Best Stock Portfolio Management Software for Small Businesses (Free & Paid)

Tickeron Trading Robots and Tools is a cutting-edge software designed to help traders and investors manage their stock portfolios and automate trading strategies. The platform offers a range of advanced tools for technical analysis, pattern recognition, and real-time market data, allowing users to make informed investment decisions. Tickeron’s trading robots use artificial intelligence to identi... Read more about Tickeron Trading robots and tools

Excel Price Feed is a stock portfolio management software that enables users to track and manage their investments efficiently. With this platform, users can automatically update stock prices in real time, making it easier to monitor portfolio performance and adjust strategies. Excel Price Feed integrates with Microsoft Excel, allowing users to import financial data directly into spreadsheets for ... Read more about Excel Price Feed

Is360 is a comprehensive stock portfolio management software designed to help investors and financial professionals track and optimize their investments. The platform provides users with real-time data on their portfolio performance, including stock prices, asset allocation, and market trends. With powerful analytical tools, Is360 enables users to assess risk, analyze market patterns, and generate... Read more about Is360

CloseOption is a stock portfolio management software designed for individual investors, portfolio managers, and financial advisors. This platform allows users to track, analyze, and manage their stock portfolios in real-time. CloseOption provides powerful tools for portfolio performance tracking, risk management, and asset allocation, helping users make informed investment decisions. The software ... Read more about CloseOption

FinFolio is an advanced investment management software designed to simplify portfolio management for financial advisors and investment firms. This platform provides users with comprehensive tools to track investments, manage client portfolios, and analyze performance metrics. With FinFolio, financial professionals can automate routine tasks, such as reporting and performance analysis, allowing the... Read more about FinFolio

Navexa is a sophisticated Stock Portfolio Management Software designed to help investors and financial advisors efficiently manage and optimize their investment portfolios. It offers a comprehensive platform for tracking stock holdings, analyzing performance, and making informed investment decisions, ensuring that users can maximize returns and minimize risks effectively. Navexa features an intuit... Read more about Navexa

Portfolio Pro is an intuitive stock portfolio management software that helps investors and financial professionals manage their investments efficiently. The platform allows users to track the performance of their stock portfolios, analyze market trends, and make informed investment decisions. With real-time data updates and detailed analytics, Portfolio Pro offers insights into individual stock pe... Read more about Portfolio Pro

Archway is a comprehensive investment management software designed to streamline the administration of investment portfolios for asset managers and financial institutions. This robust platform provides tools for portfolio management, performance reporting, and compliance monitoring, ensuring that organizations can effectively manage their investments. With its user-friendly interface, Archway allo... Read more about Archway

`LabHQ LIMS is a powerful laboratory information management system (LIMS) designed to streamline lab operations and ensure accurate data management. The software allows labs to track samples, manage workflows, and store test results in a centralized, secure environment. LabHQ LIMS supports barcode scanning, enabling quick and errorfree sample identification. Its flexible reporting tools allow user... Read more about LabHQ LIMS

Quoroom is an innovative equity management software designed to help organizations manage their equity ownership, fundraising, and investor relations effectively. This platform provides comprehensive tools for tracking equity distribution, managing shareholder communications, and ensuring compliance with regulations. With Quoroom, users can easily manage cap tables, process transactions, and gener... Read more about Quoroom

VALK is a sophisticated stock portfolio management software that helps investors track and optimize their investment portfolios. With a user-friendly interface, VALK allows users to monitor stock prices, analyze trends, and manage multiple portfolios in real-time. The software provides detailed performance reports, helping users understand their gains, losses, and overall portfolio health. VALK’... Read more about VALK

Sterling Stock Picker is a stock portfolio management software that helps investors research, analyze, and optimize their stock portfolios. It provides tools for tracking stock performance, analyzing market trends, and identifying investment opportunities. Sterling Stock Picker includes customizable screening options for parameters like dividend yield, P/E ratio, and volatility, allowing investors... Read more about Sterling Stock Picker

