Stock Portfolio Organizer Overview

Stock Portfolio Organizer is an intuitive investment management software designed to help individuals and financial professionals manage stock portfolios efficiently. The software allows users to track portfolio performance, monitor stock prices, and analyze market trends, all in realtime. Stock Portfolio Organizer offers a range of tools for managing multiple portfolios, enabling users to organize and evaluate investments based on their financial goals. The software includes advanced charting features, customizable reports, and performance metrics that help investors make informed decisions. Stock Portfolio Organizer also provides risk assessment tools to evaluate investment performance against market benchmarks. With its detailed analytics and reporting capabilities, the software enables users to gain a deeper understanding of their investments and make datadriven decisions. Ideal for active traders and longterm investors alike, Stock Portfolio Organizer provides a centralized platform for managing all aspects of stock portfolio investment, ensuring users have complete control over their financial assets.

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Stock Portfolio Organizer Screenshot & Video

Contact Details

  • Vendor Name Stock Portfolio Organizer
  • Founded 2015
  • Location Australia

Support

    NA


Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Networking, Consumer Goods, Financial Services, Higher Education, Information Technology & Services

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Stock Portfolio Organizer Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

Stock Portfolio Organizer Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • AUD ($) AUD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$149 Per Feature

Stock Portfolio Organizer FAQs

Stock Portfolio Organizer is an intuitive investment management software designed to help individuals and financial professionals manage stock portfolios efficiently. The software allows users to track portfolio performance, monitor stock prices, and analyze market trends, all in realtime. Stock Portfolio Organizer offers a range of tools for managing multiple portfolios, enabling users to organize and evaluate investments based on their financial goals. The software includes advanced charting features, customizable reports, and performance metrics that help investors make informed decisions. Stock Portfolio Organizer also provides risk assessment tools to evaluate investment performance against market benchmarks. With its detailed analytics and reporting capabilities, the software enables users to gain a deeper understanding of their investments and make datadriven decisions. Ideal for active traders and longterm investors alike, Stock Portfolio Organizer provides a centralized platform for managing all aspects of stock portfolio investment, ensuring users have complete control over their financial assets.

  • No, Stock Portfolio Organizer does not offer a free version.

  • Yes, Stock Portfolio Organizer offers a free trial.

  • No, Credit Card details are not required for the Stock Portfolio Organizer trial.

  • Stock Portfolio Organizer offers the following pricing plans & packages:

    Basic

    $149 Per Feature

  • Stock Portfolio Organizer supports the following payment frequencies:

    • One-Time Payment

  • No, Stock Portfolio Organizer does not offer an API.

  • Stock Portfolio Organizer offers training with the following options:
    • Documentation

  • Stock Portfolio Organizer supports the following languages:
    • English

  • Following are the typical users of the Stock Portfolio Organizer:
    • Self-Employed , Small-Business , Midsize-Business