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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 |
|---|---|---|---|---|---|---|
| 76 | 0 | 0 | - | – / – / – / – | TrackEdge is investment management software that helps investors track portfolios, log trades, and plan budgets in one platform. Learn more about TrackEdge | |
| 77 | 0 | 0 | - | – / – / – / – | Cloud-based solution that enables investors to manage and track assets, past performance, dividends, stock allocation, and more. Learn more about AllInvestView | |
| 78 | 0 | 0 | - | – / – / – / – | Statmetrics is an all-in-one mobile solution for portfolio analytics and investment research. Learn more about Statmetrics | |
| 79 | 0 | 0 | - | – / – / – / – | Portfolio management system for investment advisors that provides a combination of web-based software and personalized service. Learn more about Pulse | |
| 80 | 0 | 0 | - | – / – / – / – | Financial risk management solution that helps identify sources of portfolio risk through attribution analysis, VaR simulations & more. Learn more about BarraOne | |
| 81 | 0 | 0 | - | – / – / – / – | Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts. Learn more about Write-Up | |
| 82 | 0 | 0 | - | – / – / – / – | Sirius Investors is an investment analysis software that provides AI-powered tools for analyzing stocks, ETFs, and cryptocurrencies. Learn more about Sirius Investors | |
| 83 | 0 | 0 | - | – / – / – / – | Stock portfolio management solution aiding SEBI-registered RAs and RIAs to create, manage, and distribute model portfolios. Learn more about AlphaQuark |