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Top Stock Portfolio Management Software for Installed - Windows

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

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

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  1. Active Trader Pro logo

    Active Trader Pro

    For Investment Advisors · Risk Management · For Traders

    Active Trader Pro is a stock portfolio tool from Fidelity Investments, aimed at people who trade often.

    Write a review
  2. Asset Manager logo

    Asset Manager

    Bonds / Stocks · Risk Management · Performance Metrics

    Asset Manager is software from KZ Software for recording the fixed assets a business owns. It keeps track of what each item is, where it is, what it cost and who currently has it.

    Write a review
  3. iLEVEL logo

    iLEVEL

    For Investment Advisors · Risk Management · Performance Metrics

    iLEVEL is a cloud-based portfolio management system for private capital investors, originally described under IHS Markit.

    Write a review
  4. Stock Portfolio Organizer logo

    Stock Portfolio Organizer

    For Investment Advisors · Bonds / Stocks · Risk Management

    Stock Portfolio Organizer is desktop software for recording and analysing investments.

    Write a review
  5. Easify logo

    Easify

    Easify is business management software for small UK firms. It joins stock control, accounting, invoicing, purchasing, point of sale and online selling in a single application.

    Write a review
  6. Excel Price Feed logo

    Excel Price Feed

    For Investment Advisors · Risk Management · For Traders

    Excel Price Feed is an add-in that brings live and streaming financial prices into Microsoft Excel.

    Write a review

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