investment management solution for financial organizations

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ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages.

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Abbove logo

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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Beanvest logo

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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Smarttbot logo

Software with robots for day trading and swing trading

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SmarttBot is an intelligent solution that automates day trading and swing trading operations for beginner, intermediate and advanced traders. The tool uses parameterizable robots, which are responsible for trading assets and derivatives on the Stock Exchange. Available in Portuguese for Brazil.

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PORTAX logo

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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