11+ Stock Portfolio Management Software

1. StockMarketEye

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Rating: 4.5/5

Price: $59.95/Year

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2. Personal Capital

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Rating: 4.8/5

Price: Free

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3. Betterment

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Rating: 5/5

Price: Custom

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4. Morningstar

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Rating: 4/5

Price: Free

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5. SigFig Portfolio Tracker

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Rating: 4.5/5

Price: Free

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6. Fidelity

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Rating: 5/5

Price: Custom

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7. Vanguard

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Rating: 5/5

Price: $20/Year

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8. BlackRock

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Rating: 4.1/5

Price: Custom

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9. Delta Investment Tracker

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Rating: 5/5

Price: Custom

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10. Dolibarr

Details

Rating: 4.6/5

Price: $9/Month

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11. FinFolio

Details

Rating: 3.7/5

Price: Custom

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12. Portax

Details

Rating: 4.3/5

Price: Custom

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What Is Stock Portfolio Management Software?

Stock portfolio management software is a specialized portfolio management software where investors keep track of their stocks through a portfolio management setup. This wealth management software is used by investors to manage their clients’ investment portfolios.

Benefits

The stock portfolio management software provides communication software tools that allow investors to communicate with their clients about overstocks and other businesses matters. The stock portfolio software is powered by automated tools that enable investors to keep track of their investments effectively. The portfolio tracker software also provides a detailed view of the investors’ stock activities as well as their clients. With this, the stock tracking program also contains investment analysis tools that aggregate the stock data into something that could guide investors on their future investment activities. The stock portfolio tracking software also allows investors to import stock market data to third-party stock software.

Features

The stock portfolio management software should provide investors with investment tools that help them to invest in stocks. The share portfolio management software should also provide tools to enable investors to purchase and sell stocks at any time and earn money from them. The stock portfolio management tools should also provide record management software tools that help investors manage their stocks. The stock market management software should be able to aggregate stock-related activity into data that helps guide investors on future stock investment activities. The share portfolio software should also integrate with third-party market data software to get information on the stock market. The software also can provide detailed stock reports to investors that include important data such as taxes and cash flow as a result of stock investment. The software should also contain tools that allow investors to perform investment portfolio analysis.

  • Stock investment tools
  • Purchase and sell stocks
  • Record management tools related to stock investment
  • Aggregate stock activity into insightful data
  • Integration with market data software
  • Generate detailed stock reports
  • Investment portfolio analysis tools

Top 10 Stock Portfolio Management Software

1. Portax

Portax provides a stock portfolio management software that allows investors to invest stock in real estate.

2. StockMarketEye

StockMarketEye provides portfolio management software that is easy to use and allows investors to keep track of their investments.

3. Personal Capital

Personal Capital provides free stock portfolio management software that allows investors to manage their investments for free. Personal Capital is owned and developed by Empower,

4. Betterment

Betterment enhances the way investors participate in the investment with tools and features that is easily accessible on the phone that makes them better investors.

5. SigFig Portfolio Tracker

SigFig Portfolio Tracker puts investors at ease with their stock portfolio management software that is effortless to use.

6. Vanguard

Vanguard gives power to investors that allow investors to provide stock using the funds that make them owners of the stocks they invested in.

7. BlackRock

BlackRock wants investors to invest stock in oil manufacturing that promises a sustainable future.

8. Delta Investment Tracker

Delta Investment Tracker provides an all-in-one app that helps investors keep track of the stock investments they made for free.

9. Dolibarr

Dolibarr provides a combination of ERP and CRM software that is open-source in nature that can help companies manage their operations.

10. FinFolio

FinFolio provides investors with wealth management software that is easy to use and provides fast and reliable solutions.

FAQs

Does stock portfolio management software have communication software tools?

Yes. Stock portfolio management software typically includes communication software tools that help investors reach out to their fellow investors and financial experts in the stock market.

What other software does stock portfolio management software integrate well with?

Stock portfolio management software integrates well with accounting software. Stock portfolio management software can enhance the capabilities of accounting software with stock investor management tools in mind that help them analyze the stock market.

How much does stock portfolio management software cost?

Pricing for stock portfolio management software is usually customized, with each software offering different subscription tiers that offer more features as the prices increase. Pricing for stock portfolio management software varies depending on the features available and the intended target investors. Low-profile investors may benefit from low-cost stock portfolio management software while big-time investors may benefit from high-cost software.


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