Alternatives to Stock Profit
Compare Stock Profit alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Stock Profit in 2024. Compare features, ratings, user reviews, pricing, and more from Stock Profit 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). -
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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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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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StockwarePro
StockwarePro
Technical indicators provide you early signals on when to enter or exit the market so as to maximize the profit. StockwarePro has developed a unique indicator called Franklin Oscillator that does exactly this in an uncomplicated way, especially for non-professional investors. StockwarePro uses the latest charting technologies based on D3 and TechanJS to create some of the most attractive stock and technical analysis charts available anywhere. They auto-refresh with live data. This technical indicator is available only in StockwarePro. It is a trend indicator designed to eliminate false signals and moves in a wave-like pattern. It gives signals for scalping, day trading, long term and short-term positional trading. Buy, sell, stop loss and target levels based on Franklin oscillator and Momentum oscillator will be marked on chart as arrows and provide early signals about a reversal in trend. Setup alerts for signals or price crossover. -
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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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Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
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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. -
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QUO
QUO
Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha. -
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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. -
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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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ATrad
Ironone Technologies
ATrad is a stock trading and broker back office solution that specializes in offering services to the Frontier and Emerging Markets. ATrad is a simple and innovative investment platform which offers the turnkey solution for Capital markets broker-firms. The solution includes the front office, middle office and back office components for the Broker firms of the frontier and emerging markets. ATrad holds over 70% market share of broker-firm usage in the Colombo Stock Exchange a key frontier emerging market in Asia. ATrad is integrated with the Bloomberg EMSX API and offers DMA Trading in the Colombo Stock Exchange with preferences such as direct order routing without intervention or with broker investment advisor manual moderation. All orders are auto-verified against the CSE and local stock market regulations by ATrad. -
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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 -
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Trade Ideas
Trade Ideas
Trade-Ideas is a cutting-edge stock scanning and trading analysis platform that empowers traders with AI-driven insights and real-time data. Its proprietary AI, Holly, generates daily trade ideas based on rigorous backtesting and market analysis, helping traders stay ahead of the curve. With highly customizable scanners, real-time alerts, and seamless broker integration, Trade-Ideas allows users to quickly identify and act on high-potential trading opportunities. The platform also offers robust backtesting, risk management tools, and advanced visualizations, making it an all-in-one solution for traders seeking precision and performance. Whether you're a day trader or long-term investor, Trade-Ideas provides the tools you need to succeed in the market.Starting Price: $127 per month -
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Ultimate Charting Software
Market Traders Institute
Make Your Trading Life Easier with The Ultimate Forex Charting Software. Analyze Your Trades with Over 200+ Preloaded Indicators. Find entries and exits in a few clicks. Use the Auto-Fib functionality (you select the first A-B boundary, and it applies the Fibonacci sequence to each extension and retracement after that). Drag and drop the patterns tool to see the Kings Crown, the head and shoulders, the double bottom pattern and more–directly on your charts. The charts will highlight the proper formation when your analysis is correct, ensuring you’re always trading the right levels. Use this software to automatically see major market reversal patterns before the profit potential has passed, giving you a competitive advantage and the same trading edge as the pros.Starting Price: $59 -
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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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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 -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
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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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INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.
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Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
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Write-Up
TJPS Software
Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries. -
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TradingScreen
TradingScreen
Industry-leading all-asset class electronic trading solutions that enable buy-side traders to meet today's market structure challenges. Our SaaS model makes our trading solutions easy and fast to install. For those who need it now rather than later. Together, we’re Ultimate Trading Performance. It all starts with TradeSmart, our core OEMS technology platform that makes everything happen. It puts what you need on your screen, customized the way you need it. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. -
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tick Trading Software
tick Trading Software
tick Trading Software AG is proud to introduce its latest extension to its acclaimed TradeBase MX Platform, the TBMX Market Making View. Customers can now choose to enter native quotes on XETRA and Vienna Stock Exchange via TradeBase MX. tick-TS provides you with a dedicated installation of the acclaimed TradeBase MX Platform in the companies' premises in Frankfurt/Main. The connectivity can be enabled by using tick-TS' own multi-member infrastructure. The service does include market data for XETRA. The connectivity to EUREX can be established by using either a broker already connected to tick-TS like HSBC or CitiGroup or by connecting a new broker the client has already an agreement with. Trading can be done via the TradeBase MX Frontend, the TradeBase MX API or the TradeBase MX FIX-Solution. -
