Best Free Stock Portfolio Management Software

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

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

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

Macabacus is a comprehensive presentation software designed to enhance productivity, accuracy, and collaboration for finance and business professionals. This platform offers an extensive suite of tools for creating professional presentations, financial models, and reports with speed and precision. Macabacus integrates directly with Microsoft PowerPoint and Excel, providing pre-built templates, for... Read more about Macabacus

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

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

Fund Manager is a comprehensive stock portfolio management software designed to help investors track, manage, and optimize their portfolios with ease. This powerful tool provides a wide range of features that enable users to monitor portfolio performance, analyze risk, and manage assets efficiently. Fund Manager supports various investment types, including stocks, bonds, mutual funds, and exchange... Read more about Fund Manager

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

Stock Screener is a stock portfolio management software that helps investors monitor, analyze, and optimize their investment portfolios. It provides tools for tracking stock performance, evaluating financial metrics, and identifying new investment opportunities based on specific criteria. Stock Screener includes customizable filters for parameters like P/E ratio, market cap, and dividend yield, al... Read more about Stock Screener

Tykr is a powerful stock portfolio management software designed to help investors track and manage their investments. With Tykr, users can monitor their stock performance, analyze trends, and make data-driven decisions to optimize their portfolios. The software offers real-time market data, financial analysis tools, and risk assessment features to help investors evaluate the value of their holding... Read more about Tykr

Limina IMS is an advanced investment management software designed to simplify portfolio management, trading, and reporting for asset managers, private equity firms, and institutional investors. The platform provides a centralized system for managing diverse investment portfolios, tracking market performance, and making informed investment decisions. Limina IMS offers comprehensive tools for asset ... Read more about Limina IMS

ETNA Digital Advisor is a cutting-edge stock portfolio management software designed for investors and financial advisors. The platform helps users manage their investment portfolios by providing advanced tools for tracking stock performance, optimizing investment strategies, and analyzing market trends. ETNA Digital Advisor offers a user-friendly interface that enables easy portfolio setup, asset ... Read more about ETNA Digital Advisor

Excel Price Feed is a stock portfolio management software that enables users to track and manage their investments efficiently. With this platform, users can automatically update stock prices in real time, making it easier to monitor portfolio performance and adjust strategies. Excel Price Feed integrates with Microsoft Excel, allowing users to import financial data directly into spreadsheets for ... Read more about Excel Price Feed

FinFolio is an advanced investment management software designed to simplify portfolio management for financial advisors and investment firms. This platform provides users with comprehensive tools to track investments, manage client portfolios, and analyze performance metrics. With FinFolio, financial professionals can automate routine tasks, such as reporting and performance analysis, allowing the... Read more about FinFolio

Navexa 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 platform for tracking stock holdings, analyzing performance, and making informed investment decisions, ensuring that users can maximize returns and minimize risks effectively. Navexa features an intuit... Read more about Navexa

Quoroom is an innovative equity management software designed to help organizations manage their equity ownership, fundraising, and investor relations effectively. This platform provides comprehensive tools for tracking equity distribution, managing shareholder communications, and ensuring compliance with regulations. With Quoroom, users can easily manage cap tables, process transactions, and gener... Read more about Quoroom

Beanvest is an advanced investment management software designed to help businesses and individual investors track and manage their portfolios. The platform provides tools for portfolio management, risk analysis, and performance tracking, allowing users to make informed decisions and optimize their investments. Beanvest supports a wide range of asset classes, including stocks, bonds, mutual funds, ... Read more about Beanvest

Statmetrics is a stock portfolio management software designed to help investors manage and analyze their investments. The platform offers tools for tracking stock performance, monitoring portfolio diversification, and evaluating risk. Statmetrics allows users to set investment goals, track progress, and generate reports on portfolio performance. The software includes features for analyzing stock d... Read more about Statmetrics

Investment Account Manager is a sophisticated investment management software designed to help financial professionals manage client portfolios effectively. This platform provides comprehensive tools for tracking investments, analyzing performance, and generating reports seamlessly. With its user-friendly interface, users can easily monitor asset allocation, assess risk levels, and manage transacti... Read more about Investment Account Manager

Simpliza is a food delivery software designed for restaurants and food delivery services to manage orders, track deliveries, and enhance customer service. With Simpliza, businesses can receive online orders, assign deliveries, and monitor driver locations in real time, ensuring efficient order fulfillment. The software’s route optimization feature helps drivers find the fastest delivery routes, ... Read more about Simpliza

TOGGLE is a financial services software that helps businesses optimize their financial operations by automating key processes and offering data-driven insights. The software is designed for businesses in various industries, providing tools to manage accounting, budgeting, forecasting, and financial reporting. TOGGLE uses artificial intelligence to analyze financial data and provide actionable reco... Read more about TOGGLE

Sharpfin is an advanced stock portfolio management software designed to help investors and financial advisors efficiently manage, track, and optimize their investment portfolios. It offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that users can make informed investment decisions and maximize their returns. Sharpfin’s in... Read more about Sharpfin