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 and traders.
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

Stock Portfolio Management Software Main Window | Stock Portfolio Organizer

Multi-Currency Support

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

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

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 and income for each trade.

Extendable

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.

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.
Watch Lists
Trade Grouping
Beautiful Reports
Detailed Audit Trail
And Much More…

Multi-Currency Support

Powerful Data Feed Engine

Trust Distributions & Dividends

Extendable

Forgiving

Powerful