Alternatives to Capitally
Compare Capitally alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Capitally in 2026. Compare features, ratings, user reviews, pricing, and more from Capitally competitors and alternatives in order to make an informed decision for your business.
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
2
StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
3
Dividend Data
Dividend Data
Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.Starting Price: $10 per month -
4
Stockle
Stockle
Stockle is a next-generation investment management platform designed to simplify the process of managing, tracking, and optimizing investments. It offers features such as multi-account aggregation, allowing users to view all accounts collectively or create custom views. It supports tracking of stocks, ETFs, funds, indices, and cryptocurrencies globally. Stockle provides detailed analytics, including dividend yield, yield on cost, and success rates of open and closed positions. Users can benchmark portfolios against any asset, utilize an improved command menu for efficient navigation, and access comprehensive transaction logs with historical data. Stockle's intuitive user interface and flexible data model cater to various investment strategies, enabling users to structure portfolios based on strategy, account, goal, or any other idea.Starting Price: $5.67 per month -
5
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
6
Value Research
Value Research
Value Research is a comprehensive portfolio management tool designed to simplify the tracking and analysis of your investments. It offers hassle-free and automated transaction imports, powerful performance analytics and comparisons, detailed and ready-to-file tax statements, and automated capturing of all dividends, bonuses, rights, and splits. You can manage and track your and your family's investments in one place, making it India's best portfolio management system. It supports various investment types, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, alternatives (InvITs/REITs), and bonds & other fixed income instruments. It provides an overview of your investments, reflecting how well your investments are doing and allowing you to identify problem areas at a glance. The dashboard offers insights into the classification of your investments, key signals related to your performance over time, and a crisp graphic overview of your transactions.Starting Price: Free -
7
Digrin
Digrin
Digrin is a free dividend portfolio manager focused on providing dividend growth investors a tool to track and manage their portfolio easily and in real time. Working on a freemium model, having most functionality for free and paid membership available for additional features or supporters. Your portfolio will contain key statistics including internal rate of return and yield on cost. Dividend reinvesting can be set separately for every stock and every dividend separately. Future dividends can be set to be reinvested automatically. A portfolio might be also shared publicly, check out a VR finance portfolio. You can play with a dividend-focused stock screener and filter based on dividend yield, payout ratio, DGR3, DGR5, and sector. You can also limit stocks paying and raising dividends for more than 5, 10, or 25 years. Simple tool to check dividend yield daily. If your desired dividend yield is met, an email is sent to let you know.Starting Price: €7.99 per month -
8
DividendNow
DividendNow
Save time on tracking your dividends, analyze your dividend income, view upcoming and estimated dividend payouts, and get the latest news on all companies. Automatically track all your dividends in one place. See all your dividends and distributions, from all stocks listed on exchanges in the US. View and analyze dividend payout, ex-dividend dates, and more for past, current and upcoming stocks. Read the latest news on stocks from multiple sources so you can stay up to date on the happenings. See upcoming dividends as soon as they are announced to the market with the actual income predicted based on your current portfolio positions. Projected monthly dividend income bar chart, sector bar chart, stock percentage pie chart, dividend percentage pie chart, and ex-dividend calendar. See your holdings in one place, see the upcoming ex-dividend date, set your dividend income goal, 52-week high/low bar, and current yield and yield on cost.Starting Price: Free -
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Portseido
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.Starting Price: $8 per month -
10
CU SHARE
Integrated Software
CU Share's™ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators. -
11
The Dividend Tracker
The Dividend Tracker
Ditch the spreadsheet and use a modern solution to track your dividend income. The Dividend Tracker shows you exactly how much you can expect to earn, and when it'll hit your brokerage account. Our dividend payout calendar helps users keep track of their upcoming dividend payments. Easily see how much you'll be paid, the date you'll receive your dividends, and a breakdown of the companies paying out. This is key for investors who rely on dividends as a primary or supplemental source of income. With our dividend payout calendar, users can easily plan their finances and stay on top of their investment income. Get notified as soon as new dividend payments are announced, or when a company increases or cuts their dividends. Using our suite of calculators and tools, project your dividend income into the future and see how your dividends compound over time.Starting Price: $12.50 per month -
12
OnePortfolio
OnePortfolio
OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.Starting Price: $6 per month (annually) -
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Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
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14
Dividend.watch