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Derivatas Platform
Derivatas
Derivatas is an end-to-end valuation solution for financial reporting (ASC 820, ASC 718), tax compliance (IRC 409A), and deal analyses. Founded by experienced valuation professionals, Derivatas combines deep industry expertise with the latest technology in cloud computing and data analytics to bring you the most advanced valuation platform in the industry. Since its inception in 2011, Derivatas has become one of the most trusted valuation service providers by some of the most prominent venture capital and accounting firms. Whether you are looking for valuation services or a self-valuation platform, Derivatas is your partner of choice. We are specialists in valuations for venture capital funds and the companies they finance it’s all we do. Our focus makes us the best at what we do. Derivatas eliminates your financial compliance headaches so you can focus on growing your business. -
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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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Fidessa
ION
Access all your buy sides and brokers. Execute orders on more than 100 markets. And do everything you need in one solution, from automated low-touch trading to complete order and risk management. Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic trading, comprehensive order management, seamless straight-through processing to the middle office, and integration with third-party systems and technologies, our solution has everything you need to trade on equity markets worldwide. Get instant access to more than 6,500 buy-side customers and 600 brokers. Execute orders on more than 100 equities markets. -
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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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PHI 1
PHI Technologies
Never pay for robust, Real-time Charts ever again. Unleash Your Trading Superpowers. Hover over the icons to find out why PHI 1 is the best platform for all your trading needs. Why PHI 1? An end-to-end algorithmic trading platform that sets you free from daily mundane tasks, by automating them so you can focus on exploring opportunities in the stock market. Haven’t seen how the PHI 1 trading platform work? Check out our PHI 1 overview video to understand it better. Make the right decision to make deployments using the insights from the charts Advanced Charting Basic and advanced screener. Strategy editor. Bulk testing, refining, auto-grading Risk controls Ideabook Multi-broker Integration. Switch brokers live to get the best rates while placing order. Build new strategies using PHI 1's powerful strategy editor. Backtest to get an idea of how your strategy might perform. Evaluate your strategies in multiple scenarios like Bulk Backtesting, GradingStarting Price: $9.22 per user, per month -
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Diversiview
LENSELL
Diversiview by LENSELL is a cloud based Portfolio Analysis and Optimization Software, that helps retail investors and investment professionals take their investment portfolios to the next performance level. With Diversiview, investors can: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; - view detailed, granular diversification at investment level; - view granular allocation including ETF break up (where ETFs are part of the portfolio); - last but not least, 4 options to optimize the asset allocation to achieve a certain goal, including: minimum risk portfolio, optimal portfolio and efficient portfolio positions from the Efficient Frontier. With Diversiview, investors can also backtest their investment strategy and benchmark its performance to major indexes or model portfolios.Starting Price: $99 AUD / 50 credit points -
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Swissquote
Swissquote
Swissquote Bank Ltd is more than just a broker. The company holds banking and transferable securities trading licenses granted by the Swiss Federal Banking Commission in 2001. It is also subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association. Swissquote Group Holding Ltd. (SQN) has been listed on the SIX Swiss Exchange since May 2000. We will reimburse up to CHF 500 in transfer fees. Zero account maintenance fees. Over 3 million products tradable at competitive prices. Open your trading account with Swissquote. Send the bank documents showing the transfer fees to marketing@swissquote.com. We will cover the costs up to CHF 500. Our multilingual Customer Care Center is standing by to handle your requests, answer any technical questions, provide assistance with order placement and advise you about our financial tools.Starting Price: $1000 minimum diposit -
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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. -
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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 -
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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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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. -
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Solvas|Portfolio
Deloitte
Deloitte’s Financial Technology team, a leader in the financial software solutions market, has developed Solvas|Portfolio, a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Designed as a diverse portfolio administration, collateral tracking, and reporting tool, Solvas|Portfolio is used by a large array of leading financial institutions, including hedge fund and asset managers; hedge fund administrators; syndicated, corporate, or real estate loan administrative agents; and agent or trustee banks. Detailed support for a broad array of collateral, including bonds; factor-based securities; asset-backed securities; syndicated, corporate, or real estate loans; credit default swaps; and equities. Pro rata and non-pro rata trading with purchase lot tracking and global or portfolio trading wizards. -
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Vivid
Vivid
Safe and secure investing in crypto. Commission-free investing in 10 coins. We don’t add any fees. Access your profits instantly with Vivid. You can invest in 10 different coins like Bitcoin, Ethereum, Litecoin, Bitcoin Cash, etc. You only need a Vivid Account and 0.01 € to invest in crypto assets. We don't have any limits, so you don’t need 1,000 € to get started. Invest in crypto using funds from your pockets. Get your profits right on Vivid account without any delay. You can buy/sell fractional coins 24/7 without any delays. Have a question or problem? Send us a message through the support chat in the app to get instant help from a real person, in English, German, French or Spanish. All data is stored in highly secure data centers in Germany. We value your privacy and never sell your data to anyone. Enter your e-mail and we'll send you a link to download the Vivid app. -
