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

PHI 1 is a powerful stock portfolio management software that helps investors track, analyze, and optimize their investments in the stock market. The platform provides real-time data on stock performance, allowing users to make informed decisions and maximize returns. PHI 1 offers a range of tools, including portfolio tracking, performance analysis, and risk management, to help users manage their i... Read more about PHI 1

XT-ERP is a robust Enterprise Resource Planning (ERP) system with a built-in Customer Relationship Management (CRM) module designed to help businesses streamline their operations and improve customer engagement. This integrated software solution covers a broad spectrum of business functions, from finance and supply chain management to HR and customer service. The CRM component of XT-ERP provides b... Read more about XT-ERP

RD Investment Suite is a powerful stock portfolio management software designed to streamline the tracking and optimization of investment portfolios. It allows financial advisors, traders, and investors to efficiently organize and analyze stock portfolios in real time. With an intuitive interface, RD Investment Suite provides comprehensive analytics, enabling users to monitor performance, rebalance... Read more about RD Investment Suite

FinTok is a cutting-edge stock portfolio management software designed to help investors track and manage their portfolios with ease. Whether you're an individual investor or managing a diverse investment portfolio on behalf of an institution, FinTok offers comprehensive tools to monitor stock performance, assess portfolio risk, and optimize investment strategies. The platform provides real-time ma... Read more about FinTok

Perfona is an advanced Investment Management Software designed to streamline and optimize the management of investment portfolios for financial advisors, asset managers, and individual investors. It offers a comprehensive platform for tracking investments, analyzing performance, and managing client relationships, ensuring efficient and informed investment decisions. Key features include real-time ... Read more about Perfona

StockwarePro is a powerful stock portfolio management software tailored for individual investors and financial professionals. This software provides realtime tracking of stock prices, portfolio performance, and market trends, helping users make informed investment decisions. StockwarePro offers tools for portfolio analysis, allowing users to evaluate their investments, assess risks, and forecast f... Read more about StockwarePro

Portfolio Trader is an advanced stock portfolio management software developed for investors who want to optimize and streamline their investment tracking. The platform provides a comprehensive view of asset performance, including stocks, ETFs, bonds, and other financial instruments. With realtime data updates, Portfolio Trader enables users to monitor market trends and track portfolio growth or de... Read more about Portfolio Trader

StockMaster is a robust stock portfolio management software designed for individual investors, wealth managers, and financial analysts. It provides an intuitive platform for tracking stock investments, managing multiple portfolios, and analyzing financial performance. StockMaster allows users to monitor realtime stock prices, historical data, and market trends to make informed investment decisions... Read more about StockMaster

ChartsWatcher is an innovative stock portfolio management software designed to help investors track and optimize their investments effectively. The platform offers comprehensive tools for monitoring stock performance, analyzing market trends, and making informed investment decisions. With its user-friendly interface, ChartsWatcher allows users to create personalized portfolios, set alerts for pric... Read more about ChartsWatcher

Nuvestan is a stock portfolio management software designed to help investors track, manage, and optimize their stock investments. The platform provides tools for monitoring portfolio performance, analyzing market trends, and making informed investment decisions. Nuvestan includes features for tracking real-time stock prices, creating custom watchlists, and generating reports on portfolio diversifi... Read more about Nuvestan

Alpha Builder is a comprehensive stock portfolio management software designed for both individual investors and financial advisors. With its advanced tools and features, Alpha Builder helps users track, analyze, and optimize their stock portfolios to achieve better financial returns. The platform provides real-time market data, portfolio performance tracking, and risk analysis, giving users a clea... Read more about Alpha builder

Canorit is a sophisticated stock portfolio management software designed to help investors, traders, and financial advisors track, manage, and analyze their investment portfolios. The platform provides real-time data on stock prices, performance metrics, and market trends, allowing users to make informed investment decisions. Canorit supports portfolio diversification, enabling users to monitor ass... Read more about Canorit

