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Stock Portfolio Organizer

Desktop software for investors, traders and self-managed super funds to track shares, CFDs, futures and forex

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  • Founded 2015
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About Stock Portfolio Organizer

Stock Portfolio Organizer is portfolio management software from Australia for tracking trades and income across several asset types. It handles shares, margin, CFDs, futures and forex in any currency, converting live to a chosen base currency. Data is kept on the user's own computer rather than online.

What Stock Portfolio Organizer does

  • Trade tracking: gains, losses, income and performance, including splits, mergers, demergers and takeovers.
  • Data feeds: tick, real-time, end-of-day, fundamental and dividend data from a range of providers.
  • Dividends and distributions: income linked to each trade to show return per trade, with bulk import of missing dividends.
  • Risk tools: position sizing and risk management calculators.
  • Scripting: a JavaScript-based language for custom views and calculators.
  • Charts and alerts: historical performance charts and custom alerts.

Who it works with

It is built for private investors, active traders and self-managed superannuation funds.

Key facts

  • Based in: Australia
  • Maker: Pauls Advanced Programming Applications
  • Data storage: local, on the user's computer
  • Accounts: several accounts for each user, with a history of changes

Profile written by TrustList from the business's own published information, Sep 2026.

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