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Stock Portfolio Management
Large enterprises

Top Rated Stock Portfolio Management Software with Large enterprises - Page 2

Last updated: June 2026

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Diversiview

(0)

Portfolio analysis and optimization software

Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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FantasyFunds

(0)

Cloud-based stock market gamification tool

FantasyFunds lets you manage multiple stock portfolios across friend groups or leagues using real-time market data. Buy, sell, track performance, and compare strategies — all in a risk-free, game-based environment built for competition and learning.

Read more about FantasyFunds

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ByAllAccounts

(0)

Empower advisors with research, planning, and proposal tools

Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterp

Read more about ByAllAccounts

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Visible for Investors

(0)

VC fund portfolio monitoring and reporting

Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

Read more about Visible for Investors

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Crypto Excel

(0)

Crypto portfolio management & tracking system

Crypto Excel is a cryptocurrency portfolio management web application that helps users track their investments across multiple platforms. The tool offers real-time monitoring of crypto assets, automated sale alerts at three profit-taking levels, and loss limitation notifications. Compatible with Windows, Mac, Android, and iOS devices, it supports over fifteen thousand cryptocurrencies and five different currencies for portfolio tracking.

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Abbove

(0)

Wealth Planning Platform with centralized data management.

Wealth Planning Platform for Professional Advisors.

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Beanvest

(0)

Stock portfolio tracker for investors

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

Read more about Beanvest

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HRSTAQ

(0)

Cloud-based Human Resource Management (HRMS) Solution

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

Read more about HRSTAQ

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ATrad

(0)

AI-led trading platform for emerging and frontier markets

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.

Read more about ATrad

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Morningstar Office Cloud

(0)

Stock portfolio management software for independent advisors

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.

Read more about Morningstar Office Cloud

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PU Prime

(0)

Mobile trading application

PU Prime is a mobile trading application compatible with most smart devices. It provides traders with complete dealing functionality to open, close, or edit positions wherever they are. Traders can customize watchlists of instruments, apply technical tools, receive alerts and trade signals, and more. The app also allows funding accounts through multiple channels and transferring between them.

Read more about PU Prime

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Smarttbot

(0)

Software with robots for day trading and swing trading

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.

Read more about Smarttbot

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AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

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.

Read more about AllInvestView

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Statmetrics

(0)

stock, market, investment, portfolio, charting, analysis

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

Read more about Statmetrics

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AlphaQuark

(0)

Model portfolio platform for investment advisors

AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

Read more about AlphaQuark

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