Stock Portfolio Management Software

Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments.

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For Fund managers, Hedge Funds, Family Offices or Crypto Funds, Asset Managers! We provide a comprehensive cloud-based Portfolio Management System and an outsourced Middle Office service. Our goal is to help our clients achieve optimal operational efficiency. Learn more about HEDGEGUARD Our PMS is a full front-to-bac software providing portfolio managers and buyside teams with all the tools required to run their funds. Learn more about HEDGEGUARD

by PortaxSoftware

(0 reviews)
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After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes Asset Class Forecasting, Monte Carlo Simulation, International Currencies and Taxation. Learn more about PORTAX After-Tax Portfolio Analysis After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX After-Tax Portfolio Analysis

by TransparenTech

(78 reviews)
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Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.
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Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.
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FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

by softTarget

(4 reviews)
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Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation. Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation.

by PortfolioShop

(4 reviews)
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A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

by Coderun Technologies

(4 reviews)
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Excel Price Feed is software which brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance and IG Index for live financial data. It is distributed as an Excel Add-in and is fully integrated with Excel, providing a new tab in Excel, together with a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies and cryptocurrencies. An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.

by Stock Portfolio Organizer

(3 reviews)
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Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs

by Synertree CMS

(2 reviews)
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Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented. CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

by Personal Capital

(2 reviews)
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Get the most advanced technology in personal finance, now available to everyone. Get the most advanced technology in personal finance, now available to everyone.
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Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

by VectorVest

(1 review)
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Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely. Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.
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Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

by EquityStat

(1 review)
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Web-based portfolio management tool which provides an overview of all types of investments through automated reporting. Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.

by MAUS Business Systems

(1 review)
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A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Whether it is for a SMSF or recording your investment portfolio, StockMarket Plus is designed to simplify and automate the process! MAUS StockMarket Plus is an Easy-To-Use portfolio management software for any investor.

by Archway

(0 reviews)
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Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.

by Assetbook

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Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

by AccounTrex

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AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading funds. Centralized portfolio management is enabled through automatic download of balance and transaction data from all Cash and Prime Broker accounts in a Funds system, interrelating multiple Prime, DVP and Cash account activity via patent-pending automatic transaction matching algorithms. Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds.

by OpEff Technologies

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Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation. Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

by QUANT IX SOFTWARE

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Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool. Desktop based investment software for portfolio management.

by Beiley Software

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Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation. Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.

by StockwarePro

(0 reviews)
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Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points. Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

by Purescope

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Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad. Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

by ICLUB Central

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Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics. Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

by TJPS Software

(0 reviews)
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Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts. Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

by Comarch

(0 reviews)
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Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

by Tamarac

(0 reviews)
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Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately. Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.

by NetWorth Services

(0 reviews)
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Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting. Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

by Supertech

(0 reviews)
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Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors. Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.

by MProfit Software

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Portfolio management and accounting software with AUM reporting for independent financial advisers. Portfolio management and accounting software with AUM reporting for independent financial advisers.

by tick Trading Software

(0 reviews)
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tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices. tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

by Derivatas

(0 reviews)
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Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for VC and PE funds. Derivatas has long been a leader in full-service valuations for VC funds and 409A valuations for startups. Now we license our powerful software directly to funds so they can save time and money by doing it themselves. The most fully featured software in the market, yet user friendly and value priced. Derivatas is a proud partner of the National Venture Capital Association. Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for venture capital and PE funds.

by HiddenLevers

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Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers. Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.

by Dion Global Solutions

(0 reviews)
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A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments. A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.

by Excella Trader

(0 reviews)
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Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients. Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.

by Lunetek software

(0 reviews)
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Analytic software for stock portfolio managers. Analytic software for stock portfolio managers.

by ETNA Software

(0 reviews)
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ETNA Web Trading Platform is a next generation all web trader software for broker-dealers and FinTech firms. Lightning fast HTML5 trading user interface delivers personalized trading experience on-the-go. Web based trading platform runs in any browser on any device. Trade from anywhere in the platform: charts, watchlists, analytics. Personalize trading with drag'n'drop layout and "widget designer" to seamlessly connect to third party web applications. White Label Web Trading Platform for Online Broker-Delaers