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Top Rated Stock Portfolio Management Software with Investment Management - Page 2

Last updated: April 2026

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32 software options

PU Prime logo
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Mobile trading application

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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.

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etops Asset Manager Pro logo
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End-to-end portfolio management with full compliance

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The platform empowers asset managers with advanced tools for optimizing portfolio performance. Leverage real-time analytics, risk mitigation strategies and performance attribution to make informed investment decisions and drive higher returns. Gain insights into market trends and portfolio exposure.

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Smarttbot logo
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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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AlphaQuark logo
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Model portfolio platform for investment advisors

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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.

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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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Enfusion logo
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See clearly. Act confidently.

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Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

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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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