Alternatives to Claritus
Compare Claritus alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Claritus in 2026. Compare features, ratings, user reviews, pricing, and more from Claritus competitors and alternatives in order to make an informed decision for your business.
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1
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
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 -
4
Kubera
Kubera
The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.Starting Price: $12 per month -
5
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) -
6
Wealthica
Wealthica
Your financial life in one place, automatically. No more wasted time logging into multiple websites. We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history. Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals. Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated. Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on capital gains, income or fees. These are a few of the available Wealthica power-ups. Wealthica is available as a full-featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.Starting Price: $11.99 per month -
7
PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
8
Arbor Portfolio Manager
Arbor Financial Systems
Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.Starting Price: $1,500 -
9
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. -
10
wallmine
wallmine
Whether it’s an unusually high news coverage, new SEC filing, approaching ex-dividend date, or price movement, we got you covered. Keep up to date with your stocks, cryptocurrencies, ETFs, and mutual funds in single portfolio. Our daily newsletter and instantly sourced Thomson Reuters news coverage keep you informed about companies you care about. Quickly lookup similar tables in past SEC filings for an easy bulk download. Automatically merge figures from multiple tables and pick the data that interests you. Highlight any part financial document and discuss your opinions with your colleagues. Use the full-text search to find a term in any filing or transcript. Annotate in-line data points of interest for an easy export and syncing with your model.Starting Price: $50 per month -
11
PortfolioTrackr
PortfolioTrackr
PortfolioTrackr is a clean, fast portfolio tracker built for serious investors. Track stocks across major global exchanges, crypto (BTC, ETH and thousands of coins), and commodities like gold, silver and oil — all with live prices in one dashboard. Set price targets (T1, T2) and stop losses on every position. Monitor your total P&L, per-position performance, and dividend income. Get price alerts delivered via email, Telegram or WhatsApp the moment your targets are hit. No app to install. Works on any device. Free 3-day trial, then Starter at $9/month or Pro at $19/month with a Lifetime plan available.Starting Price: $9/month -
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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 -
13
PinkLion
InnovationCraft UG (haftungsbeschränkt)
PinkLion is an AI-powered investing copilot designed to help you grow and optimize your wealth with ease. We go beyond tracking your portfolio—offering personalized insights and actionable optimization tips, 1-year forecasts, as well as scenario simulations. Whether you’re starting out or refining your investments, PinkLion gives you the data-driven confidence to make smarter financial moves. Some of PinkLion´s features: - A Complete Investment Overview - Portfolio Setup with brokers or manual upload - Smart forecasting - Deep Portfolio Analytics - Portfolio Optimization Tools - Scenario Simulations - Side-by-Side Comparisons - Portfolio health checkStarting Price: $15/month -
14
Wealth Square
Wealth Square
Get full overview of your finance in one place with financial tools specifically designed for you to invest, plan and track your investment goals. Better than a crypto exchange, better than a financial advisor, choose Wealth Square today, all your financial services in one place. Having a full real-time overview of your financial life in one place is great to manage all your money. With Wealth Square this is possible with our unique dashboard allowing you to add everything you have. Choose from our Expert Portfolios. They are designed by our trading experts through an effective performance and risk assessment using several metrics. Each expert portfolio shows the yearly return, the risk level and the underlying coins in the portfolio. You can change allocations, change rebalancing settings and backtest just like any other portfolio. -
15
EquityStat
EquityStat
Our stock portfolio tracker makes it easy to track the performance and analyze all of your investments in one place. EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. A Fortune 500 investment portfolio application was at first adequate but for some unexplained reason, useful features started disappearing. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software. -
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StockMarket Plus
StockMarket Plus
Delivering the preferred share trading accounting software for large portfolio Australian investors. Over 60,000 users worldwide count on us to be the backbone of their business. You're in good hands with StockMarket+. Try your risk-free trial today and say goodbye to bothersome share tracking spreadsheets. Your portfolio and accountant will thank you. Share portfolio management software for Australian investors, by Australian investors. StockMarket Plus is a powerful, all-in-one platform to track, record, and forecast your shares, and dividends and manage property financials. Get the leading share portfolio management software Australia has to offer. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation, and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Simplify and automate the process, no more messy spreadsheets!Starting Price: $24 per month -
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VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
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VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
