Best Online Stock Portfolio Management Software

Unity is a robust development engine that empowers creators to build captivating and interactive 2D and 3D experiences. Its intuitive interface simplifies the development process, making it accessible for both beginners and seasoned developers. With a vast asset store, Unity offers a treasure trove of ready-made elements for game development, from characters to environments, accelerating game crea... Read more about Unity

Seeking Alpha is an intuitive stock portfolio management software designed for investors seeking to optimize their portfolios. It provides tools to track investments, monitor stock performance, and receive real-time alerts on market changes. The platform offers deep analysis, including earnings reports, market trends, and expert insights, enabling users to make informed decisions. With its portfol... Read more about Seeking Alpha

InvestingPro is a comprehensive investment management software designed to streamline and enhance the investment processes for financial advisors, asset managers, and individual investors. It offers a robust suite of tools for portfolio management, performance tracking, risk analysis, and client reporting, ensuring that investments are managed efficiently and effectively. InvestingPro’s intuitiv... Read more about InvestingPro

Benzinga Pro is a powerful stock portfolio management software designed to help investors and traders track, manage, and optimize their investment portfolios. With real-time data, advanced analytics, and comprehensive news coverage, Benzinga Pro empowers users to make informed decisions in the stock market. The platform provides live market data, including stock prices, news, earnings reports, and... Read more about Benzinga Pro

Similarweb is a powerful software that unveils the digital world's secrets. With its user-friendly interface, it offers a comprehensive view of your website's performance, competition, and market trends. Easily track your online presence, uncover valuable insights about your audience, and gain a competitive edge. Discover where your website stands in search rankings, monitor traffic sources, and e... Read more about Similarweb

Cash App is a popular mobile banking software that offers a seamless and user-friendly platform for managing personal finances. Users can send and receive money instantly, make payments, and transfer funds with just a few taps on their smartphones. Cash App also features a debit card, allowing users to make purchases directly from their Cash App balance. The platform supports cryptocurrency tradin... Read more about Cash App

ByAllAccounts is a financial reporting software that enables financial institutions to aggregate, reconcile, and report on client data, supporting accurate and comprehensive financial insights. The platform provides tools for data aggregation, account reconciliation, and report generation, ensuring detailed financial records. ByAllAccounts’ analytics offer insights into account performance, fina... Read more about ByAllAccounts

Morningstar Office Cloud is a stock portfolio management software that provides financial professionals with tools to manage and track client portfolios with ease. The platform allows users to monitor investment performance, conduct in-depth analysis, and benchmark portfolios against industry standards. Morningstar Office Cloud’s integrated research tools give access to a wealth of market data, ... Read more about Morningstar Office Cloud

Active Trader Pro is a sophisticated stock portfolio management software designed for active investors and traders seeking to optimize their trading strategies. The platform provides tools for real-time market analysis, customizable charting, and advanced trading capabilities, ensuring that users have access to the information they need to make informed decisions. With its user-friendly interface,... Read more about Active Trader Pro

BarraOne is an innovative financial risk management platform that provides users with advanced tools for performance measurement and risk analytics. Designed for financial institutions and investment professionals, it delivers comprehensive insights into portfolio risk and attribution analysis. With its sophisticated modeling capabilities, BarraOne allows users to assess the impact of various mark... Read more about BarraOne

iLEVEL is an advanced investment management software designed to help organizations streamline their investment tracking and reporting processes. This powerful platform provides tools for monitoring portfolios, analyzing performance, and generating reports, ensuring that investment managers can make informed decisions. With iLEVEL, organizations can automate data collection and reporting, reducing... Read more about iLEVEL

XTB is an advanced stock portfolio management software that provides investors with tools to monitor, analyze, and optimize their stock investments. The platform offers real-time market data, customizable watchlists, and advanced charting tools, allowing users to track performance and make informed trading decisions. XTB also supports multi-asset trading, enabling users to diversify their portfoli... Read more about xtb

