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Best Stock Portfolio Management Software for Small Businesses (Free & Paid) - Page 2

Running a small business comes with unique challenges, including tight budgets and limited resources. That’s why choosing the right stock portfolio management software can significantly improve your workflow and help you compete more effectively. Here, we feature the top stock portfolio management software solutions designed for small businesses—offering affordable pricing, user-friendly interfaces, and scalable features that grow alongside your company.
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★★★★★4.9 average rating from 04 reviews
Last Updated: October 09, 2026
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List of Top Best Stock Portfolio Management Software for Small Businesses - Page 2

Continue with products 26–50. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

Stock Portfolio Management Software for Small Businesses Products 26–50

Use search, filters, and available product tabs to evaluate the next 25 listings in this category.

25 products shown
#26

Sharesight

🏆 SW Recommended

Be the smarter investor

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Overview

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 investm...

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Free TrialAvailable Starting Price$7 Per month HeadquartersAustralia
#27

Fund Manager

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Overview

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...

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Free TrialAvailable Starting Price$99 Per one-time HeadquartersUnited States
#28

Smarttbot

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Overview

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 featu...

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Free TrialNA Starting PriceContact Vendor HeadquartersBrazil
#29

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
#30

MarketRisk

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Overview

MarketRisk is a comprehensive stock portfolio management software designed to assist investors and financial advisors in monitoring and optimizing their investments. With MarketRisk, users can track stock performance, assess portfolio risk, and analyze market trends in real-time....

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Free TrialNA Starting Price$135 Per one-time HeadquartersCanada
#31

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
#32

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
#33

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
#34

Portfolio Tracker

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Overview

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....

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Free TrialNA Starting PriceContact Vendor HeadquartersIndia
#35

Pocket Risk

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Overview

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
#36

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
#37

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
#38

MarketGrader

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Overview

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
#39

ETFmatic

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Overview

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
#40

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
#41

Tykr

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Overview

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
#42

Limina IMS

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Overview

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
#43

getquin

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Overview

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
#44

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
#45

Co-Pilot

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Overview

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 inves...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#46

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
#47

Sterling OMS

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Overview

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
#48

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
#49

PortfolioShop

🏆 SW Recommended
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Overview

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
#50

Aikido

🏆 SW Recommended
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Overview

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

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