Skip to content
TrustList
Products · category

Top Stock Portfolio Management Software for For Traders

7 stock portfolio management software ranked by rating, review volume and listing quality.

Between them, the 7 stock portfolio management software on this page cover risk management (5), technical analysis (5), portfolio accounting (4) and portfolio rebalancing (3). 6 of them have written a profile you can read before you get in touch.

Filter by fitbudget, engagement, size and more

Only businesses that have told TrustList match a filter. Filters never change the order or a score.

  1. Excella Trader logo

    For Investment Advisors · Risk Management · Technical Analysis

    Excella is a Cloud-based platform to integrate, monitor and streamline clients accounts Conveniently synergize worldwide functionalities via global e-commerce distinctively…

  2. Active Trader Pro logo

    For Investment Advisors · Risk Management · Technical Analysis

    Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

  3. MAUS StockMarket Plus logo

    For Investment Advisors · Portfolio Accounting · Portfolio Rebalancing

    A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials.

  4. Stock Portfolio Organizer logo

    For Investment Advisors · Risk Management · Data Warehousing

    It allows you to view upcoming dividends for your currently open trades or for the whole market if you want to look for opportunities This view also speeds up dividend data entry…

  5. VectorVest logo

    For Investment Advisors · Technical Analysis

  6. CubitBlack logo

    For Investment Advisors · Risk Management · Technical Analysis

    Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment.

  7. Excel Price Feed logo

    For Investment Advisors · Risk Management · Technical Analysis

    Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Market and Quandl for live financial data.

For vendors

Want to see your product here?

The order is earned: ratings, verified reviews and listing quality decide it, and nobody can pay to move up. There are two ways to stand out, and each one says what it is.

Not on TrustList yet? Add your product or claim its listing, free.

Get vetted

Free

  • We check your registration, your website and your clients
  • Approved listings show the Verified badge here and on their profile
  • It earns a rank number and counts towards the TrustList Score; renewed yearly

Sponsor this ranking

Paid · always labelled

  • A Sponsored card above the ranked list, up to three per ranking
  • Marked Sponsored, and it never changes the order
  • Booked by the month; cancel any time
Same subject

More stock portfolio management software rankings

Every other way we rank stock portfolio management software — by what they do and where they are.

All 24 rankings
Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles
Browse

More categories

Jump to another ranked category.

All categories