Wealthsimple Trade is a user-friendly stock portfolio management software designed to help investors manage and track their investment portfolios with ease. Ideal for both beginner and experienced investors, Wealthsimple Trade offers a straightforward platform to buy, sell, and track stocks, ETFs, and cryptocurrencies. The software provides real-time market data, portfolio performance analysis, an... Read more about Wealthsimple Trade

Reviso is the former international edition of e-conomic, one of europe's largest cloud accounting platforms originating from Scandinavia – trusted by more than 100.000 companies. Reviso is a program in the cloud, with continuous and automatic data backups. Reviso uses Microsoft's Azure infrastructure, synonymous with security and reliability. Reviso does not require the use of private servers a... Read more about Reviso

SimCorp Dimension is a comprehensive investment management software designed for financial institutions to manage their portfolios effectively. With features such as risk management, compliance monitoring, and performance analytics, SimCorp Dimension provides valuable insights into investment performance. The user-friendly interface allows investment managers to access real-time data and make info... Read more about SimCorp Dimension

TrendSpider is a powerful data analysis software designed for technical traders and investors. It utilizes advanced algorithms and machine learning to analyze market trends, identify patterns, and automate trading strategies. TrendSpider’s intuitive interface allows users to visualize complex data through customizable charts, and its automated technical analysis tools provide actionable insights... Read more about TrendSpider

VectorVest is an advanced stock portfolio management software designed to provide investors with comprehensive tools for analyzing and managing their investments. This platform offers real-time data on stock performance, market trends, and investment strategies, empowering users to make informed decisions. With features like customizable watchlists, detailed stock analysis, and risk assessment too... Read more about VectorVest

Visible for Investors is a comprehensive investment management software solution designed to help investors, portfolio managers, and financial advisors manage, track, and analyze their investment portfolios. The software offers a user-friendly interface for tracking assets, monitoring performance, and generating reports, allowing users to stay informed about their investments at all times. With re... Read more about Visible for Investors

Stake is a robust stock portfolio management software designed to help investors and financial advisors track, analyze, and optimize their stock investments. The platform provides real-time data on stock prices, market trends, and portfolio performance, offering valuable insights to aid in decision-making. Stake allows users to easily add and manage multiple portfolios, monitor gains and losses, a... Read more about Stake

Big software, for small businesses. Say goodbye to messy spreadsheets and missing payments. Axonaut is an all-in-one invoicing software that connects financial and CRM data, for seamless daily operations. Axonaut is the all-in-one tool that delivers the unbeatable combination of power, efficiency and simplicity, all at a price that won’t break the bank. Read more about Axonaut

HiddenLevers is a sophisticated investment management software designed to enhance portfolio analysis and risk management for financial advisors and investment firms. The platform offers a comprehensive suite of tools for scenario modeling, stress testing, and performance analytics, ensuring that financial professionals can make informed investment decisions. HiddenLevers’ intuitive interface al... Read more about HiddenLevers

Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investment managers who need a comprehensive view of their portfolio's performance over time. Sharesight automatically imports ... Read more about Sharesight

Smarttbot is an innovative stock portfolio management software designed to help investors track and optimize their investment portfolios. This platform provides tools for monitoring stock performance, analyzing market trends, and making informed trading decisions. Smarttbot features an intuitive dashboard that allows users to view their portfolio's performance in real-time, track asset allocation,... Read more about Smarttbot

Envestnet TAMARAC is a comprehensive portfolio and client management software tailored for independent advisors and wealth managers. Central to its design is an advanced portfolio management system, which facilitates efficient asset allocation, performance reporting, and rebalancing. The platform integrates a client portal, offering a clear and interactive interface for clients to view their inves... Read more about Tamarac CRM

The Imagine Trading System is a cutting-edge risk management software designed specifically for the financial sector. It empowers traders and portfolio managers with tools to identify, assess, and mitigate risk in real time. The platform offers comprehensive analytics that evaluate various risk factors, including market, credit, and operational risks. Users benefit from customizable dashboards tha... Read more about The Imagine Trading System