Alternatives to StockMaster
Compare StockMaster alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to StockMaster in 2024. Compare features, ratings, user reviews, pricing, and more from StockMaster 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
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 -
3
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 -
4
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 -
5
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 -
6
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 -
7
The Rich
TheRich Billionaires
Investing with shareholders who invest in the same stock is more reliable. Share discussions with certified shareholders and gain investment insights! All my investment assets from stocks to coins at a glance Expected dividends every month and analysis of my assets all at once! Use the backtesting engine provided by The Rich to make sure to simulate with past data before investing. You can check the results of backtesting comparing your portfolio to the S&P 500 market index with just one button click in your portfolio.Starting Price: Free -
8
Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
9
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 -
10
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 -
11
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. -
12
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 -
13
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 -
14
Robinhood
Robinhood
At Robinhood, we believe the financial system should be built to work for everyone. That’s why we create products that let you start investing at your own pace, on your own terms. We believe that everyone should have equal access to financial tools. Regardless of how much money you intend to invest, you will not be charged account minimums or commissions to buy or sell stocks, ETFs, or options on Robinhood. Buy and sell Bitcoin, Ethereum, Dogecoin, and other cryptocurrencies 24/7 and commission-free with Robinhood Crypto. Manage your cryptos with confidence. Your coins and personal information are protected. When you make a deposit (or sell investments in your Robinhood Financial brokerage account), those funds are immediately available for purchasing cryptocurrencies in your Robinhood Crypto account. -
15
DivTracker
DivTracker
DivTracker is the easiest way to track your dividend income. View insights on your payouts, see your portfolios in one place, and visualize your annual and monthly dividends. DivTracker is the best dividend tracker which helps you track and visualize your dividend income. Forget adding up your stock dividends manually or checking your statements every day. With DivTracker, you can see your entire portfolio in one place, analyze your dividend income, and view upcoming and estimated dividend payouts. DivTracker also has you covered with the latest news on companies you own shares of. Your phone will send notifications on key dividend events like payment dates. DivTracker will save you countless hours of work when tracking your dividend income portfolio. This app is best for dividend income investors who hold stocks for cash flow.Starting Price: Free -
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Dividend.com
Dividend.com
Dividend.com is a financial services website focused on providing comprehensive dividend stock research information, in the form of daily articles, data, and ratings. Dividend.com is owned and operated by Mitre Media II LLC. Our proprietary Dividend.com Rating system uses five criteria to determine what stocks will provide a high level of total return for investors. Each stock we cover is given a rating (scored out of 5) for overall dividend quality, yield attractiveness, dividend reliability, earnings growth, valuation and price momentum. You must own a stock before its ex-dividend date in order to receive the next dividend. Generally speaking, you can sell a stock on its ex-dividend date and still receive the next dividend.Starting Price: $199 per year -
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Dividend Data
Dividend Data
Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.Starting Price: $10 per month -
18
Divplan
Invest Trade
The dividend and coupon payment schedule is now always on your smartphone. The value of securities is updated every day, so you will always be aware of how much income your investments will bring in a year. You can create your own personal regular income - salary, income from renting an apartment, etc. The project team monitors the market on a daily basis and always provides you with relevant data. Follow the latest trends with the Divplan. Just add the company to your Portfolio and get all investing signals about it to your app. Use this dividend calculator and control your payment schedule. Market news & investing signals from Nasdaq, Frankfurt, Moex and London stock exchange.Starting Price: Free -
19
DiviTrack
DiviTrack
Track and estimate your dividend income easily in one place for free. Get notified of ex-dividend dates. Estimate dividend income a year in advance. Separate your holdings with multiple portfolios. Record shares down to 8 decimal places. Our symbols cover UK, US, European and other listings. Add your portfolio for free to try us out. DiviTrack was made to help you keep track of your dividend stocks. We provide you with market data from multiple sources and display it against the portfolio data you upload. We can then calculate metrics like the yield on cost and estimated annual income to show you. We hope to include lots of extra features soon. Currently, all stock prices are updated at 07:00 UTC with the previous close price. All dividends and prices are adjusted for splits. Currently, this is not something we support. You can add each reinvestment manually by clicking the add order button.Starting Price: $7.50 per month -
20
moomoo
moomoo
moomoo is a smart trading platform offered by Nasdaq-listed FinTech Futu Holdings Ltd (FUTU). Its community is very active with 18 million users worldwide. It is compatible with iOS, Android, PC and Mac. If you are an Algo trader, you can also find OpenAPI access on its official website. The app is especially great for traders on the go, its mobile compatibility has been one of its strongest suites. It offers comprehensive trading and analysis tools ranging from advanced charting to in-depth financial statement analysis, covering all the functions you need whether you are a fundamental investor or a momentum trader. Traders can also leverage the professional trading tools with free real-time bids and asks price up to 60 levels from NYSE Arcabook and gain valuable insights. moomoo offers global trading access and is already launched in the United States, Singapore and Australia. Enjoy hassle-free trading in stocks, ADRs, ETFs, options and more. -