Private Wealth Systems is a stock portfolio management software designed for financial advisors, wealth managers, and individual investors who need a powerful tool to manage and analyze investment portfolios. The platform offers comprehensive portfolio tracking, performance analysis, and risk management features, enabling users to monitor asset allocations, returns, and market trends. Private Weal... Read more about Private Wealth Systems

tick Trading Software is an advanced stock portfolio management solution that assists investors in tracking and managing their investments effectively. It offers tools for monitoring market trends, analyzing portfolio performance, and making informed trading decisions. tick Trading Software’s real-time updates and customizable dashboards provide a comprehensive view of stock performance, helping... Read more about tick Trading Software

Lobster_pro is an intuitive scheduling software designed to streamline the management of appointments and resources for businesses. This platform provides tools for creating and managing schedules, booking appointments, and optimizing resource allocation, ensuring that organizations can operate efficiently. With its user-friendly interface, Lobster_pro allows users to easily view availability, sch... Read more about Lobster_pro

Vidrio Financial is a comprehensive risk management software solution designed to help financial institutions, investment firms, and asset managers identify, assess, and mitigate risk. The software provides real-time risk analytics, offering an in-depth view of both market and operational risks that could impact the financial stability of an organization. Vidrio Financial’s advanced modelin... Read more about Vidrio Financial

Zacks Advisor Tools is a powerful financial reporting software designed to assist financial advisors in delivering comprehensive investment analysis and reporting to their clients. This platform provides access to a wealth of data, including stock research, market analysis, and portfolio tracking, enabling advisors to make informed investment decisions. With features such as customizable reports, ... Read more about Zacks Advisor Tools

Beanvest is an advanced investment management software designed to help businesses and individual investors track and manage their portfolios. The platform provides tools for portfolio management, risk analysis, and performance tracking, allowing users to make informed decisions and optimize their investments. Beanvest supports a wide range of asset classes, including stocks, bonds, mutual funds, ... Read more about Beanvest

Accounting SoftwareJUMP Front-to-Back is an integrated accounting software solution that helps businesses manage their financial operations with ease. Designed for both small and large enterprises, JUMP Front-to-Back provides tools for managing accounts payable and receivable, general ledger, payroll, and financial reporting. The software automates many accounting processes, reducing the need for ... Read more about JUMP Front-to-Back

JUMP Wealth Management is a comprehensive stock portfolio management software designed to help wealth managers, financial advisors, and individual investors track, analyze, and optimize their stock portfolios. The software provides real-time market data, portfolio performance analytics, and detailed insights into asset allocation and risk management. JUMP Wealth Management supports a wide range of... Read more about JUMP Wealth Management

Nuant Portfolio Management System is an advanced software solution designed to help investors and portfolio managers efficiently manage and optimize their investment portfolios. The platform integrates with multiple data sources, providing real-time tracking of market trends, asset performance, and portfolio composition. Nuant’s powerful analytics tools allow users to evaluate their portfolio's ... Read more about Nuant Portfolio Management System

Statmetrics is a stock portfolio management software designed to help investors manage and analyze their investments. The platform offers tools for tracking stock performance, monitoring portfolio diversification, and evaluating risk. Statmetrics allows users to set investment goals, track progress, and generate reports on portfolio performance. The software includes features for analyzing stock d... Read more about Statmetrics

HRSTAQ is a comprehensive human resource software designed to streamline HR processes and enhance employee management for organizations of all sizes. This platform offers tools for recruitment, onboarding, performance management, and employee engagement, enabling HR teams to manage the entire employee lifecycle efficiently. With features such as automated workflows, self-service portals, and real-... Read more about HRSTAQ

Ledgex is a powerful investment management software designed to streamline operations for asset managers and investment firms. This platform provides comprehensive tools for portfolio management, performance tracking, and compliance reporting, enabling organizations to manage their investments effectively. Users can monitor real-time market data, analyze performance metrics, and generate reports t... Read more about Ledgex

Clear Street Studio is a sophisticated stock portfolio management software designed to help investors, financial advisors, and wealth managers track, analyze, and optimize their stock portfolios. The platform offers a user-friendly interface that allows users to monitor stock performance, track market trends, and manage their investments with ease. Clear Street Studio provides real-time data on st... Read more about Clear Street Studio