Dividend.watch
Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.Starting Price: $5.3 per month -
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DiviTrack
DiviTrack
Track and estimate your dividend income easily in one place for free. Get notified of ex-dividend dates. Estimate dividend income a year in advance. Separate your holdings with multiple portfolios. Record shares down to 8 decimal places. Our symbols cover UK, US, European and other listings. Add your portfolio for free to try us out. DiviTrack was made to help you keep track of your dividend stocks. We provide you with market data from multiple sources and display it against the portfolio data you upload. We can then calculate metrics like the yield on cost and estimated annual income to show you. We hope to include lots of extra features soon. Currently, all stock prices are updated at 07:00 UTC with the previous close price. All dividends and prices are adjusted for splits. Currently, this is not something we support. You can add each reinvestment manually by clicking the add order button.Starting Price: $7.50 per month -
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22 Dividends
Stefan Warwas
The 22 Dividends app allows you to track your DRIP transactions. Doing this explicitly helps you to better track your dividend growth performance. For every stock position we show your BUY, SELL, and DRIP transactions in the chart. Moreover, we also visualize your average share price. We support more than 10,000 US stocks, ETFs, and ADRs. The dividend calendar shows you an overview of the cashflow for each stock and month of the year. Future values are predicted. The 22 Dividends app calculates the combined dividend yield and value gain performance.Starting Price: Free -
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Track Your Dividends
Track Your Dividends
A company’s dividend payment is a signal of the health, growth, and value of the business. The best dividend spreadsheet isn’t a spreadsheet. Imagine a tool that updates automatically, sends dividend alerts, and shows future payments. That perfectly describes TrackYourDividends. Get Started With the TYD Dividend Safety Score and dividend-focused research, you can be confident your income stream is safe. Our comprehensive diversification analysis, upcoming dividend calendar, and future value tools help you analyze and optimize your portfolio. Break down the TYD Dividend Safety Score, yield history, payout ratios, and a full history of payments. Visualize your favorite fundamentals and the history of common financial metrics.Starting Price: $9.99 per month -
18
Streitwise
Streitwise
Streitwise is a real estate investment company that enables investors of all wealth levels the ability to own commercial real estate through an equity REIT. Investors can now access a professionally-managed, tax-advantaged portfolio of real estate assets with 19 straight quarters of 8%+ annualized returns and earn passive income. Streitwise has generated strong passive income cash flow for investors since its inception in 2017. Since 2020, Streitwise has set a return target of 9-10%. Private real estate in the form of REIT’s can be a trusted source of dividends and capital protection. Historically commercial property investments have only been accessible to ultra-high net worth individuals and large institutional investors. Now with Streitwise, anyone can see the same benefits of investing in institutional-quality real estate. Streitwise allows anyone (accredited or not) to easily invest in commercial real estate normally not available to regular investors. -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
20
PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month -
21
Plainzer
Plainzer
Plainzer is a powerful tool designed to help investors effortlessly manage and monitor their dividend portfolios. It provides real-time insights, tracks dividend payouts, and offers detailed analytics to help users maximize returns. With customizable dashboards and alerts, investors can stay informed about upcoming payments and portfolio performance. Whether you're a seasoned investor or just starting out, Plainzer simplifies portfolio management, ensuring you stay on top of your income strategy with ease and precision.Starting Price: $6.17 per month -
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Vyzer
Vyzer
One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.Starting Price: Free -
23
PortfoliosLab
PortfoliosLab
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.Starting Price: $7.99 per month -
24
Dividend Notebook
Baldwin Apps
With Dividend Notebook you can view estimated dividend distributions as well as other key details from a stock list that you customize. Easy to use! Just enter a stock quote and review an organized report at your fingertips. View all estimated payout amounts for dividend stocks. Know the amount and date of your next dividend payment based on updated stock market data. Sort by dividend amount, capital, company name, number of shares or ticker symbol. View the payment forecast and payment history of the shares in your portfolio. The next dividend company, the date, and the payment amount are always visible. Review your investment portfolio by payment frequency or stock sector. Receive notifications when dividend payments are due for shares in your portfolio. This dividend-focused app provides full coverage of the US stock market for stocks, ETFs, and mutual funds. Analyze your portfolio at a glance with this handy stock tracker!Starting Price: Free -
25
DivTracker
DivTracker
