---
description: Compare the best Stock Portfolio Management Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Stock Portfolio Management Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software)

# Stock Portfolio Management Software

Canonical: https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software

Page: 1 / 4\
Next: [Next page](https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software?page=2)

> Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments.

-----

## Products

1. [Sharesight](https://www.capterra.co.nz/software/207519/sharesight) — 3.3/5 (3 reviews) — Track your stocks, trades, dividends, stock splits \& more with Sharesight - the award-winning online investment portfolio tracker.
2. [PORTAX](https://www.capterra.co.nz/software/188095/portax-after-tax-portfolio-analysis) (0 reviews) — After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation.
3. [Cash App](https://www.capterra.co.nz/software/1016710/cash-app) — 4.2/5 (679 reviews) — Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices.
4. [Similarweb](https://www.capterra.co.nz/software/148472/similarweb-pro) — 4.6/5 (251 reviews) — Similarweb is a software \& data company specializing in web \& app analytics, web traffic, competitive intelligence and performance.
5. [Dolibarr](https://www.capterra.co.nz/software/159500/dolibarr-erp-crm) — 4.5/5 (105 reviews) — Open source solution for all around business management from customers and orders to invoicing and inventory.
6. [Macabacus](https://www.capterra.co.nz/software/1051806/macabacus) — 4.7/5 (85 reviews) — Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations.
7. [HiddenLevers](https://www.capterra.co.nz/software/179454/hiddenlevers) — 4.3/5 (58 reviews) — Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
8. [Seeking Alpha](https://www.capterra.co.nz/software/1012322/seeking-alpha) — 4.3/5 (43 reviews) — Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
9. [Excel Price Feed](https://www.capterra.co.nz/software/194120/excel-price-feed) — 4.7/5 (30 reviews) — An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
10. [Nitrogen](https://www.capterra.co.nz/software/210418/riskalyze) — 3.8/5 (14 reviews) — Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity.
11. [Active Trader Pro](https://www.capterra.co.nz/software/210415/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
12. [TrendSpider](https://www.capterra.co.nz/software/1038427/trendspider) — 4.6/5 (13 reviews) — TrendSpider is a software platform that provides real-time market data, automated tools, and advanced analysis for investors.
13. [TOGGLE](https://www.capterra.co.nz/software/200059/toggle) — 4.5/5 (12 reviews) — TOGGLE AI alerts you to what might affect your portfolio holdings.
14. [HedgeGuard](https://www.capterra.co.nz/software/166999/hedgeguard) — 4.7/5 (9 reviews) — Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
15. [FinFolio](https://www.capterra.co.nz/software/170305/finfolio) — 3.7/5 (9 reviews) — Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
16. [xtb](https://www.capterra.co.nz/software/1030508/xtb) — 4.1/5 (9 reviews) — xtb is a trading platform that offers numerous asset classes, streamlined operation, and a clear layout for traders.
17. [Quoroom](https://www.capterra.co.nz/software/214233/fundraising-and-cap-table-management-platform) — 4.7/5 (6 reviews) — Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
18. [Tykr](https://www.capterra.co.nz/software/1017453/tykr) — 4.7/5 (6 reviews) — Tykr is a stock screener and informational platform that helps manage investments.
19. [Stock Portfolio Organizer](https://www.capterra.co.nz/software/173102/stock-portfolio-organizer) — 4.8/5 (5 reviews) — An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
20. [InvestingPro](https://www.capterra.co.nz/software/1027278/investingpro) — 3.8/5 (5 reviews) — InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls \& bears.
21. [iBalance](https://www.capterra.co.nz/software/21392/ibalance) — 4.0/5 (4 reviews) — Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
22. [PortfolioShop](https://www.capterra.co.nz/software/157187/reconadvantage) — 4.8/5 (4 reviews) — A comprehensive Portfolio Accounting, Client Reporting, \& Performance Measurement solution offered as a subscription.
23. [SimCorp Dimension](https://www.capterra.co.nz/software/13760/simcorp-dimension) — 5.0/5 (3 reviews) — SimCorp software streamlines operations for asset managers, pension funds, and insurance firms.
24. [StockMarket Plus](https://www.capterra.co.nz/software/188237/stockmarket-plus) — 3.3/5 (3 reviews) — StockMarket Plus is an Easy-To-Use portfolio management software for any investor.
25. [Unity](https://www.capterra.co.nz/software/1036792/unity) — 5.0/5 (3 reviews) — Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design.