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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 -
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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 -
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StockCentral
StockCentral
To be a successful investor, you need tools. We’re past the age of slide rules and speculation – you need the right tools in order to interpret the data and see the complete picture of the market. You also need data. Prices, ratios, and averages are the fuel that drives the financial engine. You need to have a consistent, reliable source of data on which to base your judgments and calculations. And you need insight. You’re an individual, but you’re not in this alone. Harnessing the power of a like-minded community is essential to help you gauge the validity of your own opinions, as well as to discover new ideas. Share stock investing ideas with like-minded individuals and receive feedback on your company analyses. Take Stock will teach you how to invest in the stock market quickly and easily with a time-tested approach focusing on high-quality companies. -
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Paragon
corfinancial
Managing business critical tasks within fixed income portfolios used by US banks and other firms. Paragon is a fixed income portfolio accounting solution, processing bonds and money market instruments based on three primary business functions: trade capture, processing and reporting. Accounting and position-keeping platforms help banks manage their exposures on a day-to-day basis. When it comes to reporting concise information to executive board members and stakeholders, however, old style paper reports are generally not only dull in presentation style but often lack graphics to provide clarity and reflect notable changes or exceptions. Paragon offers inventory, cash flow, maturity and management reports that are enriched with visually appealing graphics. This will provide greater insight to all stakeholders and inform decision makers based on data extracted directly from Paragon’s records. -
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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 -
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InvestSMART
InvestSMART
Stay up-to-date with the latest news, research and recommendations relevant to your portfolio. Available on iPhone, iPad and Android devices. A simple way to monitor your investments in one easy place. Monitor the performance of your portfolio anywhere and at any time. Receive instant notifications whenever we publish a new recommendation. View the latest ASX announcements and see which directors are buying and selling their own shares. Designed to help you make quick and well-informed investment decisions. Never miss a trick, use the research section to see what Intelligent Investor's market-beating analysts are currently covering. Set up your own watchlists to help you keep a close eye on companies that you're interested in. Search by stock code and within moments you'll have everything you need to know about that company. Download Australia's #1 investment app for free on the App Store and Google Play. -
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Fund Manager
Beiley Software
Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions.Starting Price: $129 per license -
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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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Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
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FlexTrade
FlexTrade
FlexTRADER® is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community. FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block size or small) across multiple value dates. -
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XT-ERP
Adler Technologies
XT-ERP, CMMS software (Computer-assisted maintenance management) XT-ERP is a management solution for any type of business, it has many specific modules. Designed and built for SaaS use, XT-ERP is optimized to federate and share information within your company. Its ease of use and optimized process translate into time savings, increased efficiency, increased sales, improved cash flow and a precise short and medium term vision. No hardware investment - No technical maintenance - Virtual installation. SaaS mode brings a faster return on investment, the real advantage is in saving internal resources. The flexibility allows the functional scope to be reduced or extended and the application to be extended or reduced to new employees. An eye on sales and purchases to optimize Working Capital Requirements (WCR) The Workflow manages the sales circuit and makes evolve the commercial documents by a simple "drag and drop" while respecting the rules that you have defined. -
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NCM Conservative
NCM
NCM Conservative trading system was created with the aim of providing quality service for investors. One of the most important aspects of our trading service is to be able to produce a sustainable profit in the long-term for our clients with the lowest risk exposure. The strategy is a combination of 3 EAs and manual supervision. The first EA is responsible for the opening of the position according to the market direction. This EA only looks for a good entry and opens a position in the right direction. This is the backbone of the trading account as it has an 81% success rate. If the market goes against our position the EA opens additional positions in order to get out of the trades as soon as possible. When this happens we close when the sum of the trades reaches zero loss. The initial lots are fixed but later is increased. This is a light grid-martingale strategy. Although grid trading comes with some risk by nature, it is a great tool if handled correctly. -
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Public
Public.com
Invest in stocks. Learn from others. Public makes the stock market social. Follow other investors, discover companies to believe in, invest with any amount of money. We're on the mission to open the stock market to everyone by making it inclusive, educational, and fun. Public is the investing social network where members can own fractional shares of stocks and ETFs, follow popular creators, and share ideas within a community of investors. Public makes the stock market an inclusive and educational place, with social features that make it easy to collaborate as you build your confidence as an investor. -
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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