21
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 -
22
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 -
23
Stock Dividend Tracker
Newsparkapps
Stock Portfolio, Dividend Tracker is a simple and very useful tool for stock market investors to track the stock portfolio,dividends received to them from the stocks which they are invested. You can sign in with your google account and your dividend data will be backup safely during your each updates. Stock dividend tracker app will send you the dividend issue notifications of each stocks issue in respective days, so the user can add the stock count and dividends per share for the stocks in the app.Starting Price: Free -
24
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. -
25
Dividend Notebook
Baldwin Apps
With Dividend Notebook you can view estimated dividend distributions as well as other key details from a stock list that you customize. Easy to use! Just enter a stock quote and review an organized report at your fingertips. View all estimated payout amounts for dividend stocks. Know the amount and date of your next dividend payment based on updated stock market data. Sort by dividend amount, capital, company name, number of shares or ticker symbol. View the payment forecast and payment history of the shares in your portfolio. The next dividend company, the date, and the payment amount are always visible. Review your investment portfolio by payment frequency or stock sector. Receive notifications when dividend payments are due for shares in your portfolio. This dividend-focused app provides full coverage of the US stock market for stocks, ETFs, and mutual funds. Analyze your portfolio at a glance with this handy stock tracker!Starting Price: Free -
26
DividendNow
DividendNow
Save time on tracking your dividends, analyze your dividend income, view upcoming and estimated dividend payouts, and get the latest news on all companies. Automatically track all your dividends in one place. See all your dividends and distributions, from all stocks listed on exchanges in the US. View and analyze dividend payout, ex-dividend dates, and more for past, current and upcoming stocks. Read the latest news on stocks from multiple sources so you can stay up to date on the happenings. See upcoming dividends as soon as they are announced to the market with the actual income predicted based on your current portfolio positions. Projected monthly dividend income bar chart, sector bar chart, stock percentage pie chart, dividend percentage pie chart, and ex-dividend calendar. See your holdings in one place, see the upcoming ex-dividend date, set your dividend income goal, 52-week high/low bar, and current yield and yield on cost.Starting Price: Free -
27
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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Dividend.watch
Dividend.watch
Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.Starting Price: $5.3 per month -
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Purple Brick
Purple Brick
Purple Brick is the ultimate dividend tracking app that helps you keep track of your investment portfolio and stay on top of your dividend payouts. Whether you're an experienced investor or just starting out, Purple Brick makes it easy to stay organized and informed. With our user-friendly interface and robust features, you'll never miss a dividend payment again. With Purple Brick, you can easily add and track your dividend-paying stocks and funds. Simply input the ticker symbol and the number of shares you own, and our app will do the rest. You'll have a complete overview of all your investments in one place, including the dividend rate, payout date, and payment amount. Plus, our real-time updates ensure that you always have the most up-to-date information.Starting Price: Free -
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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 -
31
AllInvestView
AllInvestView
AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface. What sets AllInvestView apart from its competitors? AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our userStarting Price: $5.99 -
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Simply Safe Dividends
Simply Safe Dividends
Connect your brokerage account, import a spreadsheet, or type in your holdings to track your dividend income, dividend safety, diversification, and more. After a quick setup, you'll be treated with a big picture view of all your accounts and detailed data on each holding — all updated in near realtime, all tailored for the needs of a dividend investor, and all at your fingertips with pinpoint accuracy. The more you dive in, the more you'll find. Nothing is ever more than a click or two away. No getting lost in the bowels of a bulky, slow, poorly-organized site. Everything is neat and tidy so you’re not pulling your hair out managing your portfolio. The core of our service, Dividend Safety Scores™ provide investors with a predictive window into dividend risk to navigate these murky situations.Starting Price: $499 per year -
33
Morningstar
Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information. -
34
Ziggma
Ziggma
Find new investment ideas in a matter of seconds with our lightning-fast free stock screener. Ziggma’s free stock screener lets you find the best stocks at lightning speed. Search results are updated in real-time as you conveniently shift your search parameters using sliding scales. Once you have your eyes set on one or several stocks, you can rely on Ziggma to provide you with professional grade financial data. Only at Ziggma you can find industry-specific financial data for real estate companies, banks and insurance companies. As seasoned financial analysts we know which key performance indicators matter and how to present them. At Ziggma you will not be held back by information overload. We will help you focus on what really matters. -
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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. -
36
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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Track Your Dividends
Track Your Dividends