-----

Page: 1 / 4\
Next: [Next page](https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software?page=2)

## Related Categories

- [Artificial Intelligence (AI) Software](https://www.capterra.co.nz/directory/30938/artificial-intelligence/software)
- [Financial Reporting Software](https://www.capterra.co.nz/directory/30050/financial-reporting/software)
- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)
- [Risk Management Software](https://www.capterra.co.nz/directory/30665/risk-management/software)
- [Fund Accounting Software](https://www.capterra.co.nz/directory/30114/fund-accounting/software)

## Links

- [View on Capterra](https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software)
- [All Categories](https://www.capterra.co.nz/directory)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/directory/31242/stock-portfolio-management/software> |
| de-AT | <https://www.capterra.at/directory/31242/stock-portfolio-management/software> |
| de-CH | <https://www.capterra.ch/directory/31242/stock-portfolio-management/software> |
| en | <https://www.capterra.com/stock-portfolio-management-software/> |
| en-AE | <https://www.capterra.ae/directory/31242/stock-portfolio-management/software> |
| en-AU | <https://www.capterra.com.au/directory/31242/stock-portfolio-management/software> |
| en-CA | <https://www.capterra.ca/directory/31242/stock-portfolio-management/software> |
| en-GB | <https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software> |
| en-IE | <https://www.capterra.ie/directory/31242/stock-portfolio-management/software> |
| en-IL | <https://www.capterra.co.il/directory/31242/stock-portfolio-management/software> |
| en-IN | <https://www.capterra.in/directory/31242/stock-portfolio-management/software> |
| en-NZ | <https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software> |
| en-SG | <https://www.capterra.com.sg/directory/31242/stock-portfolio-management/software> |
| en-ZA | <https://www.capterra.co.za/directory/31242/stock-portfolio-management/software> |
| es | <https://www.capterra.es/directory/31242/stock-portfolio-management/software> |
| es-AR | <https://www.capterra.com.ar/directory/31242/stock-portfolio-management/software> |
| es-CL | <https://www.capterra.cl/directory/31242/stock-portfolio-management/software> |
| es-CO | <https://www.capterra.co/directory/31242/stock-portfolio-management/software> |
| es-CR | <https://www.capterra.co.cr/directory/31242/stock-portfolio-management/software> |
| es-DO | <https://www.capterra.do/directory/31242/stock-portfolio-management/software> |
| es-EC | <https://www.capterra.ec/directory/31242/stock-portfolio-management/software> |
| es-MX | <https://www.capterra.mx/directory/31242/stock-portfolio-management/software> |
| es-PA | <https://www.capterra.com.pa/directory/31242/stock-portfolio-management/software> |
| es-PE | <https://www.capterra.pe/directory/31242/stock-portfolio-management/software> |
| fr | <https://www.capterra.fr/directory/31242/stock-portfolio-management/software> |
| fr-BE | <https://fr.capterra.be/directory/31242/stock-portfolio-management/software> |
| fr-CA | <https://fr.capterra.ca/directory/31242/stock-portfolio-management/software> |
| fr-LU | <https://www.capterra.lu/directory/31242/stock-portfolio-management/software> |
| it | <https://www.capterra.it/directory/31242/stock-portfolio-management/software> |
| ja | <https://www.capterra.jp/directory/31242/stock-portfolio-management/software> |
| ko | <https://www.capterra.co.kr/directory/31242/stock-portfolio-management/software> |
| nb | <https://www.capterra.no/directory/31242/stock-portfolio-management/software> |
| nl | <https://www.capterra.nl/directory/31242/stock-portfolio-management/software> |
| nl-BE | <https://www.capterra.be/directory/31242/stock-portfolio-management/software> |
| pl | <https://www.capterra.pl/directory/31242/stock-portfolio-management/software> |
| pt | <https://www.capterra.com.br/directory/31242/stock-portfolio-management/software> |
| pt-PT | <https://www.capterra.pt/directory/31242/stock-portfolio-management/software> |
| sv | <https://www.capterra.se/directory/31242/stock-portfolio-management/software> |
