Top Stock Portfolio Management Software
Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments. Use our rankings below to compare Stock Portfolio Management Software options and features, and find the best one for you and your business.
Stock Portfolio Management Software Features
Alerts/Notifications
Alerts/notifications within the system
Client Management
Manage company interactions with current customers
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk.
For Investment Advisors
Used by financial advisors and money managers
Portfolio Accounting
Track the gain and losses of investments.
Portfolio Management
Create risk-return profiles to compare initiatives so that all the projects align with strategic goals and deliver business value.
Portfolio Rebalancing
Reallocation of assets to reflect changing investment goals or market conditions
Risk Management
Identify, evaluate, mitigate, and report on risk
Stock Management
Manage the buying, selling, and holding of stocks
Tax Management
Track tax-related transactions and ensure compliance
Wash Sale Detection
Detect potential wash sale violations.
Related to Stock Portfolio Management Software
Financial Reporting Software
Hedge Fund Software
Investment Management Software
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android. Read More
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. Read More
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing Read More
When financial advisors aren't afraid to talk about risk, investors aren't afraid to make the right decisions. Read More
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Read More
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. Read More
Open source solution for all around business management from customers and orders to invoicing and inventory. Read More
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Read More
Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds. Read More
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation. Read More