Stock Portfolio Management Software
Easify
Easify is a user-friendly business software that consolidates all essential tools into one seamless application, streamlining daily operations. It simplifies...
Excel Price Feed
Excel Price Feed transforms spreadsheet management by integrating live, historical, and fundamental market data from various markets, including stocks, forex,...
Portseido
An innovative investment tracking solution, Portseido consolidates stocks, ETFs, and cryptocurrencies across 70+ exchanges globally. Users can effortlessly analyze their...
ATrad
Users can access advanced trading tools and customizable charting features on ATrad’s platform from any device, anywhere in the world....
StockMaster
Launched in 1996, this leading portfolio management software empowers investors to effortlessly track local and international shares, managed funds, and...
Tamarac
An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency. Its features include...
AllInvestView
Manage investments effortlessly with a sophisticated portfolio tracker that supports stocks, ETFs, mutual funds, bonds, and cryptocurrencies. Users benefit from...
EquityStat
EquityStat is a revolutionary web-based portfolio management tool that streamlines the tracking of stocks, bonds, ETFs, and mutual funds across...
Solvas|Portfolio
Solvas|Portfolio offers a robust solution for multi-asset class portfolio administration and reporting. Tailored for asset managers and fund administrators, it...
Morningstar Office Cloud
Morningstar Office Cloud is a robust stock portfolio management software designed for Registered Investment Advisors (RIAs). It streamlines portfolio analysis,...
Benzinga Pro
Equipped with real-time insights and alerts, this stock portfolio management software empowers investors to trade with confidence. Users benefit from...
Wealthsimple Trade
This stock portfolio management software facilitates commission-free trading, enabling users to buy and sell thousands of stocks and ETFs swiftly....
Trendo
Trendo offers intuitive stock portfolio management software that empowers traders to navigate global financial markets efficiently. With a focus on...
Kavout
An innovative AI investing platform, Kavout offers tools like the AI Stock Picker, InvestGPT, and Kai Score to help investors...
Stake
Stake is a sophisticated stock portfolio management software designed to cater to high net worth investors. It offers tailored investment...
InvestSMART
Australia's leading investment app empowers users to monitor and manage their stock portfolios effortlessly. Users can access real-time updates, receive...
Passiv
The simplest way to manage investments, Passiv allows users to see all accounts in one place and track real-time growth,...
Clear Street Studio
Modernizing the brokerage ecosystem, Clear Street Studio offers an API-first platform designed for active traders, hedge funds, and asset managers....
Fund Manager
Fund Manager is a robust portfolio management software that provides users with insightful reports and graphical representations of their investments....
Portfolio Trader
Designed for both professional traders and casual investors, this app offers robust tools for managing stock portfolios. Users can effortlessly...
MyStockPortfolio
Designed for stockpickers, this online platform provides robust tools for portfolio management, dividend research, and REIT analysis. Users can screen...
Toggle
Reflexivity, formerly known as Toggle AI, revolutionizes investment analysis with its Toggle Terminal, allowing users to effortlessly pose questions in...
Stockalyze
Stockalyze is a powerful trading tool that excels in technical analysis and charting. Users appreciate its intuitive interface for creating...
StockwarePro
StockwarePro offers the innovative Flatline Indicator, a pioneering tool that delivers price-leading signals paired with trailing stop losses and target...
HiddenLevers
The HiddenLevers Advisor Platform empowers wealth management firms to effectively assess client risk tolerance and stress-test portfolios. By generating tailored...
Portfolio Tracker
The Portfolio Tracker is an automated investment management platform tailored for Indian investors, allowing seamless tracking of diverse asset classes,...
tick Trading Software
The tick Trading Software enhances the TradeBase MX platform, offering seamless connectivity to global stock exchanges. With the new TBMX...
Write Up
This stock portfolio management software empowers teams to collaborate seamlessly from any location, enhancing efficiency for preparers and reviewers. With...
DSER
A platform designed to empower financial advisors and institutions, DSER provides essential insights, services, and tools to navigate complex financial...
Private Wealth Systems
Award-winning portfolio management and reporting software empowers sophisticated investors with unparalleled control. By seamlessly aggregating data from over 400 sources...
Bourse Analyser
Bourse Analyser offers a robust platform for market analysis and trading, providing users with tools to navigate investment opportunities effectively....
ChartsWatcher
ChartsWatcher empowers traders with a robust application designed to filter and analyze stock market changes. Users can customize alerts, view...
Co-Pilot
Co-Pilot revolutionizes portfolio management with its cloud-based, multi-asset trading platform designed for wealth managers. It seamlessly integrates portfolio and order...
VALK
Datai Network's Testnet V2.0 revolutionizes blockchain intelligence by integrating real-time data from multiple chains into a dynamic, AI-friendly layer. Leveraging...
Alpha builder
Designed for informed investors, Alpha Builder leverages cutting-edge AI and quantitative research to deliver fresh, unbiased insights across various financial...
