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Top Stock Portfolio Management Software for Portfolio Accounting

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 for investment advisors (4), risk management (4), order management (3) and tax management (3). 6 of them have written a profile you can read before you get in touch.

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  1. Excella Trader logo

    Excella Trader

    For Investment Advisors · Billing & Invoicing · Portfolio Rebalancing

    Excella Trader is associated with Excella Technosoft, a private limited company that provides software and IT services to business and consumer customers.

    Write a review
  2. ATWeb logo

    ATWeb

    For Investment Advisors · Billing & Invoicing · Portfolio Rebalancing

    ATWeb is linked to the Archway Platform, which family offices and financial institutions use for accounting, investment data aggregation and reporting.

    Write a review
  3. Active Trader Pro logo

    Active Trader Pro

    For Investment Advisors · Portfolio Rebalancing · Risk Management

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

    Write a review
  4. EquityStat logo

    EquityStat

    Portfolio Rebalancing

    EquityStat is an online investment portfolio application created by investors for investors.

    Write a review
  5. Asset Manager logo

    Asset Manager

    Portfolio Rebalancing · Risk Management · Order Management

    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
  6. MAUS StockMarket Plus logo

    MAUS StockMarket Plus

    For Investment Advisors · Portfolio Rebalancing · Tax Management

    MAUS StockMarket Plus is an all-in-one program for recording and forecasting a share portfolio.

    Write a review

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