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Stock Portfolio Management Software for Small Business (2026)
Last updated: March 2026
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44 software options
Sponsored
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
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PORTAX
Windows-based portfolio management and planning software
Read more about PORTAX
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Finance app with customizable debit cards
Read more about Cash App
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Website & app traffic data analysis
Read more about Similarweb
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Read more about Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Solutions for On-line businesses
Read more about Dolibarr
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
Read more about HiddenLevers
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial markets add-in for Excel
Read more about Excel Price Feed
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock market analysis tools for portfolio management
Read more about Seeking Alpha
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based data analysis tool for investors.
Read more about TrendSpider
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-based investment insights and financial analysis tool
Read more about TOGGLE
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio management system
Read more about HedgeGuard
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based equity and investment management platform
Read more about Quoroom
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investing has never been easier.
Read more about Tykr
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's first purpose-built growth platform
Read more about Nitrogen
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading platform with access to numerous global markets
Read more about xtb
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Next-generation multi-asset trading platform
Read more about Unity
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock portfolio management for active investors
Read more about Active Trader Pro
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simple and secure commission-free stock trading application
Read more about Wealthsimple Trade
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A Front-to-NAV Solution that Empowers Your Team
Read more about Limina IMS
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based stock portfolio management tool for investors.
Read more about StockMarket Plus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based portfolio management software
Read more about Aladdin
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Take Control of your Multi-Asset, Multi-Manager Investments
Read more about Vidrio Financial
Read more about Beanvest
Read more about Abbove