Apps with 'Portfolio Management' feature Page 2 of 5

All apps in Apps with 'Portfolio Management' feature category. Use the filters below to narrow down your search. 
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  1. Coinpanda icon
     2 likes

    Coinpanda is the easiest way to calculate and file your taxes for digital currencies. Directly connect all of your exchanges with API keys and we'll automatically synchronize your crypto balances and transactions.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Main website
    Your personal dashboard
    Add wallet page
    +4
    Your wallets
    33 alternatives
  2. Soley Studio icon
     1 like

    Rule-based analyses of similarity, influences or dependencies make hidden information visible. The comprehensive analysis results are depicted in interactive dashboards with organic or hierarchical graphs, in form of diagrams, tables or matrices.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Windows
    Soley Studio screenshot 1
    Soley Studio screenshot 1
    Soley Studio screenshot 2
    +1
    Soley Studio screenshot 3
    15 alternatives
  3. ClearProfile icon
     3 likes

    ClearProfile is a personal branding platform for freelancers and professionals, aiming to enhance online visibility and client acquisition by offering a sleek profile page to showcase skills, projects, and certifications, along with tools and education for better client engagement?

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    ClearProfile screenshot 1
    ClearProfile screenshot 1
    30 alternatives
  4. MarketWatch icon
     4 likes

    Stock Market Quotes, Business News and Financial News from the leading provider MarketWatch.com, wholly-owned subsidiary of Dow Jones & Company, Inc.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    • iPhone
    • iPad
    MarketWatch screenshot 1
    MarketWatch screenshot 1
    MarketWatch screenshot 2
    +3
    MarketWatch screenshot 3
    75 alternatives
  5. Accointing icon
     6 likes

    Accointing is an all-in-one platform that allows users to track, manage and report all cryptocurrency transactions from one place.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    Accointing screenshot 1
    Accointing screenshot 1
    Accointing screenshot 2
    +10
    Accointing screenshot 3
    48 alternatives
  6. Trade on all major Bitcoin exchanges from a single, secured interface. The ultimate crypto portfolio manager featuring portfolio analytics, cryptocurrency trading tools, news aggregator, events calendar and more.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    CryptoView.com screenshot 1
    CryptoView.com screenshot 1
    CryptoView.com screenshot 2
    1 alternatives
  7. Morningstar icon
     4 likes

    Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best from our flagship website with Morningstar for Investors app - monitor the markets, track your portfolio, research securities, and more.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • Android Tablet
    • iPad
    Morningstar screenshot 1
    Morningstar screenshot 1
    Morningstar screenshot 2
    75 alternatives
  8. Portfoleon icon
     2 likes

    Make and share outstanding roadmaps * Quickly prepare for executive roadmap presentations * Involve stakeholders for better alignment and impact.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    Portfoleon screenshot 1
    Portfoleon screenshot 1
    Portfoleon screenshot 2
    7 alternatives
  9. InvestorRT icon
     2 likes

    Investor/RT is a state-of-the-art tool kit for today's online investor. It provides powerful market monitoring, data capture, charting, technical analysis, scanning, backtesting, and portfolio management features for users of a wide variety of real-time, delayed, and...

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    InvestorRT screenshot 1
    InvestorRT screenshot 1
    26 alternatives
  10. Cryptonaut icon
     2 likes

    Cryptonaut is a mobile app for managing your cryptocurrency portfolio. It allows you to add any cryptocurrency or token available today like Bitcoin, Ethereum, Litecoin, Ripple and more - and then track the value of your holdings in the currency of your choice, Bitcoin, or...

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • iPhone
    • iPad
    Cryptonaut screenshot 1
    Cryptonaut screenshot 1
    Cryptonaut screenshot 2
    +7
    Cryptonaut screenshot 3
    69 alternatives
  11. Crypto Viewer icon
     2 likes

    Crypto Viewer allows you to keep track of the value of all your cryptocurrencies (around 1700 coins) in one place, giving you a total in the currency you choose (EUR/GBP/USD/BTC/BRL).

