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Stock Portfolio Management Software for Windows

Last updated: March 2026

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20 software options

Sharesight logo

Sharesight

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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PORTAX logo

PORTAX

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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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Similarweb logo

Website & app traffic data analysis

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Similarweb empowers businesses to grow, outperform competitors, and win their market. From traffic metrics to channel insights and industry trends, it delivers the digital intelligence needed to understand your audience and lead your category.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.

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Excel Price Feed logo

Financial markets add-in for Excel

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Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, FRED, EODHistoricalData.com and Quandl for live financial data.

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Seeking Alpha logo

Stock market analysis tools for portfolio management

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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades and downgrades to portfolios.

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TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition, multi-timeframe analysis, and built-in indicators.

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HedgeGuard logo

Investment portfolio management system

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HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

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Quoroom logo

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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Active Trader Pro logo

Stock portfolio management for active investors

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Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

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StockMarket Plus logo

Cloud-based stock portfolio management tool for investors.

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StockMarket Plus is a cloud-based stock portfolio management solution for Australian investors. The platform allows users to track, record, forecast, and manage shares and dividends on a centralized interface. It helps investors manage compliance through taxation reports and summaries aligned with Australian GST, CGT, and tax legislation.

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Abbove logo
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Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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AMDIS logo
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Cloud-based financial risk management solution

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AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

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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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Sterling Trader Pro logo
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Your complete trading technology solution provider.

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Sterling Trader® Pro gives traders the performance and functionality they need to compete in today’s markets

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ETNA Financial Advisor Software logo
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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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Crypto Excel logo
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Crypto portfolio management & tracking system

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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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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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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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