All categoriesLaunch brief →
Stock Portfolio Management
https://www.capterra.com/stock-portfolio-management-software/Niches in this category - the functional product types blended into "Stock Portfolio Management" (28)
Investment Portfolio Risk & Analytics Platform12Portfolio Management System for Asset & Wealth Managers8Personal Investment Portfolio Tracker6Financial & Investment Analytics Platform4Investment Accounting & Portfolio Reporting Platform4Wealth & Financial Advisor CRM3Sales Intelligence & Prospecting Platform2Trading Platform & Order/Execution Management System2Insurance Claims & RMIS Software1Trading & Commodity Risk Management (CTRM/ETRM) Platform1Gamification & Interactive Promotion Platform1Cap Table & Equity Management Software1Spreadsheet Data Connector & Add-In1Personal Finance & Budgeting App1Investor Portal & LP Reporting Platform1Stock Research & Market Data Terminal1Crypto Portfolio & Digital Asset Management Platform1Financial Planning & Goals-Based Advice Software1Small Business Accounting Software1ERP Suite1Industry-Specific Vertical Business Software1Investment & Deal Management CRM1AI Decision Intelligence & Forecasting Platform1Time Tracking & Timesheet Software1Competitive Intelligence & Market Monitoring Platform1Consumer Digital Wallet & P2P Payment App1Fund Administration & Private Markets Accounting Platform1Equity Crowdfunding & Private Placement Platform1
83 products3 pages scraped of 383 in category3 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 1 | 3.3 | 3 | - | 3.3 / 4.5 / 3.7 / 2.5 | Track your stocks, trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. Learn more about Sharesight | |
| 2 | PORTAX Ad | 0 | 0 | - | – / – / – / – | After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX |
| 3 | Unity Ad | 5 | 3 | - | 5.0 / 5.0 / 5.0 / 5.0 | Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design. Learn more about Unity |
| 4 | 4.2 | 688 | - | 4.5 / 3.5 / 4.3 / 4.3 | Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices. Learn more about Cash App | |
| 5 | 4.6 | 260 | 82% | 4.6 / 4.4 / 4.5 / 4.2 | Similarweb is a software & data company specializing in web & app analytics, web traffic, competitive intelligence and performance. Learn more about Similarweb | |
| 6 | 4.5 | 105 | 85% | 4.3 / 3.7 / 4.2 / 4.7 | Open source solution for all around business management from customers and orders to invoicing and inventory. Learn more about Dolibarr | |
| 7 | 4.7 | 85 | - | 4.5 / 4.3 / 4.7 / 4.6 | Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations. Learn more about Macabacus | |
| 8 | 4.3 | 58 | - | 3.8 / 4.5 / 4.3 / 4.1 | Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. Learn more about HiddenLevers | |
| 9 | 4.3 | 43 | - | 4.4 / 4.4 / 4.4 / 4.3 | Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Learn more about Seeking Alpha | |
| 10 | 4.7 | 30 | - | 4.8 / 4.7 / 4.7 / 4.6 | An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis. Learn more about Excel Price Feed | |
| 11 | 4.4 | 14 | - | 3.9 / 4.4 / 4.4 / 4.1 | TrendSpider is a software platform that provides real-time market data, automated tools, and advanced analysis for investors. Learn more about TrendSpider | |
| 12 | 3.8 | 14 | - | 4.1 / 3.5 / 3.8 / 3.3 | Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity. Learn more about Nitrogen | |
| 13 | 3.2 | 13 | - | 3.2 / 3.0 / 3.4 / 3.4 | Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more. Learn more about Active Trader Pro | |
| 14 | 4.5 | 12 | - | 4.7 / 3.6 / 4.6 / 4.3 | TOGGLE AI alerts you to what might affect your portfolio holdings. Learn more about TOGGLE | |
| 15 | 4.7 | 9 | - | 4.7 / 4.9 / 4.3 / 4.9 | Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing Learn more about HedgeGuard | |
| 16 | 4.1 | 9 | - | 3.9 / 4.3 / 4.3 / 4.7 | xtb is a trading platform that offers numerous asset classes, streamlined operation, and a clear layout for traders. Learn more about xtb | |
| 17 | 3.7 | 9 | - | 3.7 / 3.6 / 4.4 / 3.8 | Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio | |
| 18 | 4.7 | 6 | - | 4.8 / 4.7 / 4.8 / 4.5 | Tykr is a stock screener and informational platform that helps manage investments. Learn more about Tykr | |
| 19 | 4.7 | 6 | - | 4.5 / 4.7 / 4.7 / 4.7 | Europe's most sophisticated digital share registry and fundraising management platform for growing companies. Learn more about Quoroom | |
| 20 | 4.8 | 5 | - | 4.4 / 5.0 / 4.4 / 5.0 | An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs Learn more about Stock Portfolio Organizer | |
| 21 | 3.8 | 5 | - | 4.0 / 3.0 / 4.0 / 3.8 | InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears. Learn more about InvestingPro | |
| 22 | 4.8 | 4 | - | 4.8 / 5.0 / 4.8 / 5.0 | A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Learn more about PortfolioShop | |
| 23 | 4 | 4 | - | 3.8 / 4.5 / 0.0 / 0.0 | Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. Learn more about iBalance | |
| 24 | 5 | 3 | - | 4.3 / 5.0 / 4.7 / 4.0 | SimCorp software streamlines operations for asset managers, pension funds, and insurance firms. Learn more about SimCorp Dimension | |
| 25 | 3.3 | 3 | - | 3.7 / 3.7 / 4.0 / 3.7 | StockMarket Plus is an Easy-To-Use portfolio management software for any investor. Learn more about StockMarket Plus |