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

Cubits is a sophisticated stock portfolio management software designed for investors and financial professionals seeking to optimize their investment strategies. This platform provides a comprehensive suite of tools for tracking and managing diverse investment portfolios across various asset classes, including stocks, bonds, and mutual funds. With its intuitive interface, users can easily monitor ... Read more about Cubits

Excella Trader is a specialized stock portfolio management software designed to help investors track and manage their investments effectively. This platform provides users with tools for monitoring portfolio performance, analyzing market trends, and making informed investment decisions. With features such as real-time stock quotes, performance analytics, and customizable dashboards, Excella Trader... Read more about Excella Trader

Investic 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 suite of tools for tracking stock performance, analyzing market trends, and making informed investment decisions. Investic provides real-time data integration, allowing users to monitor portfolio per... Read more about Investic

WebTrader is a stock portfolio management software designed for investors who want to streamline the tracking and analysis of their financial assets. This software provides users with tools to monitor portfolio performance, track market trends, and make informed trading decisions based on real-time data. WebTrader offers a range of analytical tools, including performance charts, asset allocation b... Read more about WebTrader

AccounTrex is a sophisticated Stock Portfolio Management Software designed to help investors and financial advisors efficiently manage and optimize their investment portfolios. Featuring an intuitive platform, AccounTrex allows users to track stock performance, analyze market trends, and monitor portfolio diversification with ease. The software includes robust tools for real-time data visualizatio... Read more about AccounTrex

MyStockPortfolio is a userfriendly stock portfolio management software designed for individuals who want an efficient way to track their investments. The software supports multiple asset types, including stocks, mutual funds, and ETFs, allowing users to view their entire portfolio in one place. With MyStockPortfolio, investors can monitor performance, track dividends, and manage capital gains with... Read more about MyStockPortfolio

PORTAX is a sophisticated stock portfolio management software designed to help investors and financial professionals manage their investment portfolios effectively. This platform provides tools for tracking stock performance, analyzing market trends, and generating reports, ensuring that users can make informed investment decisions. With PORTAX, users can easily monitor their portfolio's performan... Read more about PORTAX

Reporting.VC is a powerful stock portfolio management software designed to help investors and financial advisors track, analyze, and optimize their investment portfolios. The platform provides real-time updates on market trends, stock prices, and portfolio performance, allowing users to make informed decisions about their investments. Reporting.VC features comprehensive analytics tools that offer ... Read more about Reporting.VC

ChartBolt is a stock portfolio management software designed to help investors and traders manage their stock investments efficiently. The platform offers tools for tracking portfolio performance, analyzing market trends, and monitoring individual stocks. ChartBolt integrates real-time data feeds, providing users with up-to-date stock prices and market insights. The software also includes features ... Read more about ChartBolt

Liquid Amber is a stock portfolio management software that helps investors track, manage, and optimize their stock portfolios. The software provides users with real-time market data, analytics, and performance metrics to make informed investment decisions. Liquid Amber’s intuitive interface allows users to view their portfolio performance at a glance, including gains, losses, dividends, and over... Read more about liquid amber

Bullwaves is a dynamic stock portfolio management software designed to help investors, traders, and financial institutions track, manage, and optimize their stock investments. The platform allows users to create and monitor multiple portfolios, providing real-time updates on stock prices, market performance, and portfolio value. Bullwaves includes advanced charting tools, technical analysis indica... Read more about Bullwaves

Protonix is a comprehensive brokerage management software designed to help brokerage firms manage their operations, from client onboarding and trade execution to compliance and reporting. The platform provides tools to manage client portfolios, track transactions, and ensure that trades are executed in a timely and efficient manner. Protonix integrates with multiple trading platforms, offering a s... Read more about Protonix

ApexCube is a stock portfolio management software that provides investors and financial advisors with tools to monitor, analyze, and optimize investment portfolios. With ApexCube, users can track stock performance, assess risk, and review asset allocation, enabling informed investment decisions. The software includes real-time market data, charting tools, and custom reporting, helping users stay u... Read more about ApexCube

Savvy Trader AI is an innovative stock portfolio management software designed to assist investors in optimizing their portfolios using artificial intelligence. The platform offers tools for tracking stock performance, analyzing market trends, and identifying potential investment opportunities. Savvy Trader AI provides real-time data and predictive analytics, allowing users to assess risk, rebalanc... Read more about Savvy Trader AI

Swissbit is an advanced stock portfolio management software that helps investors and financial advisors track, analyze, and optimize their investment portfolios. With Swissbit, users can manage multiple portfolios across various asset classes, such as stocks, bonds, ETFs, and mutual funds. The platform provides real-time market data, customizable charts, and performance tracking tools that help in... Read more about Swissbit

Stock Control is an intuitive stock portfolio management software designed to help individual investors and financial institutions manage their investments effectively. Whether you're managing a personal investment portfolio or overseeing a large collection of assets, Stock Control provides the tools you need to monitor performance, track asset allocation, and make data-driven decisions. The softw... Read more about Stock Control

A social platform for retail traders to track, share, & copy trades with extensive insights on every position & in-depth performance stats. Discover & follow top traders to receive real-time notifications of their trades, or compete against the best & climb the leaderboard. Automate trading signals to instantly share to followers, Discord, or social platforms. Supporting stocks, options, forex, &... Read more about NVSTly: Social Investing