| tr | <https://www.capterra.web.tr/directory/31242/stock-portfolio-management/software> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.nz/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":null,"url":"https://www.capterra.co.nz/","@id":"https://www.capterra.co.nz/#website","@type":"WebSite","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.co.nz/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Stock Portfolio Management Software","description":"Compare the best Stock Portfolio Management Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.","url":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software","about":{"@id":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software#itemlist"},"breadcrumb":{"@id":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software#breadcrumblist"},"@id":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.co.nz/#website"},"inLanguage":"en-NZ","mainEntity":{"@id":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software#itemlist"},"publisher":{"@id":"https://www.capterra.co.nz/#organization"}},{"@id":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Stock Portfolio Management Software - Prices &amp; Reviews - Capterra New Zealand 2026","@context":"https://schema.org","@id":"https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software#itemlist","@type":"ItemList","itemListElement":[{"name":"Sharesight","position":1,"description":"Sharesight is an award-winning online investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place.\n\nYou can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. \n\nAll while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/66d649e7-53db-47ad-8692-6ea0e5b55f9e.png","url":"https://www.capterra.co.nz/software/207519/sharesight","@type":"ListItem"},{"name":"PORTAX","position":2,"description":"After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes Asset Class Forecasting, Monte Carlo Simulation, Margin Trading, Short Sales Trading, Futures Trading, International Currencies and Taxation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f8e765b-f2b1-43a9-a949-46e8c54c80ae.png","url":"https://www.capterra.co.nz/software/188095/portax-after-tax-portfolio-analysis","@type":"ListItem"},{"name":"Cash App","position":3,"description":"Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/158d98f5-89ee-4153-84f1-f07e9b1e3e19.png","url":"https://www.capterra.co.nz/software/1016710/cash-app","@type":"ListItem"},{"name":"Similarweb","position":4,"description":"At Similarweb, we’re dedicated to helping businesses harness the full power of the digital world. Our solutions address a wide range of needs - from in-depth competitive analysis across marketing channels to actionable, large-scale data insights.\n\nWith Similarweb, you benefit from:\n\n- Vast Data Coverage: Access intelligence from 1B+ websites, 8M apps, and 3M brands.\n- Live Insights: Track 5B search terms, 250M display ads, and 10B content pages in real time.\n- Global Perspective: Evaluate markets across 190 countries and 210 industries.\n\nTrusted by thousands of organizations - from startups to Fortune 500s - Similarweb is the go-to platform for gaining a competitive edge and driving lasting growth.\n\n\"During Black Friday, we leveraged Similarweb's insights to map trends and user behavior. This strategy led to a 20% increase in sales, showcasing how data-driven planning drives impactful results in key retail moments.\" - Cappuccino Digital (marketing agency).","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/286e06ec-acd3-483d-861e-116447114a22.png","url":"https://www.capterra.co.nz/software/148472/similarweb-pro","@type":"ListItem"},{"name":"Dolibarr","position":5,"description":"Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/326e2090-fffb-42d0-9ad7-98cf033fa0a8.png","url":"https://www.capterra.co.nz/software/159500/dolibarr-erp-crm","@type":"ListItem"},{"name":"Macabacus","position":6,"description":"Macabacus is a productivity and brand compliance software suite for finance and professional services teams. It integrates with Microsoft 365 to enhance financial modeling, presentation creation, and digital asset management. The software features Link Excel to PowerPoint for syncing data and charts between applications, Model Check for identifying formula risks and errors, and Deck Check for automating proofing in PowerPoint. Additional capabilities include Shared Libraries for collaboration on templates and branded materials, Logo Library for accessing logos for documents, and an AI Writing Assistant that helps maintain content standards. Macabacus streamlines workflows by automating formatting tasks and ensuring accuracy in financial models, presentations, and documents.