Monitor, manage, and maximize your stock portfolio.
User Ratings
Pricing
Starts from $12/Month, also offers free forever plan
Showing 1-9 out of 9
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
Add to compare
Product Description
Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Morningstar Direct offers custom pricing plan
Add to compare
Product Description
Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Morningstar Office offers custom pricing plan
Add to compare
Product Description
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
MProfit offers custom pricing plan
Add to compare
Product Description
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Personal Capital offers custom pricing plan
Add to compare
Product Description
Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...
Read moreCommon Features
No common features
Unique Features
No unique features
Add to compare
Product Description
Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
Add to compare
Product Description
Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Stonksfolio offers custom pricing plan
Add to compare
Product Description
Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Starts from $12/Month, also offers free forever plan
Add to compare
Product Description
JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...
Read moreCommon Features
No common features
Unique Features
Dashboard
Investor Management
Performance Analysis
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $100/Month
Researched by Rajat Gupta
