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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iBalance

iBalance

by softTarget

(4 reviews)
Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.
ATWeb

ATWeb

by Archway

(0 reviews)
Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors, Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution for the accounting and investment industry. ATWeb integrates a full general ledger (G/L) to support portfolio, fund and partnership accounting with a portfolio management system. The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.
StockMarketEye

StockMarketEye

by TransparenTech

(58 reviews)
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.
Ledgex

Ledgex

by Ledgex

(1 review)
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.
Dolibarr ERP CRM

Dolibarr ERP CRM

by Dolicloud

(23 reviews)
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.
Perfona

Perfona

by OpEff Technologies

(0 reviews)
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.
ReconAdvantage

ReconAdvantage

by PortfolioShop

(4 reviews)
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.
FinFolio

FinFolio

by FinFolio

(6 reviews)
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.
CubitBlack

CubitBlack

by Synertree CMS

(2 reviews)
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
Asset Manager

Asset Manager

by SimCorp

(1 review)
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.
VectorVest

VectorVest

by VectorVest

(0 reviews)
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.
Investment Account Manager

Investment Account Manager

by QUANT IX SOFTWARE

(0 reviews)
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.
Fund Manager

Fund Manager

by Beiley Software

(0 reviews)
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.
Stock Portfolio Organizer

Stock Portfolio Organizer

by Stock Portfolio Organizer

(0 reviews)
Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments. Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.
StockwarePro

StockwarePro

by StockwarePro

(0 reviews)
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.
EquityStat

EquityStat

by EquityStat

(0 reviews)
Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting. Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.
Portfolio Trader

Portfolio Trader

by Purescope

(0 reviews)
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.
MyStockPortfolio

MyStockPortfolio

by ICLUB Central

(0 reviews)
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.
Write-Up

Write-Up

by TJPS Software

(0 reviews)
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.
Comarch Wealth Management

Comarch Wealth Management

by Comarch

(0 reviews)
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.
Tamarac

Tamarac

by Tamarac

(0 reviews)
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.
NetWorth Advising Platform

NetWorth Advising Platform

by NetWorth Services

(0 reviews)
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.
StockMaster

StockMaster

by Supertech

(0 reviews)
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.
MProfit Advisor

MProfit Advisor

by MProfit Software

(0 reviews)
Portfolio management and accounting software with AUM reporting for independent financial advisers. Portfolio management and accounting software with AUM reporting for independent financial advisers.
tick Trading Software

tick Trading Software

by tick Trading Software

(0 reviews)
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.
Derivatas Platform

Derivatas Platform

by Derivatas

(0 reviews)
Self valuations and portfolio analysis for venture capital and PE funds. Self valuations and portfolio analysis for venture capital and PE funds.
HiddenLevers

HiddenLevers

by HiddenLevers

(0 reviews)
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.