Share Portfolio Management Software
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Here's our list of apps for Share Portfolio Management Software. Filters help you narrow down the results to find exactly what you’re looking for.
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53 Software options
Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.
Read more about Sharesight
PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.
Read more about PORTAX
Aladdin® is a tech platform that unifies the investment management process - designed to speak the language of portfolios.
Read more about Aladdin
Cash App is a web-based finance mobile application designed to help businesses send money, design debit cards, and buy stocks and bitcoins. With $cashtag, users can send and receive money using multiple devices.
Read more about Cash App
SimilarWeb is a global multi-device market intelligence company used by hundreds of thousands of businesses worldwide, to discover, track, and grow their digital market share
SimilarWeb Pro provides a global view of endless website and mobile app data based on the largest user panel in the industry. The app aggregates all competitor intelligence...
Read more about Similarweb
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.
Read more about Dolibarr
WOWS Cap Table is a digital cap table management tool designed to help startups manage their equity
Read more about WOWS Equity
Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.
Read more about Macabacus
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.
Read more about HiddenLevers
Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades...
Read more about Seeking Alpha
Excel Price Feed is an API that allows developers to access real-time and historical price data for financial products. It provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies, and cryptocurrencies.
Read more about Excel Price Feed
PYTHEOS is a collaborative action plan management solution. PYTHEOS offers companies and public bodies a 360 ° vision of their processes and issues through the implementation of a continuous improvement process.
Read more about PYTHEOS
Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.
Read more about Nitrogen
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.
Read more about TOGGLE
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities
Read more about HedgeGuard
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.
Read more about Active Trader Pro
xtb is a platform that focuses on trading and offers its users a choice of many global markets. xtb also provides customer support – available on weekdays – for its users, which can be accessed via various channels. xtb's trading academy aims to streamline trading basics for those getting started.
Read more about xtb
Simpliza is a cloud-based and on-premise restaurant system created to automate and simplify the way of selling. It offers electronic command, PDV, digital menu, administrative, delivery with iFood integration, Omie + Simpliza integration, and integration with Goomer Go.
Read more about Simpliza
Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.
Read more about Quoroom
Tykr is a stock screener and education platform all-in-one. It guides you throughout your entire investing journey and helps you reduce risk and manage your own investments.
Read more about Tykr
Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations
Read more about Unity
TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition,...
Read more about TrendSpider
Wealthsimple Trade is a trading application that aims to make stock trading streamlined and secure. This app is fully mobile is part of its user appeal. No transaction fees are charged, and no minimum account balance is required.
Read more about Wealthsimple Trade
Limina allow asset & investment managers Front and Middle office teams to focus on what matters – producing returns with minimal operational risk
Read more about Limina IMS
StockMarket Plus is a cloud-based stock portfolio management solution for Australian investors. The platform allows users to track, record, forecast, and manage shares and dividends on a centralized interface. It helps investors manage compliance through taxation reports and summaries aligned with Australian GST, CGT, and tax legislation.
Read more about StockMarket Plus