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The Ultimate Stock Portfolio Management Software
  • Easy to use for both investors and traders.
  • Analyze gains, losses and peformance for all your investments.
  • Supports Shares, Margin, CFD’s, Futures and Forex.
  • Supports Tick, Realtime and EOD data.
  • User friendly interface, makes tax reporting simple.
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Stock Portfolio Management Software Main Window | Stock Portfolio Organizer

Multi-Currency Support

  • Manage trades in any currency.
  • Live currency conversion to any base currency.

Powerful Data Feed Engine

Easily download Tick, Real-time & EOD data from multiple sources with redundancy. Allowing you to see live updates for your open positions as the market changes and chart the historical performance.

Trust Distributions & Dividends

Dividends & Trust Distributions are associated to trades which helps you handle tax deferred income by adjusting cost base and allows you to compute your return on investment.


Extendible with a powerful JavaScript programming language modified for lossless financial calculations. So you can create brokerage formulas, custom views and position sizing calculators and more.


We know how easy it is to make mistakes. So we made Stock Portfolio Organizer forgiving with streamlined support for fixing errors.


  • Multiple Accounts Per User.
  • Watch Lists
  • Trade Grouping
  • Beautiful Reports
  • Detailed Audit Trail
  • And Much More…