Stock Portfolio Organizer

Stock Portfolio Organizer

Stock Portfolio Organizer offers intuitive management for shares, margin, CFDs, futures, and forex, enabling users to assess risks and analyze performance across multiple currencies. Its robust JavaScript scripting capability allows custom calculations and tools, while secure local data storage empowers users with complete control and streamlined error correction support.

Top Stock Portfolio Organizer Alternatives

1

PropertyDirector

Renowned for its user-friendly interface, PropertyDirector offers exceptional investment management features tailored for property investors.

2

HALO Global

Offering innovative investment technology, HALO Global presents 29 thematic Vues tailored to reflect significant long-term trends such as artificial intelligence, clean technology, and high dividends.

3

Sharesight

This powerful portfolio tracking software allows investors to monitor their investments seamlessly in one place, featuring award-winning performance and robust dividend tracking.

4

Calibre RMS

Calibre RMS is a customizable research management platform designed to enhance investment research workflows.

5

Stropro

This investment management software offers wealth advisers global access to over 400 tailored investment solutions, empowering them to craft and oversee portfolios aligned with client goals.

6

Diversiview

Diversiview offers a cloud-based solution for portfolio analysis and optimization, empowering retail investors and professionals.

7

Asendium

By slashing the time to create a Statement of Advice from 16 hours to just...

8

Invest Suite

By offering B2B, API-enabled solutions, it allows firms to customize investment experiences, optimize portfolio construction...

9

Dcypher

With robust features for risk assessment and performance evaluation, it enhances user experience while safeguarding...

10

Registry Direct

It enables users to create and manage capital tables with various security types, seamlessly allot...

11

Sargon

With Dr...

12

PackHedge™

Its robust engine supports batch production, simulation, and stress-testing, empowering users to conduct thorough risk...

13

AlphaSense

Its AI-driven platform enables users to efficiently analyze company filings, expert calls, and market trends...

14

STRATAFOLIO

Users gain a consolidated financial overview, enabling easy tracking of asset values and cash flow...

15

Chartsmart

and Canadian stock exchanges...