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Stock Portfolio Management
Multi currency

Top Rated Stock Portfolio Management Software with Multi-Currency

Last updated: April 2026

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Multi-Currency

Data Import/Export

Investment Management

Visual Analytics

Tax Management

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15 software options

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Sharesight

3.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Unity

5.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

Quoroom

4.7

(6)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Dolibarr

4.5

(105)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Cash App

4.2

(684)

408

151

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Finance app with customizable debit cards

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Cash App is a web-based finance mobile application designed to help businesses send money, design debit cards, and buy stocks and bitcoins. With $cashtag, users can send and receive money using multiple devices.

Vidrio Financial

2.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Take Control of your Multi-Asset, Multi-Manager Investments

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To enable institutional investors with complete control of their complex alternative investments and external manager relationships.
- $100+ Billion in Alternatives Managed on the Platform

- $5 Trillion in AUM among Vidrio Clients

- 1000+ Fund Managers monitored by Vidrio on behalf of allocators

TrackinV

(0)

Portfolio tracker across multiple brokers

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TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

Statmetrics

(0)

stock, market, investment, portfolio, charting, analysis

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

PU Prime

(0)

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.

AllInvestView

(0)

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.

INDIS

(0)

Cloud-based risk management solution

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INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

TrackEdge

(0)

Journal & budget planner for retail investors

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TrackEdge combines stock portfolio tracking with a full trading journal and budget planner. Monitor live prices across 170,000+ stocks and ETFs, benchmark against SPY, and see how your investments affect your monthly finances.

Crypto Excel

(0)

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.

ATrad

(0)

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.

AMDIS

(0)

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.

Related categories

Investment Management

Hedge Fund

Equity Management

Fund Accounting

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