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 and fundamental data from any data source
See live price updates for all open positions
View upcoming dividends
Multiple free data source providers supported

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.

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

Glad to be using it

Been using a spreadsheet for a few years and now that I have Stock Portfolio Organizer I can't imagine ever going back. Once you get your head around it Stock Portfolio Organizer is easy to use and has good support.

- Nick R, Sydney, Australia

Stands out

I have tried different portfolio management programs and found that Stock Portfolio Organizer really stands out. The interface is intuitive and easy to use and the summary page gives me all the information I need about my portfolio.

- Anand J, USA

Impressive!

... It is a very impressive piece of software that works as advertised. ...

- Mark C, Day trader