Skip to content
TrustList
Products · category

Top Stock Portfolio Management Software for Installed - Windows

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

Want your product here?

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.

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. 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

For vendors

Want to see your product here?

The order is earned on evidence: client reviews, vetting, awards and the facts a business states on its own website, which we read and date. Nobody can pay to move up. Add reviews or verified facts to your free profile to move up at the next edition; there are two ways to stand out now, 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
Apply for vettingHow vetting works

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
Sponsor this rankingSee prices
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 8 rankings
Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles
Browse

More categories

Jump to another ranked category.

All categories
Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.