DivTracker is the easiest way to track your dividend income. View insights on your payouts, see your portfolios in one place, and visualize your annual and monthly dividends. DivTracker is the best dividend tracker which helps you track and visualize your dividend income. Forget adding up your stock dividends manually or checking your statements every day. With DivTracker, you can see your entire portfolio in one place, analyze your dividend income, and view upcoming and estimated dividend payouts. DivTracker also has you covered with the latest news on companies you own shares of. Your phone will send notifications on key dividend events like payment dates. DivTracker will save you countless hours of work when tracking your dividend income portfolio. This app is best for dividend income investors who hold stocks for cash flow.Starting Price: Free -
26
Dividend.com
Dividend.com
Dividend.com is a financial services website focused on providing comprehensive dividend stock research information, in the form of daily articles, data, and ratings. Dividend.com is owned and operated by Mitre Media II LLC. Our proprietary Dividend.com Rating system uses five criteria to determine what stocks will provide a high level of total return for investors. Each stock we cover is given a rating (scored out of 5) for overall dividend quality, yield attractiveness, dividend reliability, earnings growth, valuation and price momentum. You must own a stock before its ex-dividend date in order to receive the next dividend. Generally speaking, you can sell a stock on its ex-dividend date and still receive the next dividend.Starting Price: $199 per year -
27
Lambda
Lambda Finance
Lambda is an AI-driven financial analysis platform that offers a suite of tools for both portfolio and company analysis. In portfolio analysis, it provides AI-powered chatbots trained on your specific portfolio, enabling interactive insights. It classifies assets by stock, sector, country, and type, allowing users to assess diversification. The platform tracks historical dividend performance, schedules, and yields, and visualizes portfolio risk, suggesting optimal holding ratios based on modern portfolio theory. Additionally, it analyzes returns through monthly heatmaps, maximum loss predictions, and multi-factor analysis. For company analysis, Lambda evaluates financial health by examining the three main financial statements and analyzes sales by segment and region for U.S.-listed companies. It also assesses key metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER).Starting Price: $12 per month -
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Dividend Tracker
EKC Software
Dividend Tracker app allows you to create multiple lists of stocks and view their dividend payment history. You can view a stock's prospective yield based on the dividend payment history and sort your stock list by name or yield. The app allows you to enter a number of shares owned for each stock and view annual dividends and upcoming dividend payments. The detail screen allows you to add stock split information and notes for each symbol. You can delete stock categories if they are empty. Go to Settings-> Manage Lists and do a long click on a list name to bring up a List Delete dialog. A simple click will display a List Rename dialog. Dividend Tracker can display an average dividend yield in each stock category. Go to Settings to turn this feature on.Starting Price: Free -
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FastTrack
Investors FastTrack
FastTrack is an investment research and portfolio analysis tool that gives investors and financial professionals access to institutional-grade market data, analytics, and tools to screen, compare, and model investments across stocks, mutual funds, ETFs, and indexes with over 35 years of verified dividend-adjusted historical data. It simplifies investment research by letting users quickly sift through thousands of securities with advanced comparison tools, create custom rankings based on risk, return, expenses, and other metrics, and perform sophisticated portfolio analysis to gauge performance or test new strategies across full market cycles. FastTrack supports flexible time-frame analysis beyond standard intervals, delivers comprehensive risk and return metrics, and provides dashboards, charts, heatmaps, and reports to visualize insights. It also offers APIs and Excel add-ins for data integration and export, and model portfolios to bring investment strategies to life. -
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Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.Starting Price: $6.70 per month -
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getquin
getquin
Import and track any asset. Analyze your portfolio and trades in real time. Exchange ideas with like-minded people in the community. Add and track any asset including stocks, ETFs, funds, crypto, DeFi investments, real estate, angel investments, luxury collectibles, art and commodities, and more. Use our dividend calendar to track cumulative payouts, see future dividend forecasts, year-on-year growth rate and dividend yield. Plan future cash flows and find out exactly when your payments will arrive. Find the best stocks that fit your dividend portfolio. Get detailed portfolio breakdowns based on geography, industry, and asset class and track all the numbers that matter in one dashboard. Visualize your holdings in clear charts and adjust your investment strategy based on smart data. Exchange ideas with other users and become part of our interactive investment community. Whether polls or stock analysis, there's always something going on.Starting Price: Free -
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Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
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Tron Holding
Tron Holding