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • iPhone
    Crypto Viewer screenshot 1
    Crypto Viewer screenshot 1
    Crypto Viewer screenshot 2
    +2
    Crypto Viewer screenshot 3
    53 alternatives
  12. Shrimpy icon
     1 like

    Shrimpy is a platform for cryptocurrency owners looking for a simple and easy way to manage their cryptocurrency portfolios. With Shrimpy, users can create custom crypto portfolios and implement automated trading strategies in just minutes.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    Shrimpy screenshot 1
    12 alternatives
  13. Bondfish icon
     4 likes

    Established in the Netherlands in 2023, Bondfish is a financial software company transforming the way individuals invest in bonds. The platform is designed to make bond investing accessible to everyone by simplifying the path to financial growth.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
    5 alternatives
  14. Sentieo icon
     4 likes

    The Modern Equity Research Platform by Buysiders for Buysiders.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Android
    • iPhone
    • Chrome OS
    Sentieo screenshot 1
    Sentieo screenshot 1
    Sentieo screenshot 2
    +2
    Sentieo screenshot 3
    29 alternatives
  15. Invest with ease and confidence! Palmy Investing is tailored for both casual and experienced investors, providing a free toolbox to enhance research efficiency. No data paywalls – just a seamless experience for better investments.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • Self-Hosted
    Simultan Equity Research with Up To 8 Stocks. No More Need To Open Multiple Tabs to Compare Your Stock Compotion/Peer Group.
    Palmy Investing Enables Modern Value Investors With The Right Tools. The #1 For Fundamentals To Plot And Model With Milions Of Global Data Entries.
    Palmy Investing Boosts The Efficiency Of Any Investors Research Workflow By Times 10. Our Dashboard Is The All-in-One Solution For Your Future Workspace.
    +4
    Start To Work With The New Standard For Tracking Securities. Palmys Portfolios & Watchlists Are The Most Performant And Eligable For Your Use Case.
    3 alternatives
  16. DPHOTO icon
     5 likes

    Powerfully simple online photo and video sharing. Beautiful Gallery to share your photos with the world, secure back up of high resolution photos, your own address (yourname.dphoto.com) and fully customisable gallery.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Online
    • Adobe Photoshop Lightroom
    Director - Simple organisation
    Gallery - Beautiful display
    Gallery - Beautiful display
    27 alternatives
  17. SpiraPlan icon
     2 likes

    SpiraPlan is Inflectra’s flagship enterprise-level portfolio management platform. This all-in-one solution combines test management, portfolio & resource management, and requirements traceability with release planning, baselining, & risk analysis.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    SpiraPlan - Requirements View (Dark Mode)
    SpiraPlan - Risk Module
    SpiraPlan - Test Case Management
    +3
    SpiraPlan - Defects Management
    96 alternatives
  18. eTracker icon
     1 like

    eTracker Crypto Portfolio supports the main networks of 23 cryptocurrencies and has 100% of its tokens listed. Automatic insertion of tokens in your portfolio and fully updated prices. UNLIMITED Portfolios. AUTOMATIC additions. Updated Token values.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Android
    • Android Tablet
    eTracker screenshot 1
    eTracker screenshot 1
    eTracker screenshot 2
    +3
    eTracker screenshot 3
    29 alternatives
  19. D-Sight icon
     2 likes

    D-Sight Web is a collaborative decision-making platform that helps you analyze data, evaluate alternatives and make decisions. It brings people together and integrates their perspectives into the procedure to identify the optimal decision.

    Cost / License

    • Free Personal
    • Proprietary

    Platforms

    • Windows
    • Online
    D-Sight Web Analysis on tablet
    D-Sight Web Analysis for Tenders Selection
    D-Sight Desktop - Evaluations and analysis
    +1
    D-Sight Desktop - Alternatives profile analysis
    3 alternatives