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Best Online Stock Portfolio Management Software - Page 2

In an always-connected world, many businesses prefer stock portfolio management software solutions that require no local installation. Below, you’ll find top online stock portfolio management software platforms—often referred to as cloud-based or web-based—offering easy subscription models, automatic updates, and seamless remote access. Explore these recommended tools to streamline workflows, enhance collaboration, and keep your team productive from anywhere.
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★★★★★4.9 average rating from 04 reviews
Last Updated: October 09, 2026
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Popular Picks in Stock Portfolio Management Software

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Complete Product Directory

List of Top Web-Based Stock Portfolio Management Software - Page 2

Continue with products 26–48. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

Cloud Based Stock Portfolio Management Software Products 26–48

Use search, filters, and available product tabs to evaluate the next 23 listings in this category.

23 products shown
#26

Tamarac CRM

Relationship-first CRM for Financial Advisors

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Overview

Envestnet Wealth Management CRM Is A Purpose Built Client Relationship Platform Designed For Financial Advisors And Wealth Management Firms To Deliver More Personalized And Data Driven Client Experiences. Instead Of Relying On Multiple Disconnected Tools For Client Data, Communic...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#27

The Imagine Trading System

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Overview

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 evalua...

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Free TrialNA Starting Price$5000 Per month HeadquartersUnited States
#28

venturecapital

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Overview

venturecapital is a Customer Relationship Management (CRM) software solution designed for investment firms, venture capitalists, and business development teams. The software provides a centralized platform to manage and nurture relationships with investors, portfolio companies, a...

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Free TrialNA Starting PriceContact Vendor HeadquartersFrance
#29

Stock Screener

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Overview

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...

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Free TrialNA Starting Price$29.97 Per user HeadquartersBelgium
#30

Pocket Risk

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Pocket Risk is a stock portfolio management software designed to help investors track, manage, and optimize their investment portfolios. The platform provides tools for monitoring stock performance, analyzing risk, and diversifying investments. Pocket Risk offers real-time market...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited Kingdom
#31

ETF Insider

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ETF Insider is a data analysis software designed for investors and analysts focused on exchange-traded funds (ETFs). The platform offers powerful tools to track, analyze, and optimize ETF investment strategies. With real-time data feeds, users can access the latest market trends,...

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Free TrialNA Starting PriceContact Vendor HeadquartersIsrael
#32

PU Prime

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PU Prime is a powerful stock portfolio management software designed for investors, portfolio managers, and wealth management firms to effectively track and manage their stock investments. This software provides a centralized platform for users to monitor the performance of their...

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Free TrialNA Starting Price$50 Per user HeadquartersSeychelles
#33

MarketGrader

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MarketGrader is a comprehensive stock portfolio management software designed to help investors and financial professionals manage their investments with ease and efficiency. The platform provides users with powerful tools to track, analyze, and optimize their stock portfolios, en...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#34

ETFmatic

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ETFmatic is an advanced stock portfolio management software designed to help investors build and manage diversified investment portfolios with ease. Using cutting-edge algorithms and data-driven strategies, ETFmatic automatically adjusts portfolios to align with individual invest...

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Free TrialNA Starting PriceContact Vendor HeadquartersPoland
#35

Enfusion

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Overview

Enfusion is a comprehensive Investment Management Software that supports financial firms in managing portfolios, risk, and compliance. Designed for hedge funds, asset managers, and family offices, Enfusion provides real-time insights into portfolio performance, trade execution, a...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#36

Tykr

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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 m...

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Free TrialAvailable Starting Price$19 Per month HeadquartersNetherlands
#37

Limina IMS

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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,...

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Free TrialAvailable Starting Price$79000 Per year HeadquartersSweden
#38

getquin

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Getquin is a powerful stock portfolio management software that helps investors track and manage their investment portfolios effortlessly. It offers real-time data on stocks, bonds, and other financial assets, providing users with detailed analytics, trends, and performance insigh...

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Free TrialNA Starting PriceContact Vendor HeadquartersGermany
#39

HedgeGuard

🏆 SW Recommended
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Overview

HedgeGuard is a comprehensive investment management software designed to support asset managers, hedge funds, and family offices in managing portfolios, tracking performance, and overseeing investment strategies. The platform provides realtime portfolio management tools, risk ana...

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Free TrialNA Starting PriceContact Vendor HeadquartersFrance
#40

Sterling Trader Pro

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Sterling Trader Pro is a sophisticated financial reporting software designed specifically for traders and financial professionals. This platform provides advanced tools for real-time data analysis, trade execution, and comprehensive reporting on market performance. With features...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#41

Sterling OMS

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Sterling OMS is a robust financial risk management software that equips organizations with the tools needed to identify, assess, and mitigate financial risks effectively. Designed for financial institutions and corporate treasuries, Sterling OMS provides comprehensive risk analyt...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#42

TheInvestorNet

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TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring p...

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Free TrialNA Starting Price$70 Per user HeadquartersUnited States
#43

PortfolioShop

🏆 SW Recommended
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PortfolioShop is a powerful investment management software designed to cater to the needs of financial professionals and institutions. With its comprehensive suite of tools, users can efficiently manage diverse investment portfolios, track performance metrics, and analyze market...

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Free TrialNA Starting Price$1500 Per feautre HeadquartersUnited States
#44

Aikido

🏆 SW Recommended
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Aikido is a robust stock portfolio management software that allows investors and portfolio managers to track and manage their investments with ease. The platform provides a centralized dashboard where users can view detailed performance metrics, track stock prices, and monitor po...

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Free TrialNA Starting Price$20 Per user HeadquartersIreland
#45

NVSTly: Social Investing

A free, interactive social investing platform where traders can track, share, & copy trades

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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. Autom...

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Free TrialNA Starting PriceFree HeadquartersUnited States
#46

AI-signals

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AI-signals is an AI-powered stock portfolio management software designed to help investors optimize their investment strategies and track market trends. By utilizing machine learning algorithms, AI-signals analyzes historical market data, current stock performance, and economic i...

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Free TrialNA Starting Price$47 Per month HeadquartersIsrael
#47

PYTHEOS

🏆 SW Recommended
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PYTHEOS is a state-of-the-art quality management software tailored to ensure excellence in your products and services. Ideal for manufacturing, healthcare, and service industries, PYTHEOS provides a comprehensive suite of tools to manage quality control processes seamlessly. The...

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Free TrialAvailable Starting Price€8 Per user HeadquartersFrance
#48

Magnifi

The only 4 way forecaster

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Magnifi is a powerful budgeting software designed to help individuals, families, and businesses manage their finances with ease. Offering a range of budgeting tools, Magnifi allows users to create and track personalized budgets, set financial goals, and monitor spending habits. T...

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Free TrialAvailable Starting Price$295 Per month HeadquartersAustralia

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