Stock portfolio manager in Title/Summary

Portfolio Manager

Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can track which stocks you have bought and sold, along with any associated dividends without the need to continually update a spreadsheet. Includes information on your trading plan such as disaster stops targets, etc.

• Publisher: Rellik Software
• Last updated: January 26th, 2016

TopShare Portfolio Manager

TopShare is an Australian portfolio management program for Windows computers. The program gives you control over your investment strategy by helping you understand how your portfolio is performing, and ensuring your investment decisions are tax-effective.

• Publisher: Merenito Pty Ltd
• Home page: www.topshare.com.au
• Last updated: January 25th, 2016

BetterInvesting Portfolio Manager

Notable features: Manage single or multiple portfolios. Analyze asset allocation and diversification. Analyze asset allocation and diversification. Create detailed reports summarizing investment holdings. Utilize fundamental ratio analysis tools. Investment Account Manager is nationally recognized as a totally comprehensive.

• Publisher: QUANT IX Software
• Home page: www.biportfoliomanager.com
• Last updated: September 13th, 2010

Stock portfolio manager in Description

PortfolioTK

PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.

• Publisher: Piatek Software
• Last updated: January 14th, 2010

Options Czar

Options Czar is a free tool that calculates and helps design stock portfolio strategies using options. Users introduce the data for their current portfolio (or start from scratch) and check the options in the market to evaluate profit opportunities depending on their expected stock or index behavior.

• Publisher: Koona, LLC
• Home page: www.koona.com
• Last updated: February 19th, 2010

Stock List Pro

Stock List Pro is a unique tool that helps you understand the evolution of the stock market. This stock tool lets you define your stock portfolio, watch-list, view live stock data and verify the current status of your stocks. Stock List is a free companion program and can be easily installed and configured, even by inexperienced users.

• Publisher: FreeConvertSoft
• Home page: www.freeconvertsoft.com
• Last updated: June 29th, 2016

Stock Photo Express

Stock Photo Express is software that makes it easy to manage your stock portfolio, associate IPTC/XMP data with your images, and batch upload them to selected microstock photo agencies.

• Publisher: Stock Photo Express
• Last updated: October 5th, 2008

Personal Stock Monitor

Personal Stock Monitor is a desktop companion for online investors. Use the built-in portfolio manager to automatically track the value of your holdings to show you how the days events are affecting your investments. It pulls quotes and news headlines from popular financial web sites around the world, organizes them into convenient views, and displays them in a scrolling desktop ticker bar.

• Publisher: DTLink Software
• Home page: www.personalstockmonitor.com
• Last updated: December 19th, 2011

Additional Stock portfolio manager selection

IBM Rational Portfolio Manager

IBM Rational® Portfolio Manager software integrates project and portfolio management to help you put your business strategies into practice. Using the Rational Portfolio Manager application, you can align your business priorities, processes and people into one cohesive environment for a comprehensive view of your existing and proposed IT investments.

• Publisher: IBM Corp.
• Last updated: July 10th, 2008

Personal Portfolio Manager

PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods. PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, royalties

• Publisher: OWL Software
• Last updated: June 8th, 2012

MProfit Investor - Portfolio Management Software

MProfit Investor is a portfolio management and accounting software that allows you to manage all your assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more. It features: data import from over 1,900+ sources, reports for goals, annualized returns, capital gains (with or without indexation), and more.

• Publisher: MProfit Software Pvt. Ltd.
• Home page: www.MProfit.in
• Last updated: October 6th, 2016

IPOT

IPOT is an advanced online equity trading platform in Indonesia. The system provides convenience in equity transaction with all comprehensive analysis tools and features that client needs to make investment decision. The advance tools, among others, are the order book system, the order center, cash management, stock screener, chart comparison, stock data comparison, index mover, and more.

• Publisher: Indo Premier Securities
• Last updated: May 2nd, 2019

Mérops

Merops is the solution for the management of your stock portfolios. You can track all your stocks in one place. Automatic updates of the quotes and indicators will provide you an accurate picture of your investments at any given time. Merops is designed for all level investors.

• Publisher: Mérops
• Home page: www.merops.com
• Last updated: July 18th, 2023

Morningstar Direct

Morningstar Direct delivers investment vision. It’s a global investment analysis platform that unites all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. The software platform streamlines the process of finding meaning in financial information.

• Publisher: Morningstar
• Home page: corporate.morningstar.com
• Last updated: February 17th, 2012

Octopus MicroFinance Suite

Octopus MicroFinance Suite is a comprehensive MIS solution that supports all aspects of your microfinance operations. The suite enables you to benefit from improved loan, savings portfolio management, interactive client relationship management, integrated accounting and proactive risk management.

• Publisher: Octopus
• Home page: sourceforge.net
• Last updated: September 4th, 2012

VisionLITE

VisionLITE is a platform that will keep track of your stocks in real time. The program monitors every stock trade and displays intra-day charts over five days. Also, you can manage your stock portfolio in a fast and easy manner and it provides extended technical analysis with over 40 indicators.

• Publisher: PAVELL Software
• Last updated: February 4th, 2016

Chart Geany

Chart Geany is a software solution for market analysis and charting. It comes with 18 technical indicators that assists you in identifying the market’s threats and opportunities. Portfolio manager can be used for multiple portfolios and multiple currencies.

• Publisher: Lucas Tsatiris
• Home page: www.chartgeany.com
• Last updated: September 11th, 2018

ReliaSoft RENO

ReliaSoft RENO is a powerful and user-friendly platform for building and running complex analyses for any probabilistic or deterministic scenario using an intuitive flowchart modeling approach and simulation. You can create flowchart models for complex reliability analyses, risk and safety analyses, decision making or maintenance planning.

• Publisher: ReliaSoft Corporation
• Last updated: October 27th, 2011