Tron Holding is a DeFi project for Tron network and its 100% decentralized with Verified and open source smart contract on Tron blockchain. Tron Holding generates 2% lifetime dividends per day in Tron Staking Plan based on your investment and you will get 10% of your investment as Tron Holding Token (THT) directly in your wallet, For example if you invest 1000 TRX, you will receive 100 free THT instantly and 20 TRX per day. The dividends generate every second and you can withdraw or reinvest your dividends whenever you want. When you reinvest, the total investment would increase and you will get more dividends, also you can buy Tron Holding Token (THT) and stake it to earn 5% THT per day, Tron Holding Token Price is 2 TRX now and it will list in Exchanges after our community reach to 1,000,000 and that time THT price will be much much more than 2 TRX, so don't miss it.Starting Price: 500 TRX -
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Divplan
Invest Trade
The dividend and coupon payment schedule is now always on your smartphone. The value of securities is updated every day, so you will always be aware of how much income your investments will bring in a year. You can create your own personal regular income - salary, income from renting an apartment, etc. The project team monitors the market on a daily basis and always provides you with relevant data. Follow the latest trends with the Divplan. Just add the company to your Portfolio and get all investing signals about it to your app. Use this dividend calculator and control your payment schedule. Market news & investing signals from Nasdaq, Frankfurt, Moex and London stock exchange.Starting Price: Free -
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Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
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Stockspot
Stockspot
We build you a diversified portfolio using proven investment strategies to grow your wealth. Think global shares, Australian shares, and government bonds. Stockspot is Australia’s leading online investment adviser. We build you a smart, custom portfolio using ETFs (exchange-traded funds), which give you access to a range of different investments with low fees. A diversified portfolio and the patience to stick with it is the boring but brilliant secret to success when you invest. Stockspot portfolios are designed to invest for both growth and dividends. Our technology helps to automate repetitive tasks like rebalancing and reinvesting dividends to keep your portfolio healthy and your costs low. Every dollar that you save on fees is an extra dollar added to your returns. We regularly review your assets and the market to keep your portfolio balanced. Add to your investments to grow your wealth faster.Starting Price: From $1 per month -
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AllInvestView
AllInvestView
AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface. What sets AllInvestView apart from its competitors? AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our userStarting Price: $5.99 -
38
Pro Stock Tracker
Pro Stock Tracker
It supports a wide range of assets, including stocks, ETFs, mutual funds, crypto, bonds, and forex across more than 85 global exchanges. Users can track multiple portfolios in one place and generate detailed reports on performance, dividends, trades, benchmarking, diversification, and more. The platform’s intuitive interface allows for easy navigation and quick access to key investment insights. Pro Stock Tracker calculates returns using a true Money-Weighted Rate of Return (MWRR), providing a precise reflection of actual investment performance over time, factoring in timing and cash flows. Dividends and corporate actions, such as splits and mergers, are automatically processed to ensure data accuracy, so users can rely on up-to-date and comprehensive financial information. Whether you're an individual investor, financial professional, or academic institution, Pro Stock Tracker offers the tools necessary to monitor, analyze, and manage investment portfolios with confidence.Starting Price: $4.99 per month (annually) -
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Stock Dividend Tracker
Newsparkapps
Stock Portfolio, Dividend Tracker is a simple and very useful tool for stock market investors to track the stock portfolio,dividends received to them from the stocks which they are invested. You can sign in with your google account and your dividend data will be backup safely during your each updates. Stock dividend tracker app will send you the dividend issue notifications of each stocks issue in respective days, so the user can add the stock count and dividends per share for the stocks in the app.Starting Price: Free -
40
Sprintax
Sprintax
Sprintax is an all-in-one tax software platform tailored for nonresidents in the U.S., offering comprehensive solutions for tax determination, withholding, filing, and dividend withholding tax reclaim. For individuals, Sprintax Returns assists in filing U.S. nonresident tax returns (Forms 1040-NR, 1040X, 8843) and claiming FICA tax refunds. It also facilitates the preparation of pre-employment tax forms such as W-4, 8233, W-8BEN, W-7, W-9, and SS-5. Additionally, Sprintax Dividends enables users to reclaim overpaid DWT on overseas investments. For organizations, Sprintax Calculus serves as a tax compliance and withholding software for payroll departments managing international employees, ensuring accurate tax determination and compliance. Sprintax Returns Partners supports U.S. organizations in preparing nonresident tax returns, while Dividends Partners aids in reclaiming cross-border DWT for employees and investors. -
41
Marketlog
Myfxbook
Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!Starting Price: $6.67 per month -
42
Purple Brick
Purple Brick
Purple Brick is the ultimate dividend tracking app that helps you keep track of your investment portfolio and stay on top of your dividend payouts. Whether you're an experienced investor or just starting out, Purple Brick makes it easy to stay organized and informed. With our user-friendly interface and robust features, you'll never miss a dividend payment again. With Purple Brick, you can easily add and track your dividend-paying stocks and funds. Simply input the ticker symbol and the number of shares you own, and our app will do the rest. You'll have a complete overview of all your investments in one place, including the dividend rate, payout date, and payment amount. Plus, our real-time updates ensure that you always have the most up-to-date information.Starting Price: Free -
