Best Online Stock Portfolio Management Software

VALK is a sophisticated stock portfolio management software that helps investors track and optimize their investment portfolios. With a user-friendly interface, VALK allows users to monitor stock prices, analyze trends, and manage multiple portfolios in real-time. The software provides detailed performance reports, helping users understand their gains, losses, and overall portfolio health. VALK’... Read more about VALK

Sterling Stock Picker is a stock portfolio management software that helps investors research, analyze, and optimize their stock portfolios. It provides tools for tracking stock performance, analyzing market trends, and identifying investment opportunities. Sterling Stock Picker includes customizable screening options for parameters like dividend yield, P/E ratio, and volatility, allowing investors... Read more about Sterling Stock Picker

Private Wealth Systems is a stock portfolio management software designed for financial advisors, wealth managers, and individual investors who need a powerful tool to manage and analyze investment portfolios. The platform offers comprehensive portfolio tracking, performance analysis, and risk management features, enabling users to monitor asset allocations, returns, and market trends. Private Weal... Read more about Private Wealth Systems

Lobster_pro is an intuitive scheduling software designed to streamline the management of appointments and resources for businesses. This platform provides tools for creating and managing schedules, booking appointments, and optimizing resource allocation, ensuring that organizations can operate efficiently. With its user-friendly interface, Lobster_pro allows users to easily view availability, sch... Read more about Lobster_pro

Vidrio Financial is a comprehensive risk management software solution designed to help financial institutions, investment firms, and asset managers identify, assess, and mitigate risk. The software provides real-time risk analytics, offering an in-depth view of both market and operational risks that could impact the financial stability of an organization. Vidrio Financial’s advanced modelin... Read more about Vidrio Financial

Zacks Advisor Tools is a powerful financial reporting software designed to assist financial advisors in delivering comprehensive investment analysis and reporting to their clients. This platform provides access to a wealth of data, including stock research, market analysis, and portfolio tracking, enabling advisors to make informed investment decisions. With features such as customizable reports, ... Read more about Zacks Advisor Tools

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

Accounting SoftwareJUMP Front-to-Back is an integrated accounting software solution that helps businesses manage their financial operations with ease. Designed for both small and large enterprises, JUMP Front-to-Back provides tools for managing accounts payable and receivable, general ledger, payroll, and financial reporting. The software automates many accounting processes, reducing the need for ... Read more about JUMP Front-to-Back

JUMP Wealth Management is a comprehensive stock portfolio management software designed to help wealth managers, financial advisors, and individual investors track, analyze, and optimize their stock portfolios. The software provides real-time market data, portfolio performance analytics, and detailed insights into asset allocation and risk management. JUMP Wealth Management supports a wide range of... Read more about JUMP Wealth Management

Nuant Portfolio Management System is an advanced software solution designed to help investors and portfolio managers efficiently manage and optimize their investment portfolios. The platform integrates with multiple data sources, providing real-time tracking of market trends, asset performance, and portfolio composition. Nuant’s powerful analytics tools allow users to evaluate their portfolio's ... Read more about Nuant Portfolio Management System

HRSTAQ is a comprehensive human resource software designed to streamline HR processes and enhance employee management for organizations of all sizes. This platform offers tools for recruitment, onboarding, performance management, and employee engagement, enabling HR teams to manage the entire employee lifecycle efficiently. With features such as automated workflows, self-service portals, and real-... Read more about HRSTAQ

Clear Street Studio is a sophisticated stock portfolio management software designed to help investors, financial advisors, and wealth managers track, analyze, and optimize their stock portfolios. The platform offers a user-friendly interface that allows users to monitor stock performance, track market trends, and manage their investments with ease. Clear Street Studio provides real-time data on st... Read more about Clear Street Studio

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 trends. The platform offers real-time data integration, allowing users to make informed decisions based on current marke... Read more about PortfolioShop

ZagTrader is an advanced investment management software designed to help financial advisors, investment firms, and individual investors manage their portfolios effectively and make informed investment decisions seamlessly. It offers a comprehensive platform for tracking investments, analyzing portfolio performance, and providing personalized investment strategies. With ZagTrader, users can monitor... Read more about ZagTrader

Pebble Finance is a stock portfolio management software designed to help investors manage their portfolios, track performance, and make informed investment decisions. The software offers tools to monitor individual stock performance, manage asset allocation, and track overall portfolio growth. Pebble Finance also includes real-time market data, investment analysis, and risk management features, he... Read more about Pebble Finance

Chronograph is an advanced investment management software designed to streamline the management of investment portfolios, helping professionals optimize asset allocation, track performance, and make data-driven decisions. It offers a user-friendly platform with comprehensive features such as real-time market data, risk analysis tools, and portfolio rebalancing capabilities. Chronograph integrates ... Read more about Chronograph

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

iBalance is an innovative investment management software that provides users with the tools needed to track and manage their investment portfolios effectively. With features such as performance analysis, risk assessment, and reporting, users can make informed investment decisions and optimize their strategies. The software also offers real-time market data and analytics, enabling investors to stay... Read more about iBalance

EquityStat is a powerful stock portfolio management software designed to help investors track and analyze their investments. It offers an intuitive platform where users can monitor the performance of stocks, mutual funds, and other assets in real time. EquityStat provides detailed performance reports, allowing users to see gains, losses, dividends, and capital gains, which simplifies tax preparati... Read more about EquityStat

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer

AM-DIS is a risk management software that helps organizations identify, assess, and mitigate potential risks. It provides businesses with real-time monitoring, enabling proactive decision-making to reduce the impact of risks. The software’s advanced analytics and customizable reporting features allow users to prioritize threats and address risk exposure effectively. By automating processes, AM-D... Read more about AM-DIS

INDIS is a risk management software that helps businesses identify, assess, and mitigate potential risks across various industries. The software provides a centralized platform for managing risk data, tracking incidents, and developing strategies to minimize risks. INDIS includes customizable risk assessments, enabling organizations to evaluate risks based on specific criteria and prioritize actio... Read more about INDIS

Miventure is a stock portfolio management software that helps investors manage their portfolios and track their investment performance. The platform includes tools for asset allocation, risk assessment, and portfolio diversification, helping users make informed decisions and optimize their investments. Miventure also provides real-time market data, performance analytics, and detailed reports, givi... Read more about Miventure