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FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
20
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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Stock Portfolio Organizer
Stock Portfolio Organizer
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. For the more advanced users Stock Portfolio Organizer is extendable in many ways using a powerful JavaScript programming language that allows you to create brokerage calculation formulas, position sizing calculators and more. -
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RiskSmith
RiskSmith
A great portfolio is more than just a collection of individual investments - it’s a system that works together to build wealth. We help you see how effective your portfolio is, and tune it to get the most out of it. See how your investments really work together. See how well you trade risk for reward, and how much volatility is hiding in your portfolio. Being a great investor is about getting better at trading risk for reward. We help you see how effective your portfolio is at making that trade. Risk Efficiency tells you how well you’re trading risk for rewards, and helps you know how assets work together to hedge risk. Anything over 1 is good. Anything over 1.5 is really good. dScore tells you how much you can expect to lose, randomly, once or twice a month. If you’re comfortable with this number, you’re much more likely to withstand the craziness of the markets. For decades, we’ve looked at line charts that show the growth of an asset. -
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Stock Portfolio Tracker
Stock Portfolio Tracker
Stock Portfolio Tracker is an innovative stock portfolio tracking platform built for long-term investors who seek precision and clarity. With over 30 years of historical data, it empowers users to track a wide range of assets such as stocks, ETFs, forex, crypto, bonds, and mutual funds across 85 exchanges and 250,000+ holdings. Our platform delivers advanced analytics and seamless synchronization of corporate actions, including dividends and splits, ensuring accurate insights. Using a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker calculates performance with a high degree of accuracy that reflects the real impact of cash flows over time. By providing powerful tools for performance monitoring and portfolio optimization, Stock Portfolio Tracker helps investors better understand their results and track their portfolios with greater clarity.Starting Price: $4.99 per month (annually) -
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Zenvesto
Zenvesto
Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance. The platform includes features such as portfolio health scoring, top gainers and losers, monthly performance breakdowns, watchlists, market insights, and stock research tools. Zenvesto is designed to simplify portfolio management by turning scattered investment data into clear, visual, actionable insights, so investors can make better decisions faster.Starting Price: $8.99/month -
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Passiv
Passiv
Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.Starting Price: $99 per year -
26
PMplus
SuisseTechPartners
SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success. -
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HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
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Co-Pilot
FIX Flyer
Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless. -
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JStock
Yocto Enterprise
JStock makes stock investment easy. JStock makes it easy to track your stock investment. It provides well-organized stock market information, to help you decide your best investment strategy. Watch stock prices and set stock alerts. Watch stock prices and set stock alerts. Insider transactions. Know who is buying or selling stock. Stock market news. Company financial health analysis. Quarterly and yearly financial reports. Compare against other companies' financial ratios within the same industry. Portfolio summary chart. Annualized yield at a glance. Comprehensive company info for stock analysis. Record buy, sell, and dividend. JStock integrates seamlessly with JStock Desktop. Free JStock Desktop can be downloaded separately. Receive a stock market alert when the stock price moves above the threshold or the stock price moves below the threshold. Draw stock technical analysis on the stock chart. Excellent stock portfolio summary chart to keep track of stocks.Starting Price: Free -
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Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
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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 -
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Bincentive
Bincentive
Bincentive is a digital asset management platform. We aim to provide the latest trading and security experiences, and is committed to bridging traditional finance to digital assets. Everyone deserves a chance to profit like a professional through simple, safe, and innovative wealth management products. Bincentive’s real time transactions are audited by reputable accounting firms. We have served over 10 world-renowned exchanges and institutions, providing strategies and product services. Our diversified wealth management products are suitable for all investors. -
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Cryptograf
Cryptograf
Start tracking your crypto portfolio in seconds. No more transaction data-entry. Add coin balances or sync exchanges to track your crypto wealth in real-time. Just add coin balances. Compare this with portfolio trackers that force you to enter your entire transaction history just to see how much your crypto is worth. Skip the hassle, and start tracking the fiat value of your crypto seconds after installing. Cryptograf allows you choose to pull price data in over 25 fiat currencies from hundreds of cryptocurrency exchanges. No matter where your cryptocurrency is stored you can quickly get accurate pricing for your portfolio. No more tedius transaction data-entry. Enter your exchange API keys just one time. Know the value of your cryptocurrency wealth in real-time. Cryptograf's exchange integration always surfaces your latest coin balances as you trade, invest, or cash out from your favorite exchange. -
