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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 |
|---|---|---|---|---|---|---|
| 51 | 0 | 0 | - | – / – / – / – | Cloud-based and AI-native investment intelligence platform for capital markets discovery, equity research, and portfolio analytics. Learn more about Fintellion | |
| 52 | 0 | 0 | - | – / – / – / – | Solution that helps asset managers produce high-quality analytics and reporting combining return, risk and ESG. Learn more about AMDIS | |
| 53 | 0 | 0 | - | – / – / – / – | Cloud-based stock portfolio management tool that helps investors receive trade signals, manage portfolios, handle liquidations, & more. Learn more about AI-signals | |
| 54 | 0 | 0 | - | – / – / – / – | Portfolio Construction Tool that optimises allocations cross-market and cross-asset type, to a desired risk-return goal. Learn more about Diversiview | |
| 55 | 0 | 0 | - | – / – / – / – | Portfolio backtesting tool that helps investors analyze investment strategies, track performance, and optimize asset allocation. Learn more about PortfolioMetrics | |
| 56 | 0 | 0 | - | – / – / – / – | Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Learn more about Comarch Wealth Management | |
| 57 | 0 | 0 | - | – / – / – / – | FantasyFunds is a stock trading tool where users can create leagues, build portfolios, and track performance. Learn more about FantasyFunds | |
| 58 | 0 | 0 | - | – / – / – / – | Cloud-based financial analysis and stock screening tool that lets users manage stocks, generate reports, and more. Learn more about Stock Screener | |
| 59 | 0 | 0 | - | – / – / – / – | MyFinanceTools is software offering portfolio tracking, calculators, and insights to help users manage their finances effectively. Learn more about MyFinanceTools | |
| 60 | 0 | 0 | - | – / – / – / – | Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns. Learn more about ByAllAccounts | |
| 61 | 0 | 0 | - | – / – / – / – | Investors thrive with Visible by streamlining portfolio monitoring, tracking fund performance, and reporting to stakeholders Learn more about Visible for Investors | |
| 62 | 0 | 0 | - | – / – / – / – | Track, analyze, and manage all your crypto assets with real-time prices, customizable profit/loss alerts in one secure dashboard. Learn more about Crypto Excel | |
| 63 | 0 | 0 | - | – / – / – / – | ETNA's wealth management software for RIAs and financial advisors. Learn more about ETNA Financial Advisor Software | |
| 64 | 0 | 0 | - | – / – / – / – | Abbove is a collaborative wealth planning platform uniting financial advisors, their clients, wealth data and technology in one place. Learn more about Abbove | |
| 65 | 0 | 0 | - | – / – / – / – | Know your real investment returns. Track TWR, dividends, benchmarks & multi-currency performance. Built for self-directed investors. Learn more about TrackinV | |
| 66 | 0 | 0 | - | – / – / – / – | SpotTradeJournal is software for stock and crypto traders to import trades, track performance, and analyze trading psychology. Learn more about SpotTradeJournal | |
| 67 | 0 | 0 | - | – / – / – / – | Portfolio performance tracker that enables investors to track investments, including stocks, ETFs, mutual funds, and cryptocurrencies. Learn more about Beanvest | |
| 68 | 0 | 0 | - | – / – / – / – | Manage ESOPs with ease using HRstaq. Track options, automate grants, and ensure compliance. Provide employees with a transparent view Learn more about HRSTAQ | |
| 69 | 0 | 0 | - | – / – / – / – | Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points. Learn more about StockwarePro | |
| 70 | 0 | 0 | - | – / – / – / – | ATrad delivers AI-powered, compliant stockbroker solution operating in Sri Lanka, Nepal, Kenya and expanding globally. Learn more about ATrad | |
| 71 | 0 | 0 | - | – / – / – / – | Sterling Trader® Pro is a trading platform for equities, options, and futures. Learn more about Sterling Trader Pro | |
| 72 | 0 | 0 | - | – / – / – / – | Web-based portfolio management solution that assists advisors to manage risk analysis, portfolio accounting and reporting. Learn more about Morningstar Office Cloud | |
| 73 | 0 | 0 | - | – / – / – / – | PU Prime is a leading online broker with 800+ products. Award-winning for top-tier service and commitment to excellence. Learn more about PU Prime | |
| 74 | 0 | 0 | - | – / – / – / – | Stock portfolio management platform that lets users trade Japanese & US stocks without paying conventional stock brokerage commissions. Learn more about STREAM | |
| 75 | 0 | 0 | - | – / – / – / – | SmarttBot is a platform for traders to trade on the exchange in an automated way. The trader sets up his strategy on our robots. Learn more about Smarttbot |