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

Investment Account Manager is a sophisticated investment management software designed to help financial professionals manage client portfolios effectively. This platform provides comprehensive tools for tracking investments, analyzing performance, and generating reports seamlessly. With its user-friendly interface, users can easily monitor asset allocation, assess risk levels, and manage transacti... Read more about Investment Account Manager

PortfolioShop is a powerful investment management software designed to cater to the needs of financial professionals and institutions. With its comprehensive suite of tools, users can efficiently manage diverse investment portfolios, track performance metrics, and analyze market trends. The platform offers real-time data integration, allowing users to make informed decisions based on current marke... Read more about PortfolioShop

ZagTrader is an advanced investment management software designed to help financial advisors, investment firms, and individual investors manage their portfolios effectively and make informed investment decisions seamlessly. It offers a comprehensive platform for tracking investments, analyzing portfolio performance, and providing personalized investment strategies. With ZagTrader, users can monitor... Read more about ZagTrader

Pebble Finance is a stock portfolio management software designed to help investors manage their portfolios, track performance, and make informed investment decisions. The software offers tools to monitor individual stock performance, manage asset allocation, and track overall portfolio growth. Pebble Finance also includes real-time market data, investment analysis, and risk management features, he... Read more about Pebble Finance

Chronograph is an advanced investment management software designed to streamline the management of investment portfolios, helping professionals optimize asset allocation, track performance, and make data-driven decisions. It offers a user-friendly platform with comprehensive features such as real-time market data, risk analysis tools, and portfolio rebalancing capabilities. Chronograph integrates ... Read more about Chronograph

Simpliza is a food delivery software designed for restaurants and food delivery services to manage orders, track deliveries, and enhance customer service. With Simpliza, businesses can receive online orders, assign deliveries, and monitor driver locations in real time, ensuring efficient order fulfillment. The software’s route optimization feature helps drivers find the fastest delivery routes, ... Read more about Simpliza

TOGGLE is a financial services software that helps businesses optimize their financial operations by automating key processes and offering data-driven insights. The software is designed for businesses in various industries, providing tools to manage accounting, budgeting, forecasting, and financial reporting. TOGGLE uses artificial intelligence to analyze financial data and provide actionable reco... Read more about TOGGLE

Sharpfin is an advanced stock portfolio management software designed to help investors and financial advisors efficiently manage, track, and optimize their investment portfolios. It offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that users can make informed investment decisions and maximize their returns. Sharpfin’s in... Read more about Sharpfin

iBalance is an innovative investment management software that provides users with the tools needed to track and manage their investment portfolios effectively. With features such as performance analysis, risk assessment, and reporting, users can make informed investment decisions and optimize their strategies. The software also offers real-time market data and analytics, enabling investors to stay... Read more about iBalance

EquityStat is a powerful stock portfolio management software designed to help investors track and analyze their investments. It offers an intuitive platform where users can monitor the performance of stocks, mutual funds, and other assets in real time. EquityStat provides detailed performance reports, allowing users to see gains, losses, dividends, and capital gains, which simplifies tax preparati... Read more about EquityStat

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer

AM-DIS is a risk management software that helps organizations identify, assess, and mitigate potential risks. It provides businesses with real-time monitoring, enabling proactive decision-making to reduce the impact of risks. The software’s advanced analytics and customizable reporting features allow users to prioritize threats and address risk exposure effectively. By automating processes, AM-D... Read more about AM-DIS

INDIS is a risk management software that helps businesses identify, assess, and mitigate potential risks across various industries. The software provides a centralized platform for managing risk data, tracking incidents, and developing strategies to minimize risks. INDIS includes customizable risk assessments, enabling organizations to evaluate risks based on specific criteria and prioritize actio... Read more about INDIS

Miventure is a stock portfolio management software that helps investors manage their portfolios and track their investment performance. The platform includes tools for asset allocation, risk assessment, and portfolio diversification, helping users make informed decisions and optimize their investments. Miventure also provides real-time market data, performance analytics, and detailed reports, givi... Read more about Miventure

Aikido is a robust stock portfolio management software that allows investors and portfolio managers to track and manage their investments with ease. The platform provides a centralized dashboard where users can view detailed performance metrics, track stock prices, and monitor portfolio health in real time. Aikido’s advanced analytics tools help investors analyze market trends, identify potentia... Read more about Aikido

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 organiz... Read more about Stock Portfolio Organizer

Bourse Analyser is a sophisticated stock portfolio management software designed to help investors track and manage their investments effectively. This platform provides tools for analyzing stock performance, monitoring market trends, and optimizing investment strategies. Bourse Analyser features an intuitive dashboard that allows users to view their portfolio at a glance, including performance met... Read more about Bourse Analyser

PaxFamilia is an investment management software designed to help family offices, wealth managers, and investment firms manage portfolios and investments effectively. The platform provides a comprehensive suite of tools for tracking asset allocations, performance metrics, and investment risks. PaxFamilia offers real-time reporting and analytics, allowing users to assess the performance of individua... Read more about PaxFamilia

LEIF is a powerful stock portfolio management software designed to help investors and financial advisors efficiently manage, track, and optimize their investment portfolios. It offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that users can make informed investment decisions and maximize their returns. LEIF’s intuitive i... Read more about LEIF

WOWS ESOP is a robust stock portfolio management software designed to help organizations manage their employee stock ownership plans (ESOPs). It provides a comprehensive platform for tracking employee stock holdings, managing vesting schedules, and ensuring compliance with regulations. The software allows HR and finance teams to easily administer ESOPs, offering features like real-time valuation t... Read more about WOWS ESOP

UltraTrader is a powerful stock portfolio management software designed for individual investors, traders, and financial professionals who want to manage their investments effectively. The software provides a comprehensive platform for tracking and analyzing stock portfolios, helping users monitor performance, assess risk, and make informed decisions. UltraTrader allows users to import stock data f... Read more about UltraTrader

Illio is a comprehensive stock portfolio management software designed to help investors and portfolio managers effectively track, analyze, and optimize their investments. This platform allows users to manage multiple portfolios, monitor stock performance in real-time, and receive alerts for price changes or news affecting their investments. Illio integrates with financial data providers to pull in... Read more about illio

Derivatas is a sophisticated stock portfolio management software designed to empower investors and financial advisors with the tools needed to efficiently manage and optimize their investment portfolios. This comprehensive platform offers a suite of features that streamline portfolio tracking, performance analysis, and strategic planning, ensuring that users can make informed investment decisions ... Read more about Derivatas

Stockalyze is a stock portfolio management software that empowers investors to track, analyze, and optimize their investment portfolios. The platform offers real-time tracking of stocks, mutual funds, and ETFs, enabling users to monitor their portfolio’s performance and make informed decisions. Stockalyze’s advanced analytics tools provide detailed insights into risk, returns, and market trend... Read more about Stockalyze

Elysys Wealth is an innovative investment management software that enables financial advisors and wealth managers to streamline their client portfolios and investment strategies. The platform offers tools for asset allocation, risk management, and performance tracking, allowing wealth managers to provide data-driven advice to clients. Elysys Wealth helps users monitor market trends, track portfoli... Read more about Elysys Wealth