Investment Portfolio Management Software List (May 2024)

ETF Insider is an innovative portfolio analytics and optimization platform designed to help investors make better decisions concerning their portfolios. Far from simply focusing on surface-level attributes of exchange-traded products such as ETFs and mutual funds, ETF Insider dives deep into the underlying holdings of these investments. This can be a daunting task, but users have made navigating this complex system simpler than ever by organizing the data and providing modern data visualization and modeling tools. With ETF Insider, investors are able to easily make out inefficiencies in their current portfolios as well as take advantage of existing opportunities that previously may have been hidden from view. Their proficient technology allows for an informed approach toward portfolio optimization that can undoubtedly improve performance.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

By leveraging Alto's platform, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, and SEP IRAs, Alto is making alternative investments accessible and cost-effective for the average investor, can now access their retirement savings to invest in assets previously only available to high-net-worth individuals.

Teaser software makes business intelligence simple and enables the gathering of financial data that is hard to find in private markets and MENA capital. The software technology incorporates the skills of research analysts from numerous fields of work like private equity firms, investment companies, government authorities etc. This enables the software to serve better and provide data easily. Investment professionals can utilise this software to remain up to date and get to a notion with ample information. The software helps in decision-making associated with investment funds, public tenders, public and private companies, M&A transactions etc. The software also provides a cloud-based platform which has a powerful search filter along with a dynamic dashboard to show the search results. It also has well-defined graphics and visualisation for a clear understanding. The comprehensive coverage of the database of the previously mentioned sectors is possible by using this software effortlessly.

Introducing News Sentinel by Blockbrain, an AI-powered platform that empowers investors with real-time data and market trends. With its state-of-the-art AI algorithms, News Sentinel analyzes social media sentiment, news articles, blog posts, and more, providing users with valuable insights that would have otherwise gone unnoticed. According to Blockbrain, the platform's risk analysis is unparalleled in its accuracy, combining historical market data with the latest news and social media updates to give investors a deep understanding of potential risks. News Sentinel goes beyond just providing information; it empowers users to take action by allowing them to customize alerts and create personalized investment strategies easily. Join the ranks of savvy investors leveraging AI's power with News Sentinel, uncovering the hidden trading signals and risk insights that will set you apart from the competition and pave the way to tremendous success.

Introducing Pro Stock Tracker, the ultimate solution for simplifying their investment portfolio management and tracking performance with ease and accuracy. This platform offers a wealth of features and tools that will revolutionize the way they manage their investments, providing they with the peace of mind and confidence to make informed decisions. With this robust history database, they can rely on accurate performance calculations and detailed reporting to gain a comprehensive understanding of their portfolio's performance. Say goodbye to the manual hassle of updating their portfolio and tracking performance - this user-friendly dashboard automates the process, giving they more time to focus on optimizing their investment strategy. At Pro Stock Tracker, they understand the importance of managing risk and maximizing returns. That's why this analytical tools allow they to compare, analyze, and manage their portfolio against industry benchmarks, enhancing diversification and minimizing overall risk for more profitable investment decisions. This performance reports go beyond simple buy and sell price differentials, incorporating factors such as brokerage fees, dividends, and corporate actions to ensure accuracy and transparency in their performance assessment. Whether they're looking to analyze the performance of active investments or assess their entire portfolio, this platform offers customizable filters for tailored performance analysis. Don't settle for unreliable tracking methods or incomplete performance reports. Trust Pro Stock Tracker to provide they with the tools and insights they need to take their investment portfolio to the next level.

Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups.

Robinhood is on a mission to democratize finance for all. They believe it should work for everyone and not just a few. Customize your portfolio with pieces of different companies and funds to help reduce risk. Trades placed during market hours are executed at that time, so you’ll always know the share price. Advanced traders can execute more sophisticated strategies like iron condors, straddles, strangles, and more.

Stonksfolio is an excellent platform for gaining real-time insights into stock and ETF investments alike. The portfolio overview offered by the software allows easy tallying of differential performance stages made with the latest US/EU stocks and ETFs. Tracking different holdings also becomes easier with Stonksfolio. These holdings can thus be analysed carefully along with their daily changes, ongoing value and probable net return. While the holdings dashboard allows an overview of all existing holdings together, zooming into any one of them is also convenient. Further, the visuals and statistics of a single holding facilitate a quick analysis of individual purchases thoroughly. A detailed composition of each holding allows timely rebalancing to stay put to the pre-decided objectives. The integrated contribution calculator of Stonksfolio enables categorising the finances according to requirements thereby ensuring a minimum expenditure that is possible. Keeping privacy as a priority, Stonksfolio enables the creation of an anonymised link to a portfolio, that excludes confidential pieces of information like exact transaction and monetary details.

