Stock Portfolio Management Software | Stock Portfolio Organizer

The Ultimate Stock Portfolio Management Software

Comprehensive portfolio management software that is easy to use for both investors, traders and self managed super funds.
Analyze gains, losses, income and performance for all your investments.
Supports Shares, Margin, CFD’s, Futures and Forex.
Supports Tick, Realtime, EOD and Fundamental data.
Position Sizing & Risk Management
Supports Splits, Mergers, Demergers, Takeovers etc

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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, fundamental and dividend data from any data source
See live price updates for all open positions
View upcoming dividends
Automatically find and add dividends to portfolio.
Multiple free data source providers supported

Trust Distributions & Dividends

Dividends are associated to trades which allows you to compute your return on investment and income for each trade.
Find and add missing dividends to your portfolio in bulk. No more manual data entry.

Detailed Performance Tracking

Historical performance charting of your trades and income
Large range of useful portfolio metrics neatly organized by category

Extendable

Powerful built-in scripting language based on JavaScript lets you create:

Brokerage expense calculators
Risk management & position sizing calculators
Own excel spreadsheet style views
And much more…

Watchlists & Alerts

Easily track stocks, futures, ETFs, mutual funds and currencies from around the world
Monitor your portfolio with custom alerts

Safe & Trustworthy

All data is stored safely and securely on your computer leaving you in control.

Forgiving

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

Powerful

Multiple accounts per user
Trade grouping
Beautiful reports
Stores & displays a detailed history of changes made
And much more…

Learn more about how Stock Portfolio Organizer can help you manage and track your investments

What some of our users say about Stock Portfolio Organizer