As an investor and trader on the stock market, you would have an up to date information about your portfolio. A portfolio management software allows you to keep track of all the stocks you have invested and the current value of the portfolio. It keeps track of the stocks sold and the money made due to these transactions. We evaluate the best portfolio management software so that you can use the best software.


My Stock Protfolio


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Rating: 4/5

Price: Free Trial Available

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It is an online Portfolio Management Software to track all your investments in stocks, mutual funds, and other securities. It is a complete solution by itself. It has an accurate record keeping feature which tracks every transaction like sell, buy, and dividends. You can make a better decision with its metrics reports.

Fund Manager


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Rating: 4.2/5

Price: Free Trial Available

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The software is a powerful portfolio management software available in various versions. The software can be used by an individual investor, professional trader or investment advisor. It tracks stocks, funds, options, bonds. It has good graphing facility and lot of reports. It calculates the capital gain for you to pay the proper taxes.

Share Sight


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Rating: 4.4/5

Price: $25

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It is the best portfolio and tax reporting software for doing it yourself investors. It is an online service which keeps all your data in a centralized place, backed up and secure. You have the ability to access the data from anywhere. It has a nice interface to give access to the right people based on your needs.

Easy Life


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Rating: 4.5/5

Price: Free Trial Available

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Easy Life is a web-based finance management software for Indian customers. It covers all major investments covered in India. The application is available on the Mobile platform making it easy for the customer to use it. The data is maintained very securely with the help of GeoTrust. The data is not given to the third party for marketing.

Portfolio Tracking Software for Other Platforms

It is a pleasure to have the software on other platforms like Windows, Mac and mobile operating system platforms like IOS and Android. We will look at a couple of portfolio tracking software which works on the other platforms. This will help you if you have a particular platform you would like the software to run on.

Investoscope 3 for Mac


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Rating: 4.2/5

Price: Free

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The software is a technical charting and portfolio tracking tool for individual investors which runs on the Mac platform. The software comes with a free version for 25 instruments and 50 transactions. It accurately records all transactions which help in reporting capital gains and losses for tax purposes.

JStock for Windows


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Rating: 4.4/5

Price: Free

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The software is a free and open source tool to track your stock investment. It provides market information to make your investments decisions. You can create a stock watchlist from 34 Stock Exchanges around the world. You will get your net worth at any point of time, based on the latest share value.

Stock Market Eye – Most Popular Software


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Rating: 5/5

Price: Free Trial Available

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An easy to use portfolio management software which allows you to track all your investment and provide information to stay on the top of the market. You can make decisions on which stock to invest in technical analysis or charting. Watch lists can be created for particular sectors to understand how each sector performs.

How To Install Portfolio Tracking Software?

A windows based tracking software is installed as any other software on the Windows System. Download the software from the website or the link provided by the vendor. It is a good practice to read the installation guide before carrying out the actual installation. Get all the pre-requisites ready. Run the setup or install the program by double clicking the file. It will unzip the files and start the installation process. Answer the question which it asks and wait until the installation complete. Once you get the notification you can launch to see whether the application is running.

If you would like to track all your financial investments and manage the same then portfolio tracking software is the best tool for the same. It helps you keep track of all types of investment done by you with the latest prices. It allows doing solid research for future investments. You can use any of the software mentioned above to track your portfolio.


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