Apps with 'Portfolio Management' feature Page 3 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. InvMon icon
     1 like

    InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Mac
    • Windows
    InvMon Dashboard light
    InvMon Dashboard dark
    Portfolio View light
    +1
    Portfolio View dark
    18 alternatives
  2. PPM Express icon
     1 like

    PPM Express connects to a wide set of modern PPMs, project, work, and task management tools. View and manage statuses and progress of all your projects and portfolios in one place.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Self-Hosted
    • Software as a Service (SaaS)
    Project list in PPM Express from connected platforms like MS Project Online, Smartsheet, Jira, Azure DevOps, Monday.com
    Jira connection configuration in PPM Express: simple and straightforward
    Portfolio timeline in PPM Express with all the details from all the projects and programs
    18 alternatives
  3. PinkLion icon
     1 like

    The AI Copilot for your Investments.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    PinkLion screenshot 1
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    +2
    PinkLion screenshot 3
    12 alternatives
  4. HyperTrader icon
     1 like

    HyperTrader is a modern trading platform where traders can organize smarter, analyze better, and trade faster. HyperTrader is available as a native desktop app for Windows, macOS, and Linux.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    Portfolio Tracker:

Do you still keep track of your portfolio with a spreadsheet?
How easy would it be if you had a portfolio that updated automatically?

Managing your crypto portfolio can be incredibly challenging for anyone, beginners and experts alike. With HyperTrader, you can allocate, track, and display your crypto holdings in a single view, both in crypto itself and in whichever fiat currency you prefer. Balances and their fiat equivalents are even updated in real-time, so your portfolio data is always up-to-date and accurate

Say goodbye to time-consuming spreadsheets.
    PnL Analysis:

Do you know how much you’ve won or lost while trading?
Imagine having that information to-hand, right where you trade.

With HyperTrader, you can get insights into your trading activities. Our PnL analysis tool allows you to see how much you’ve won, lost, and much more. These are things that usually have to be done seperately in a spreadsheet; but with HyperTrader, it’s all in one place, updated automatically and in real time.

Currently, this tool is only available for Spot exchanges, but we working to include this for derivatives exchanges in the near future.
    Multicharts:

Do you trade on more than one exchange?
How helpful would it be if you could see more than one asset chart at once?

Our unique split-chart feature allows you to look at multiple assets from one or more exchanges at once. With up to four charts displayed at once and fifteen different layouts, you can really make the most of your screen real estate and trade with ease.

Multichart trading allows you to sync Symbol, Interval, Crosshair, Time, and Drawings, meaning that there’s a view for any need you have!
    +8
    Quick Tabs:

Do you switch between many exchanges while trading?
Wouldn’t it be easier if they were sorted into easy-to-find tabs?

Our Quick Switch tabs let you easily move between exchanges just by clicking the tabs at the top, allowing you to view many exchanges, quick and easy. Speed is key in the market, and between features like this and our Multichart view, it’ll give you the edge you need to trade with peace of mind. 

It’s one of the many features HyperTrader offers that makes trading faster, easier, and more intuitive.
    8 alternatives
  5. Taurigo icon
     1 like

    Taurigo is an online platform that provides investors with AI-powered tools for comprehensive stock analysis, interactive screeners, portfolio tracking, and comparison features to support informed investment decisions.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Stock Analysis - Overview
    Stock Analysis - Valuation and Growth
    Stock Analysis - Business Information
    +10
    Stock Analysis - Financial Health
    14 alternatives
  6. Business Quant provides Granular Financial & Operational Data. This includes datasets such as revenue or profitability by product, region or segment. Operational data includes items such as which airlines own how many Boeing 737 MAX's in their fleet, or the sales volume...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    Business Quant screenshot 1
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    +4
    Business Quant screenshot 3
    37 alternatives
  7. Advantages: 30 days history chart, mobile friendly, assets are not limited to crypto, public and private portfolio with API. Disadvantages: No API to exchanges, no dynamic portfolio based on public addresses.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    • MySQL Community Edition
    • PHP
    Assetbalance.info screenshot 1
    52 alternatives
  8. Alphanso icon
     1 like

    Get tactical portfolio strategies and personalized trade recommendations powered by AI algorithms, and gain the winning edge in financial markets.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • Android Tablet
    • iPad
    Alpha generation at your fingertips
    Top 10 picks of the days
    Track and fix your portfolio
    +3
    Get personalized trade recommendations
    15 alternatives
  9. Ziggma icon
     1 like

    As a solution designed for long-term investors, Ziggma provides smart portfolio tracking and algorithmic stock research in a single platform.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Ziggma screenshot 1
    9 alternatives
  10. CapitalBanker, provides a core banking platform with a robust set of capabilities to support the business functions for commercial banks. CapitalBanker for Private Banking is designed to support the full scope of back-office and front-office services for private banks, such as...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Windows
    • Online
    4 alternatives
  11. CruiseNet icon
     Like

    CruiseNet represents the next generation in core processing systems for small and mid-sized institutions. Built entirely on a .NET architecture and scalable from small to large, CruiseNet offers a superior, cost-efficient operating platform designed to grow as you grow.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Windows
    4 alternatives
  12. mProfit icon
     Like

    Manage all your assets such as stocks, F&O, MFs, FDs, ULIPs, PPF, property, gold and more

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Mac
    • Windows
    1 alternatives
  13. ONEPOINT's hybrid project and portfolio management solution provides a single project and resource management database with strong planning, controlling and forecasting capabilities that brings together all kind of projects.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Windows
    • Linux
    ONEPOINT Projects screenshot 1
    ONEPOINT Projects screenshot 1
    ONEPOINT Projects screenshot 2
    +13
    ONEPOINT Projects screenshot 3
    78 alternatives
  14. Finary icon
     Like

    Portfolio tracker for the modern investor. Keep track of all your investments in real-time: Stocks, ETFs, mutual funds, Crypto, Real Estate and much more.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
    Finary screenshot 1
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    +2
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    17 alternatives
  15. Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Windows
    Main window. Showing your currently open trades.
    Portfolio equity curve
    Share trade entry window.
    45 alternatives
  16. Jibility icon
     Like

    Jibility is a free strategic planning tool that helps business and enterprise architects quickly translate strategy into execution.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Determine and articulate your key challenges.
    Link your objectives to your challenges.
    Create your organization's capability and value stream map.
    +3
    Define and prioritize your key initiatives in a 2x2 matrix.
    7 alternatives
  17. Aurox icon
     Like

    With its multi-exchange integrated workspaces, Aurox takes the hassle out of portfolio management. That's faster trades and high-octane results for cryptocurrency investors.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    Aurox screenshot 1
    Aurox screenshot 1
    32 alternatives
  18. Visual Portfolio let you create beautiful portfolio layouts. Generates shortcode to show portfolio or any custom post types using Masonry, Justified, Tiles or Carousel layouts.

    Cost / License

    Platforms

    • Self-Hosted
    • Wordpress
    Visual Portfolio screenshot 1
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    +5
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  19. Statmetrics is an all-in-one mobile app for portfolio analytics and investment research. Access global markets & news, perform technical analysis, construct & backtest multi-asset portfolios, analyze fundamental & quantitative asset characteristics.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • Android Tablet
    Statmetrics screenshot 1
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    +4
    Statmetrics screenshot 3
    32 alternatives