Top Portfolio Trader Alternatives & Competitors

Finding the right software for your business can be challenging, and while Portfolio Trader is a popular choice, it may not be the perfect fit for everyone. If you're exploring Portfolio Trader alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Portfolio Trader and discover the ideal solution tailored to your needs.

Portfolio Trader is also listed in these categories:

Last Updated: September 17, 2025

Popular Alternative Software

Active Trader Pro

Active Trader Pro

perfeature

Benzinga Pro

Benzinga Pro

$27 Per month

ByAllAccounts

ByAllAccounts

perfeature

Dolibarr ERP CRM

Dolibarr ERP CRM

   (4.5)

Free

All Competitors and Alternatives to Portfolio Trader

Derivatas is a sophisticated stock portfolio management software designed to empower investors and financial advisors with the tools needed to efficiently manage and optimize their investment portfolios. This comprehensive platform offers a suite of features that streamline portfolio tracking, performance analysis, and strategic planning, ensuring that users can make informed investment decisions ... Read more about Derivatas

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

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

Free Trial

Available

Pricing Type

$15 Per month

Location

United Kingdom

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

Free Trial

Available

Pricing Type

$99 Per one-time

Location

United States

Is360 is a comprehensive stock portfolio management software designed to help investors and financial professionals track and optimize their investments. The platform provides users with real-time data on their portfolio performance, including stock prices, asset allocation, and market trends. With powerful analytical tools, Is360 enables users to assess risk, analyze market patterns, and generate... Read more about Is360

Free Trial

NA

Pricing Type

Contact Vendor

Location

Brazil

MProfit Advisor is an advanced stock portfolio management software specifically designed for financial advisors, investors, and wealth managers. The platform provides a wide range of features to track and manage multiple portfolios, monitor market conditions, and generate detailed reports. MProfit Advisor supports various asset classes, including stocks, mutual funds, bonds, and ETFs, allowing use... Read more about MProfit Advisor

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Portfolio Manager is a comprehensive Lease Management Software designed to streamline and optimize the management of lease agreements for property managers, real estate professionals, and corporate lease departments. With its user-friendly interface, Portfolio Manager offers a complete suite of tools for tracking lease terms, managing tenant information, and handling financial transactions efficie... Read more about Portfolio Manager

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Portfolio Tracker is a powerful stock portfolio management software that helps investors monitor and manage their investments with ease. With an intuitive interface, users can track the performance of their assets in real-time, analyze market trends, and make informed decisions. The software allows for easy categorization of investments, providing comprehensive insights into portfolio diversificat... Read more about Portfolio Tracker

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Co-Pilot is a powerful stock portfolio management software designed to help individual investors and financial professionals track, manage, and optimize their stock portfolios. With real-time market data integration, Co-Pilot provides users with the ability to monitor their investments across multiple asset classes, including stocks, bonds, and ETFs, all in one platform. The software offers advanc... Read more about Co-Pilot

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

RD Investment Suite is a powerful stock portfolio management software designed to streamline the tracking and optimization of investment portfolios. It allows financial advisors, traders, and investors to efficiently organize and analyze stock portfolios in real time. With an intuitive interface, RD Investment Suite provides comprehensive analytics, enabling users to monitor performance, rebalance... Read more about RD Investment Suite

Free Trial

NA

Pricing Type

Contact Vendor

Location

Chile

Reporting.VC is a powerful stock portfolio management software designed to help investors and financial advisors track, analyze, and optimize their investment portfolios. The platform provides real-time updates on market trends, stock prices, and portfolio performance, allowing users to make informed decisions about their investments. Reporting.VC features comprehensive analytics tools that offer ... Read more about Reporting.VC

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

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

Free Trial

Available

Pricing Type

Contact Vendor

Location

Sweden

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

Free Trial

Available

Pricing Type

$19 Per month

Location

Netherlands

AccounTrex is a sophisticated Stock Portfolio Management Software designed to help investors and financial advisors efficiently manage and optimize their investment portfolios. Featuring an intuitive platform, AccounTrex allows users to track stock performance, analyze market trends, and monitor portfolio diversification with ease. The software includes robust tools for real-time data visualizatio... Read more about AccounTrex

Free Trial

NA

Pricing Type

$1650 Per user

Location

United States

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 portfolio health in real time. Aikido’s advanced analytics tools help investors analyze market trends, identify potentia... Read more about Aikido

Free Trial

NA

Pricing Type

$20 Per user

Location

Ireland

FAQs About Portfolio Trader Alternatives

Some of the best alternatives to Portfolio Trader include Fund Manager, Portfolio Tracker, Tykr, Co-Pilot, MProfit Advisor, Is360, Excel Price Feed, Sharpfin, Aikido, Derivatas , RD Investment Suite, AccounTrex, Reporting.VC and Portfolio Manager. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Portfolio Trader, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like Fund Manager, Tykr, Excel Price Feed and Sharpfin (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Portfolio Trader can consider Fund Manager, Portfolio Tracker, Tykr, Co-Pilot, MProfit Advisor, Is360, Excel Price Feed, Sharpfin, Aikido, Derivatas , RD Investment Suite, AccounTrex, Reporting.VC and Portfolio Manager. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Some of the best cloud-based alternatives to Portfolio Trader include Tykr, Sharpfin, Aikido, RD Investment Suite, AccounTrex and Portfolio Manager. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

In conclusion, while Portfolio Trader offers a robust platform for managing investments, exploring alternatives like Portfolio Manager, AccounTrex, and Fund Manager can provide tailored solutions to meet specific needs. Tools such as MProfit Advisor and Derivatas enhance analytical capabilities, while Portfolio Tracker and Excel Price Feed offer flexibility in tracking performance. For comprehensive reporting, options like Reporting.VC and Sharpfin stand out. Ultimately, the choice depends on individual investment strategies and preferences, making it essential to evaluate each option to find the best fit for your portfolio management needs.