A company’s dividend payment is a signal of the health, growth, and value of the business. The best dividend spreadsheet isn’t a spreadsheet. Imagine a tool that updates automatically, sends dividend alerts, and shows future payments. That perfectly describes TrackYourDividends. Get Started With the TYD Dividend Safety Score and dividend-focused research, you can be confident your income stream is safe. Our comprehensive diversification analysis, upcoming dividend calendar, and future value tools help you analyze and optimize your portfolio. Break down the TYD Dividend Safety Score, yield history, payout ratios, and a full history of payments. Visualize your favorite fundamentals and the history of common financial metrics.Starting Price: $9.99 per month -
38
The Dividend Tracker
The Dividend Tracker
Ditch the spreadsheet and use a modern solution to track your dividend income. The Dividend Tracker shows you exactly how much you can expect to earn, and when it'll hit your brokerage account. Our dividend payout calendar helps users keep track of their upcoming dividend payments. Easily see how much you'll be paid, the date you'll receive your dividends, and a breakdown of the companies paying out. This is key for investors who rely on dividends as a primary or supplemental source of income. With our dividend payout calendar, users can easily plan their finances and stay on top of their investment income. Get notified as soon as new dividend payments are announced, or when a company increases or cuts their dividends. Using our suite of calculators and tools, project your dividend income into the future and see how your dividends compound over time.Starting Price: $12.50 per month -
39
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. -
40
22 Dividends
Stefan Warwas
The 22 Dividends app allows you to track your DRIP transactions. Doing this explicitly helps you to better track your dividend growth performance. For every stock position we show your BUY, SELL, and DRIP transactions in the chart. Moreover, we also visualize your average share price. We support more than 10,000 US stocks, ETFs, and ADRs. The dividend calendar shows you an overview of the cashflow for each stock and month of the year. Future values are predicted. The 22 Dividends app calculates the combined dividend yield and value gain performance.Starting Price: Free -
41
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. -
42
Dividend Tracker
EKC Software
Dividend Tracker app allows you to create multiple lists of stocks and view their dividend payment history. You can view a stock's prospective yield based on the dividend payment history and sort your stock list by name or yield. The app allows you to enter a number of shares owned for each stock and view annual dividends and upcoming dividend payments. The detail screen allows you to add stock split information and notes for each symbol. You can delete stock categories if they are empty. Go to Settings-> Manage Lists and do a long click on a list name to bring up a List Delete dialog. A simple click will display a List Rename dialog. Dividend Tracker can display an average dividend yield in each stock category. Go to Settings to turn this feature on.Starting Price: Free -
43
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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44
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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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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Interactive Brokers
Interactive Brokers
IBKR provides clients from all over the globe with the ability to invest worldwide at the lowest cost. Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week. Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web. Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools. Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more. When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses. -
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divTimer
divTimer
Always and everywhere, be informed about dividend income, distribution dates and custody accounts. Find out when you get which dividend via push messages. After entering the shares in your divTimer depots, the app calculates the exact amount to be expected and the date of payment, as well as a complete overview of the income of your depots for the entire year. Taxes, allowances, and purchase data are of course taken into account in the calculation. Keep the perfect overview of the month and day of distribution and the expected amount through the clearly designed dividend calendar. In the detailed view of the divTimer dividend calendar, you can find out on which day your companies will pay your dividend to you. Find your depot from the most important indices in the world. Easy creation of depots and new stocks. Even odd fractions of stocks that run via savings plans can be specified. Our divTimer support takes care of the needs of the customers every day.Starting Price: Free -
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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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Dividend Snapshot Screeners
Dividend Snapshot
The Dividend Snapshot Screeners are going to change the way you invest and build a winning portfolio. Dividend Snapshot provides data from public corporation as an information service only. The information presented by Dividend Snapshot, is not intended as a buy recommendation, nor intended as investment advice on individual securities. As a DIY investor, you know the journey is a marathon and not a sprint. To succeed, you need a framework to find winning stocks and the screeners do just that!Starting Price: $9 per month -
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TD Ameritrade
TD Ameritrade
If you’re passionate about investing, you’re in the right place. From experienced associates to industry-leading education and technology, we provide the knowledge you need to become an even smarter investor. Value is so much more than a price tag. With TD Ameritrade, not only can you trade commission-free online, but you get access to all our platforms and products with no deposit minimums, trading minimums, or hidden fees. Whether you are actively trading or investing for the long term, our platforms are filled with innovative tools and features to give you everything you need to make smarter, more informed decisions. No matter which platform you choose, you can research stocks, place trades, and manage your portfolio with knowledge backed by live-streaming CNBC, real-time quotes and specialists with years of experience.