Stock Portfolio Management Software

Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 450,000 investors from around the world. Sharesight imports data from your broker to automatically track dividends,... Learn more

PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of... Learn more

Cash App is a web-based finance app designed to help business owners send money and buy stocks, bitcoin, and make transactions through debit cards. The app has $cashtag, allowing users to send and receive funds easily on multiple... Learn more

Similarweb is a cloud-based website traffic analysis solution, which helps businesses across finance, hospitality, retail, education, media and various other industries track the online activity of customers, prospects, partners... Learn more

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... Learn more

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to... Learn more

HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory... Learn more

Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform. Learn more

Excel Price Feed is distributed as an Excel add-in and is fully integrated with Excel, providing a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products,... Learn more

WOW ESOP is a cloud-based solution that helps users manage their custom ESOP programs. It offers the tools to digitize employees' exercise as well as vesting schedules and also offers customized reports and analytics. It also... Learn more

PYTHEOS offers a solution to easily work in a team and to pool all the actions carried out for all types of action plans. In a process of seeking consistency and efficiency, PYTHEOS contributes and formalizes the reflection by... Learn more

Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, and asset managers turn leads into meetings, meetings into valued clients, and clients into referral champions... Learn more

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve... Learn more

Active Trader Pro is a cloud-based and on-premise trading solution, which helps investors monitor and gain real-time insights about investments, discover trading opportunities and identify potential risks or rewards through... Learn more

Simpliza is a restaurant management system that helps businesses automate sale, and streamline daily routine. Simpliza offers various features such as electronic command, POS/cashier front, digital menu, delivery and more. It... Learn more

Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and... Learn more

Tykr is a cloud-based stock portfolio management solution that helps small to large businesses manage their investments on a centralized interface. The platform offers various features such as watchlist alerts, portfolio... Learn more

PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for... Learn more

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning... Learn more

TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The platform allows users to create, refine, and test trading strategies with historical data. It provides... Learn more

Limina is a Portfolio and Order Management Solution with integrated Data Management capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the... Learn more

StockMarket Plus is a cloud-based solution that helps investors streamline share portfolio management on a unified dashboard. The platform helps manage accounting, compliance, and tax management while supporting multiple... Learn more

Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment... Learn more

Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet... Learn more

Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one... Learn more