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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 |
|---|---|---|---|---|---|---|
| 26 | 5 | 2 | - | 4.5 / 5.0 / 4.5 / 4.5 | Tamarac's platform provides portfolio management, performance reporting, CRM and trading tools for independent registered i Learn more about Tamarac | |
| 27 | 5 | 2 | - | 5.0 / 0.0 / 4.5 / 0.0 | Wealthsimple Trade is an application that supports traders and apprentice traders in buying and selling stocks. Learn more about Wealthsimple Trade | |
| 28 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 5.0 | CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental Learn more about Cubits | |
| 29 | 4.5 | 2 | - | 4.5 / 4.5 / 4.5 / 3.5 | IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors. Learn more about iLEVEL | |
| 30 | 4.5 | 2 | - | 5.0 / 3.0 / 5.0 / 5.0 | Web-based portfolio management tool which provides an overview of all types of investments through automated reporting. Learn more about EquityStat | |
| 31 | 4 | 2 | - | 4.5 / 5.0 / 3.5 / 5.0 | Front-to-Middle/Back SaaS that consolidate systems and elevate portfolio data quality. Best investment workflows in the cloud. Learn more about Limina IMS | |
| 32 | 3.5 | 2 | - | 4.0 / 3.5 / 3.5 / 2.0 | Cloud-based financial risk management tool that helps businesses buy, sell, and analyze stock portfolios on a centralized dashboard. Learn more about VectorVest | |
| 33 | 3 | 2 | - | 3.0 / 5.0 / 3.0 / 3.0 | Desktop based investment software for portfolio management. Learn more about Investment Account Manager | |
| 34 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Platform that serves banks, financial services & insurance organizations in investment management. Learn more about ZagTrader | |
| 35 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | It is a portfolio management solution that helps organizations set investment targets, allocate assets, manage orders, and more. Learn more about Portfolio Manager | |
| 36 | 5 | 1 | - | 5.0 / 3.0 / 5.0 / 5.0 | Stock Expert AI is an AI-powered platform that simplifies stock research and portfolio management for beginner investors. Learn more about Stock Expert AI | |
| 37 | 4 | 1 | - | 4.0 / 3.0 / 5.0 / 4.0 | Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more. Learn more about The Imagine Trading System | |
| 38 | 4 | 1 | - | 4.0 / 0.0 / 4.0 / 0.0 | Cloud-based tool that facilitates the trading and analysis of financial products, such as stocks, options, futures, and currencies. Learn more about Benzinga Pro | |
| 39 | 4 | 1 | - | 3.0 / 4.0 / 4.0 / 3.0 | Aladdin® is a tech platform that unifies the investment management process - designed to speak the language of portfolios. Learn more about Aladdin | |
| 40 | 4 | 1 | - | 4.0 / 5.0 / 4.0 / 4.0 | Portfolio Trader allows users to track and manage stock portfolios across currencies from iPhone, iPad, and Apple Watch. Learn more about Portfolio Trader | |
| 41 | 2 | 1 | - | 2.0 / 1.0 / 2.0 / 2.0 | Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives. Learn more about Vidrio Financial | |
| 42 | 0 | 0 | - | – / – / – / – | Track My Shares is software for Australian and US investors to track stocks, crypto, and metals, and generate tax reports. Learn more about Track My Shares | |
| 43 | 0 | 0 | - | – / – / – / – | Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Learn more about Archway | |
| 44 | 0 | 0 | - | – / – / – / – | StockMaster is award-winning portfolio management software that enables users to track shares, options, warrants, funds, and CFDs. Learn more about StockMaster | |
| 45 | 0 | 0 | - | – / – / – / – | Financial Tech Wiz Trading Journal is atrading software that helps traders track performance, gain AI insights, and benchmark results. Learn more about Financial Tech Wiz Trading Journal | |
| 46 | 0 | 0 | - | – / – / – / – | Enfusion's investment management SaaS platform removes traditional information boundaries, uniting the front-, middle- and back-office. Learn more about Enfusion | |
| 47 | 0 | 0 | - | – / – / – / – | The integrated solution IN-DIS complies with management needs and reglementary directives for insurance companies. Learn more about INDIS | |
| 48 | 0 | 0 | - | – / – / – / – | DonkyCapital is an investment tracking software that helps users monitor and analyze stocks, ETFs, and crypto through a dashboard. Learn more about DonkyCapital | |
| 49 | 0 | 0 | - | – / – / – / – | etops Asset Manager Pro boosts performance, ensures EU compliance, and automates operations for asset managers and custodians. Learn more about etops Asset Manager Pro | |
| 50 | 0 | 0 | - | – / – / – / – | Zenvesto is a portfolio tracker built for investors who want deeper portfolio insights. Monitor performance, sector allocation, analyst Learn more about Zenvesto |