Top Stock Portfolio Management Software - 2024
Updated on: 29th April 2024
1. DOMOS
Welcome to DOMOS
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Data Warehousing
- Multi-Currency Support
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
2. HEDGEGUARD
We want you to win
Stock Portfolio Management Software
N/A
$1581
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Tax Management
- Technical Analysis
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
- Windows
3. AIRR
One SAAS solution for all investment management needs
Stock Portfolio Management Software
14 Days
$500
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Client Management
- Multi-Currency Support
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Technical Analysis
Platforms
- Cloud Hosted
- Web-based
4. ReconAdvantage
PORTFOLIO ACCOUNTING
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Reporting
- Risk Management
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Technical Analysis
- Client Portal
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
5. Stock Portfolio Organizer
The Ultimate Stock Portfolio Management Software
Stock Portfolio Management Software
30 Days
$99
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Data Import/Export
- Investment Tracking
- Performance Metrics
- Risk Management
- Client Management
- Data Warehousing
- Portfolio Rebalancing
- Tax Management
Platforms
- Cloud Hosted
- Windows
6. FA Solutions
Efficiency in investment management
Stock Portfolio Management Software
Available
N/A
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Watchlists
Platforms
- Cloud Hosted
- Web-based
7. iLEVEL
WE POWER THE NETWORKS THAT CONNECT CAPITAL TO IDEAS
Stock Portfolio Management Software
N/A
N/A
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Booking Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
8. MProfit Advisor
Manage multi-asset client investments with MProfit
Stock Portfolio Management Software
Available
Free
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
9. NetWorth Advising Platform
TURNKEY RIA DIGITAL PLATFORM
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
10. Perfona
PERFONA - COMPREHENSIVE INVESTMENT MANAGEMENT SYSTEM
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Technical Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
11. Portfolio Tracker
PORTFOLIO TRACKER
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
12. Portfolio Trader
Professional Portfolio Management
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Rebalancing
- Risk Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
13. RADAR
The Next Chapter in Portfolio Management
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
14. Reporting.VC
SETTING NEW STANDARDS
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
15. Sharesight
Simply the best stock portfolio tracker for investors.
Stock Portfolio Management Software
Available
Free
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
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16. StockwarePro
Getting Started
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Portfolio Accounting
- Risk Management
- Tax Management
- Technical Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
17. TradeBase MX
TradeBase MX - State-of-the-art trading and market making
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
18. Toggle
TOGGLE Portfolio, an X-ray for your holdings
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
- Client Portal
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
19. Vidrio Financial
Fund Management Solutions Created by Investors, for Investors
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
20. QUO
CENTRALISE YOUR ENTIRE WORKFLOW WITH ONE TRADE-READY WEALTH PLATFORM
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
21. Ledgy
Equity done right
Stock Portfolio Management Software
Available
Free
Other Category
- Stock Portfolio Management Software
Features
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
22. Macroaxis
The world's most powerful wealth optimization platform
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
23. Trademetria
Better trading starts with better data
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Booking Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Tax Management
- Technical Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
24. Investment Metrics
Investment Performance Analytics & Reporting Solutions
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
25. EFAdrin
EFADRIN: BOOST YOUR INVESTMENT PERFORMANCE
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
26. InvestorFlow
Elevate Your Investor Experiences
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Multi-Currency Support
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
27. InvestorFX
Optimal Netting, Best Execution and End-to-End Automation
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
28. InvestorPortaLPro
Investor Portal Software Solutions
Stock Portfolio Management Software
N/A
$249
Other Category
- Stock Portfolio Management Software
Features
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
29. InvestWell
Supercharge Your Financial Advisory
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
30. IVP Treasury
Transform Your Treasury
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
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31. Jacobi
Jacobi streamlines your investment processes
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Multi-Currency Support
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
32. Linedata Longview
Institutional Managers
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Client Portal
- Compliance Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
33. LUSID
MOVE FAST. REPRODUCE EVERYTHING
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Booking Management
- Client Management
- Data Warehousing
- Portfolio Accounting
- Risk Management
- Tax Management
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
34. MarketBrowser
Research, Analyze, and Monitor with Advanced Power...
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
35. MIMICS Portfolio Management
Financial Software to Match You
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
36. Misys FusionInvest
Collaborate for greater performance
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
37. EquityStat
Welcome To EquityStat
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Client Management
- Data Warehousing
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Technical Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
38. QUO PORTFOLIO
PORTFOLIO MANAGEMENT & TRADING.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
- Watchlists
- Client Portal
- Compliance Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
- Linux
39. Refinitiv AlphaDesk
Cloud-based order management and portfolio management solution.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Compliance Management
- Investor Accounting
- Investor Reporting
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
- Windows
40. FINCAD
Derivatives risk management software and pricing analytics.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Watchlists
- Client Portal
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
41. Everysk
Multi-asset portfolio & risk analytics driven by powerful workflows.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Compliance Management
- Contact Management
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based
42. EQ Execution Tools
Allows fund managers and stockbrokers to prepare and analyse their trade lists.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Stock Alerts
- Technical Analysis
- Watchlists
- Contact Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
Platforms
- Cloud Hosted
- Web-based
43. Liquidity Calendar
An online platform to better help you manage liquidity and redemption terms and requests.
Stock Portfolio Management Software
N/A
$199
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
Platforms
- Cloud Hosted
- Web-based
44. Kase StatWare
Premier Technical Analysis Solutions.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Risk Management
- Technical Analysis
- Watchlists
- Performance Analysis
- Portfolio Analysis
Platforms
- Cloud Hosted
- Windows
- Mac
45. Koger
Transfer Agency | Hedge Funds | Private Equity | Regulatory Compliance and many more.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Risk Management
- Accounting Management
- Asset Management
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Client Portal
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Windows
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46. QuantRisk
energy trading optimization and risk software systems.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Client Portal
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
47. RiskRunner FX
Platform for Risk Management, Analytics, Trade Capture and Position Management.
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Portfolio Accounting
- Portfolio Rebalancing
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
48. TradeSmart
TS automates your workflow to ensure that you have the knowledge..
Stock Portfolio Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Technical Analysis
- Watchlists
- Client Portal
- Compliance Management
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
49. optionDash
Tools for Income Investors
Stock Portfolio Management Software
Available
Free
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Asset Management
- Investment Tracking
- Risk Management
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Watchlists
Platforms
- Cloud Hosted
- On Premises
- Web-based
- Android
- Windows
- Mac
- Linux
50. StockGeist
Market Sentiment Monitoring Platform
Stock Portfolio Management Software
N/A
N/A
Other Category
- Stock Portfolio Management Software
Features
- Data Warehousing
- Stock Alerts
- Technical Analysis
- Watchlists
Platforms
- Cloud Hosted
- On Premises
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux