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Stock Portfolio Management
Large enterprises

Stock Portfolio Management Software - Page 2

Last updated: April 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.

Read more about Diversiview

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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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AMDIS

(0)

Cloud-based financial risk management solution

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.

Read more about AMDIS

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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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etops Asset Manager Pro

(0)

End-to-end portfolio management with full compliance

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.

Read more about etops Asset Manager Pro

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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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ETNA Financial Advisor Software

(0)

Investment management solution for financial organizations

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.

Read more about ETNA Financial Advisor Software

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INDIS

(0)

Cloud-based risk management solution

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.

Read more about INDIS

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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.

Read more about Crypto Excel

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Abbove

(0)

Wealth Planning Platform with centralized data management.

Wealth Planning Platform for Professional Advisors.

Read more about Abbove

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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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ByAllAccounts

(0)

Web-based account aggregation and financial reporting tool

Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

Read more about ByAllAccounts

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