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Utluna
Utluna
Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.Starting Price: $25 per month -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
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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) -
38
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 -
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Stock Events
Stock Events
Gain a unique view into your portfolio. Earnings, dividends, portfolio, screener, news and more. Track all your assets in one portfolio. Stocks, ETFs, crypto, commodities, and more. Over 100k assets from all over the world. Look at your portfolio value changing in real-time with intraday and many more timelines. Dividend tracking was never easier. Stock Events provides the most comprehensive dividend data from all over the world. We estimate missing future dividends, so you never lose track of important events and we notify you when ex-dates are near. Stock Events brings the timeline into your portfolio. Never lose track of important events again. View dividends, earnings, ratings, dips, price changes, and more in your timeline. Receive notifications for them and get detailed information. Track stocks, ETFs, crypto, commodities and more. We provide you with the most up-to-date asset data from all over the world.Starting Price: Free -
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Empower
Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.Starting Price: Free -
41
Dion Portfolio Tracker
Dion Global Solutions
Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy-to-use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as equities, mutual funds, FDs, loans, real estate, derivatives, borrowings, and commodities, etc. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc. -
42
Portfolio123
Portfolio123
Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.Starting Price: $9 per 21 days -
43
Portfolio Trader
Purescope
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in-depth analysis of your shareholdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyze multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Individual charts for each instrument across a variety of time ranges (available in full screen). Support for holdings in multiple currencies, including within the same portfolio, with real-time rate conversions and totals. Automatic pricing updates, major stock exchange and stock market prices. Portfolio import/export feature for importing large portfolios directly from a text file. -
44
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 -
45
My Stocks Portfolio
Peeksoft
Track stocks and equity, funds, ETFs, currencies in the stock market, and unlisted equity. Manage your stock portfolios and view performance over time, with metrics such as realized gains, unrealized gains, daily and total changes, and annualized gains. Stock market news feed and news for each stock quote. Customize which international markets to retrieve news for. Convert stock portfolios to one currency using real-time foreign exchange rates - mix stock quotes and holdings from different stock markets and display it using a currency of your choice. View allocation balance of each stock holding in your overall portfolio with pie charts. Multiple stocks portfolios support - track multiple stock markets, stock portfolios, or watchlists.Starting Price: Free -
46
Comarch Wealth Management
Comarch
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse. -
47
Guardfolio
Guardfolio
Guardfolio is a portfolio risk monitoring platform built for self-directed investors and risk-conscious retirees. It helps users see their true exposure across all accounts, uncover hidden concentration and overlap, track allocation drift, and monitor portfolio diversification in one place. Instead of constant market noise, Guardfolio focuses on actionable risk alerts and plain-language guidance. Users can monitor stocks, ETFs, mutual funds, and other holdings, receive rebalancing recommendations, review portfolio health scores, and better understand correlation, volatility, and concentration risk over time. Guardfolio is designed for investors who want to stay diversified, reduce unpleasant surprises, and rebalance with confidence without checking the market every day. The platform uses read-only connections and supports 50+ brokers, exchanges, and wallets.Starting Price: $20/month -
48
Navexa
Navexa
The Intelligent Portfolio Tracker For Australian Investors. Get instant access to our full suite of investment portfolio tracking, analytics & reporting tools. Add up to five portfolios into your account | Access on website & mobile app. Add and analyze stocks and funds from the ASX, NASDAQ & NYSE, plus more. Use your account’s custom email address to auto-update your portfolio with new trades + automate dividend income reporting. -
49
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 -
50
Tradelize
Tradelize
Tradelize's Market Maker is a universal tool that is rare in the cryptocurrency market. It is a full level 2 order filler in the tradition of financial markets. This is a general list of orders with different variations, settings for active time, and quick execution of orders without switching exchanges. Tradelize Time and Sales. This is a window that reflects detailed information about the flow of trades of specific financial instruments. The window also has an additional filter where you can set up a minimum trade volume and remove insignificant quotes from the stream. Price charts on Tradelize use all the tools of charting and technical analysis familiar to any trader. The charts on the trading terminal can show historical data for any assets on any exchanges. The Tradelize Portfolio is a portfolio manager that lets you track and manage your investment portfolio on all connected exchanges and sub-accounts in one window.Starting Price: $399 per month