43
SymPro Investment Management
SymPro Treasury Management Solutions
An investment management solution that creates real-time, actionable intelligence by calculating earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total return and GASB reporting. Foster transparency by producing accurate and timely investment management, performance and GASB compliance reports. Reduce data entry duplication by creating accounting journal entries reflecting investment transaction activity. Improve accuracy by importing positions or transactions directly from your custodial bank or broker. Encourage flexibility by creating an unlimited number of portfolios with multiple funds, divisions or advisers for each portfolio. Creates general ledger journal entries to reflect investment transaction activity within a portfolio for a specific date range. -
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Stratiphy
Stratiphy
Get investment signals tailored to your requirements. Create and define investment strategies with our bespoke toolkit, to enable full automation of your backtesting and portfolio rebalancing needs. Report on instrument performance metrics that you define. Define market-led portfolio alerts. Ability to report on carbon emissions at a portfolio level. We can provide market performance ratings for each listed instrument held in the collateral pool, giving greater personalization in the lending process and greater confidence in the collateral quality. Enable in-app portfolio analytics and investment strategies like performance analysis, and historical backtesting to generate executable investment signals. Stay ahead of the curve with personalized analytics for each client. Tailor alerts, signals and create portfolios according to each individual's needs. Show instrument and portfolio level ESG and carbon emissions performance.Starting Price: Free -
45
TIKR
TIKR
Find the best stocks, follow top investors, quickly analyze businesses, and monitor your portfolio with TIKR. Get an inside look at the portfolios of 10,000+ investors, including company insiders, hedge funds and other multi-billion dollar firms globally. TIKR goes beyond just the US 13F filings and tracks any stocks that the investor has disclosed globally, including in Europe, Asia, Australia, and more. Sift through 100,000+ stocks globally with our powerful screener to find the hidden gems with the highest returns potential. Apply thousands of filters including by country, industry, financials, ratios, Wall Street analyst forecasts, valuation multiples, capital structure, growth rates, and margins. Save time and speed up your investment analysis with accurate financial data powered by S&P Global CapitalIQ on 100,000+ stocks across 92 countries and 136 exchanges. Easily analyze and chart detailed financial data, ratios, valuation multiples, and analyst forecasts.Starting Price: $19.95 per month -
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Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
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StockMaster
Supertech
StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.Starting Price: $220 per year -
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ARGUS EstateMaster
Altus Group
The ARGUS EstateMaster Investment Appraisal module is a property valuation and investment analysis software. It can accurately appraise a property’s purchase and disposal value based on its rental cash flow forecast for up to 40 years using the income capitalization and discounted cash flow analysis. With ARGUS EstateMaster Investment Appraisal, you can calculate property purchase and sale values using the discounted cash flow (DCF) or income capitalization valuation methods, based on its rental cash flow forecast of up to 40 years. You can also measure property investment performance by reporting on returns such as internal rate of return (IRR), net present value (NPV), yields, and weighted lease durations. With Investment Appraisal’s quick set-up, easy to learn interface, and tenant import wizard, you will be provided with an accelerated time-to-value. -
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Trade Brains Portal
Trade Brains
Trade Brains Portal is a comprehensive stock research and analysis tool designed to empower investors with a suite of tools for informed decision-making. The Portfolio Analysis tool offers insights into the performance of holdings, dividends declared, and access to research reports, enabling users to monitor and evaluate their investment portfolios effectively. For detailed fundamental analysis of individual stocks, the AI Stock Analysis Tool provides a range of readymade prompts, facilitating in-depth evaluations. Investors can conduct Portfolio Backtesting using diverse metrics, including CAGR, annual returns, monthly returns, portfolio growth, and performance over time, allowing for retrospective analysis and strategy refinement. Trade Brains Portal's Stock Screener enables users to filter and narrow down a list of stocks based on specific criteria or parameters, streamlining the stock selection process.Starting Price: Free -
50
SimCorp One
SimCorp
SimCorp One is a fully integrated front-to-back investment management platform designed to simplify operations across the entire investment value chain. It provides seamless workflows, a unified data source, and real-time insights, empowering asset managers to make faster, more informed decisions. Supporting both public and private markets, SimCorp One offers flexibility and scalability to meet evolving business needs while helping organizations reduce operational complexity and cost.