SkyBlue Analytics is a powerful stock portfolio management software that enables investors and asset managers to track, analyze, and optimize their investment portfolios. The platform provides real-time data feeds, advanced analytics, and predictive tools to help users make data-driven decisions and manage risks effectively. SkyBlue Analytics allows users to assess the performance of individual st... Read more about SkyBlue Analytics

JBL Risk Manager is a comprehensive stock portfolio management software designed for both individual investors and financial institutions to manage and analyze their investment portfolios effectively. The software offers a wide range of tools to track the performance of stocks, bonds, mutual funds, and other financial assets, providing users with in-depth insights into their portfolio’s risk, re... Read more about JBL Risk Manager

optionlogy is an intuitive stock portfolio management software aimed at investors and financial advisors who want to optimize their portfolios. It provides real-time market insights, portfolio tracking, and detailed performance analytics. Users can track multiple portfolios, set alerts for price changes, and analyze risk factors, enabling informed decision-making. The software also includes educat... Read more about optionlogy

Osmoze is an advanced Project Portfolio Management (PPM) software designed to help organizations prioritize, manage, and track multiple projects simultaneously. With Osmoze, businesses can effectively allocate resources, track progress, and ensure that each project aligns with the organization’s strategic goals. The software provides a centralized platform where project managers can monitor proj... Read more about Osmoze

AllInvestView is a powerful investment management software designed to help investors, asset managers, and financial institutions track, analyze, and manage their investment portfolios. The software provides a comprehensive suite of tools to monitor market trends, evaluate asset performance, and make informed investment decisions. AllInvestView offers real-time financial data, allowing users to tr... Read more about AllInvestView

Trendo is an intuitive stock portfolio management software designed for investors who want to track and optimize their stock market investments. Whether you are an individual investor, a financial advisor, or managing a portfolio for an institution, Trendo provides the tools you need to track performance, assess risk, and make informed decisions. The platform allows users to easily import and mana... Read more about Trendo

Iron Condor is an advanced stock portfolio management software designed to help investors track and optimize their investment strategies. This platform provides comprehensive tools for monitoring stock performance, managing trades, and analyzing market trends. With Iron Condor, users can easily create and manage portfolios, track asset allocations, and generate reports on investment performance. T... Read more about Iron Condor

AI-signals is an AI-powered stock portfolio management software designed to help investors optimize their investment strategies and track market trends. By utilizing machine learning algorithms, AI-signals analyzes historical market data, current stock performance, and economic indicators to provide actionable insights and recommendations for portfolio management. The software helps investors crea... Read more about AI-signals

ATrad is a powerful stock portfolio management software designed for both individual investors and financial advisors. With its intuitive interface, ATrad helps users track their investment portfolios, manage stock positions, and analyze performance across various asset classes. The software features real-time market data, allowing users to monitor stock prices, trends, and news that impact their ... Read more about ATrad

PYTHEOS is a state-of-the-art quality management software tailored to ensure excellence in your products and services. Ideal for manufacturing, healthcare, and service industries, PYTHEOS provides a comprehensive suite of tools to manage quality control processes seamlessly. The software facilitates the creation and monitoring of quality standards, enabling organizations to maintain consistency an... Read more about PYTHEOS

WriteUp is a comprehensive stock portfolio management software designed to help investors track, analyze, and manage their investments. The platform allows users to create and manage multiple portfolios, monitor stock performance, and gain insights into portfolio diversification. WriteUp automatically updates stock prices in realtime, providing uptodate information on the performance of individual... Read more about Write-Up

Diversiview is a sophisticated investment management software designed to help investors, asset managers, and financial advisors streamline portfolio management and improve investment decision-making. The software provides a comprehensive platform for tracking assets, managing portfolios, and analyzing market performance in real-time. Diversiview’s advanced analytics tools allow users to monitor... Read more about Diversiview

Folishare is a stock portfolio management software designed to help investors and financial advisors track, analyze, and manage their stock investments. The platform provides real-time updates on stock prices, portfolio performance, and market trends, enabling users to make informed investment decisions. Folishare’s portfolio analysis tools allow investors to assess risk, calculate returns, and ... Read more about folishare