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Stock Portfolio Management Software - Page 2

Last updated: April 2026

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46 software options

Morningstar Office Cloud logo
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Stock portfolio management software for independent advisors

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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.

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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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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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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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TrackEdge logo
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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.

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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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Statmetrics logo
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stock, market, investment, portfolio, charting, analysis

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

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Beanvest logo
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Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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FantasyFunds logo
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Cloud-based stock market gamification tool

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FantasyFunds lets you manage multiple stock portfolios across friend groups or leagues using real-time market data. Buy, sell, track performance, and compare strategies — all in a risk-free, game-based environment built for competition and learning.

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ByAllAccounts logo
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Web-based account aggregation and financial reporting tool

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

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Visible for Investors logo
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VC fund portfolio monitoring and reporting

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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.

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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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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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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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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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TrackinV logo
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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.

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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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Diversiview logo
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Portfolio analysis and optimization software

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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.

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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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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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