Tykr is an all-in-one stock screener and education platform. It assists you in reducing risk and managing your own investments throughout your entire investing journey. Tykr's grading methodology is simple to comprehend, and it explains why a stock is labeled On Sale (possible purchase), Watch, or Overpriced (potential sell). This provides you the confidence to take the next step and establishes you as an expert when you share your knowledge with family, friends, and other investors. Tykr is an investment management tool that includes a stock screener and information platform. Tykr's grading methodology is simple to comprehend, and it explains why a stock is labeled On Sale (possible purchase), Watch, or Overpriced (potential sell). This provides you the confidence to take the next step and establishes you as an expert when you share your knowledge with family, friends, and other investors.

PMplus is a marketing-led, cloud-native investment portfolio management platform designed by industry specialists. It supplies you with a variety of wealth and asset manager/administrator solutions. You may manage a wide range of funds using PMplus, including audit fees, director fees, management fees, and performance fees. High Watermarks and Scales are two approaches for calculating fees. A user-friendly approach allows you to compute and recalculate your NAVs at any time. It offers wealth Managers a wide range of features, such as user-defined groups, onboarding, and migration tools, as well as digital reconciliation of custodian remarks with workflow, productivity, and risk analytics. You get 'board quality' reports in the language/character set of your choice. It can be used by administrators, custodians, and trustees as the asset account record-keeper. Their solution engineers will collaborate closely with you to identify the ideal setup for your business, including connection with your current international infrastructure and procedures. Additionally, they can provide Trustees with solutions such as shadow NAV accounting and compliance reporting in cases when several administrators need to be combined.

The dividend calendar helps to track the dates of dividend payouts, compare current and planned earnings and predict income for the year ahead. Assesses the financial condition of the company and helps create a safer source of passive income. Many companies tend to increase dividend payments now. They make sure clearly see by how much passive income in portfolio grows.

For a fast-paced and ever-changing financial market, they need software that can keep up. Enter INDATA Investment Management Software, the go-to choice for professional management of their investments. INDATA's software links traders with portfolio managers, executing brokers, compliance officers and operations staff in real time to ensure efficient and error-free trading. With INDATA, they can rest assured that their investments are in safe hands. It's the perfect choice for comprehensive trade analysis and real-time performance reporting. This has never been easier, or more convenient! Across the entire front, middle and back office, data-driven performance monitoring acts as a powerful resource. Trust INDATA to actively and intelligently watch over their investments. INDATA's intuitive, easy-to-use design simplifies the process of entering orders. This helps to reduce the risk of errors, while push notifications ensure that everyone in the team is kept informed throughout the process.

Investors live in a constant fog today by not having visibility of their entire wealth. Claritus combines past insights and today's portfolio, so user always know that user know. Claritus is the platform every investor needs to make decisions with clarity and confidence. They keep the privacy and security in mind at all times. Claritus is designed to meet the highest bank-grade security standards. With Claritus, all of thr information is secure and encrypted at all times.

Seeking Alpha provides investors with breaking news, analysis and newsletters to follow their investments and the market. We also have a suite of subscription plans that address specific investing styles and user needs.

Long-term algorithmic trading tactics can be found at Aikido Finance. They offer a library of evidence-based solutions that they have tried over the last two decades. You can create a portfolio in minutes with Aikido and integrate it with your broker to live trade a strategy. Their goal is to democratize Wall Street and make quantitative investing accessible to the general public. There is no code, no hidden costs, and no entrance hurdles! Quantitative investment has a high entry hurdle. It necessitates a significant amount of financial and coding expertise, as well as funds and time. The goal of Aikido Finance is to address this issue. We offer a library of quantitative strategies that customers can utilize to build a portfolio in under 5 minutes. Aikido Finance is ideal for millennials who want to build their own investment portfolio utilizing a disciplined manner. Aikido allows you to develop your portfolio in a methodical, mathematical, rules-based manner. Select from a variety of stock and cryptocurrency investment ideas. Find the greatest stocks with this robust stock screener and research center.