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b6485d7c-bf9b-4fca-ab75-d0c8d9b72f8b.png","url":"https://www.capterra.co.nz/software/1051806/macabacus","@type":"ListItem"},{"name":"HiddenLevers","position":7,"description":"HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91b71c4a-6486-47c2-9d3f-ba99cb737138.png","url":"https://www.capterra.co.nz/software/179454/hiddenlevers","@type":"ListItem"},{"name":"Seeking Alpha","position":8,"description":"Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.\n\nWhatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data.\n\nAs a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/680087a0-8b34-4ee6-a42c-414c34c55276.png","url":"https://www.capterra.co.nz/software/1012322/seeking-alpha","@type":"ListItem"},{"name":"Excel Price Feed","position":9,"description":"Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, FRED, EODHistoricalData.com and Quandl for live financial data.\n\nIt is distributed as an Excel Add-in and is fully integrated with Excel, providing a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies and cryptocurrencies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af9bf0fc-7d54-406d-a7f5-a62bb1147c5c.png","url":"https://www.capterra.co.nz/software/194120/excel-price-feed","@type":"ListItem"},{"name":"Nitrogen","position":10,"description":"Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement. Learn more at NitrogenWealth.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f4de6b3-754f-418d-b5a7-c57c994ecf7b.png","url":"https://www.capterra.co.nz/software/210418/riskalyze","@type":"ListItem"},{"name":"Active Trader Pro","position":11,"description":"Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/05618251-1113-46f6-b544-d99e93bbb7fc.png","url":"https://www.capterra.co.nz/software/210415/active-trader-pro","@type":"ListItem"},{"name":"TrendSpider","position":12,"description":"TrendSpider is a comprehensive trading software that offers advanced charting, automated pattern recognition, and over 200 technical indicators for in-depth market analysis. The platform provides robust strategy development with 50 years of historical data, backtesting without coding, and automated trading bots for precise execution. Real-time scanning and alerts help users seize opportunities and trade smarter. With access to data for 65,000+ assets and free market insights, TrendSpider is the all-in-one platform for traders and investors to enhance their performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17677220-9e8b-4208-8f66-9498c04d8580.jpeg","url":"https://www.capterra.co.nz/software/1038427/trendspider","@type":"ListItem"},{"name":"TOGGLE","position":13,"description":"TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.\nTOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.\nTOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89568454-395d-4d5f-b7ee-7e8e4b9e9487.png","url":"https://www.capterra.co.nz/software/200059/toggle","@type":"ListItem"},{"name":"HedgeGuard","position":14,"description":"HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers.\n\nOur cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.\n\nWith offices in Sydney, Boston, Paris and Beirut, the H","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be8d5d5e-beca-4f39-b328-d0e83cbc9c00.png","url":"https://www.capterra.co.nz/software/166999/hedgeguard","@type":"ListItem"},{"name":"FinFolio","position":15,"description":"FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/440ebff0-ef05-4c2c-81a7-e88673e7e07a.png","url":"https://www.capterra.co.nz/software/170305/finfolio","@type":"ListItem"},{"name":"xtb","position":16,"description":"xtb is a platform that specializes in trading. On the xtb portal, users can access and trade in a large number of global markets. Various supervisory authorities monitor xtb, including the Financial Conduct Authority. The platform also offers its users a trading academy, where instructional material is available to get novices started with trading and expand advanced users' knowledge.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f3459dcc-19f5-46ee-bcd5-72c171e33474.jpeg","url":"https://www.capterra.co.nz/software/1030508/xtb","@type":"ListItem"},{"name":"Quoroom","position":17,"description":"Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants.\nQuoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. \nQuoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcfc3c74-4cde-4d8c-a76d-ca66a044a2e1.png","url":"https://www.capterra.co.nz/software/214233/fundraising-and-cap-table-management-platform","@type":"ListItem"},{"name":"Tykr","position":18,"description":"Tykr is a stock screener and education platform all-in-one. It guides you throughout your entire investing journey and helps you reduce risk and manage your own investments. \nTykr has an easy-to-understand rating system that clearly informs you on why a stock is rated On Sale (potential buy), Watch, or Overpriced (potential sell). This gives you the confidence to move forward and positions you as the expert when you share this knowledge with family, friends, and other investors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fb3ceff1-c513-4a00-8b51-a069389b84ac.jpeg","url":"https://www.capterra.co.nz/software/1017453/tykr","@type":"ListItem"},{"name":"Stock Portfolio Organizer","position":19,"description":"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 with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b16fe75f-d725-4bff-bfcb-633bd9f13ec7.png","url":"https://www.capterra.co.nz/software/173102/stock-portfolio-organizer","@type":"ListItem"},{"name":"InvestingPro","position":20,"description":"InvestingPro is stock analysis solution that provides tools for investors to screen, research, and monitor stocks. InvestingPro allows users to filter stocks based on over 1,000 fundamental and technical metrics. InvestingPro also includes historical financial data, valuation models, customizable watchlists, and comparison capabilities. InvestingPro aims to equip investors with professional-grade analytics, insights, accurate data, and custom charts to help make informed investment decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f1d6ff3-e79e-4664-9828-22d207aa2826.png","url":"https://www.capterra.co.nz/software/1027278/investingpro","@type":"ListItem"},{"name":"iBalance","position":21,"description":"Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2bb0e7f6-2811-4b3b-8136-59cc634f0942.png","url":"https://www.capterra.co.nz/software/21392/ibalance","@type":"ListItem"},{"name":"PortfolioShop","position":22,"description":"ReconAdvantage is our flagship product. It is an ultra-flexible, modular portfolio management platform that offers solutions for shadow accounting, performance measurement, client reporting, risk management, shareholder accounting and outsourced portfolio accounting. Underpinned by the industry’s most knowledgeable and dedicated client service organizations, It has been relied upon by hundreds of world’s most sophisticated fund administrators and asset managers for over 25 years.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/adb981e9-e5d6-473c-a6fe-ac0f242676b9.png","url":"https://www.capterra.co.nz/software/157187/reconadvantage","@type":"ListItem"},{"name":"SimCorp Dimension","position":23,"description":"SimCorp is an investment management software company that provides solutions for portfolio management, trading, compliance, performance management, risk analysis, investment operations, data management, and client reporting. Their integrated platform and business services aim to help asset managers, pension funds, insurance firms, and other financial institutions simplify operations and uncover new opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b7c97993-a8df-4f0c-a79f-bf9a8dc41833.png","url":"https://www.capterra.co.nz/software/13760/simcorp-dimension","@type":"ListItem"},{"name":"StockMarket Plus","position":24,"description":"A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Whether it is for a SMSF or recording your investment portfolio, StockMarket Plus is designed to simplify and automate the process!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ac96abfd-441d-4214-b699-711d6fcef0db.png","url":"https://www.capterra.co.nz/software/188237/stockmarket-plus","@type":"ListItem"},{"name":"Unity","position":25,"description":"Unity is an innovative multi-asset trading platform that offers you the opportunity to provide your clients with the highest level of trading services. \n\nThe platform supports 100,000+ financial instruments in all asset classes within a unified interface, integrating effortlessly with any liquidity provider and accessible on any device. The system is comprised of client applications (professional for traders and casual for investors and users without experience), web terminal and an administrative portal with middle and back-office functionality. \n\nOur robust system ensures that every specific business case has access to all necessary features for managing your clients' trading.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5e1486e-7ce2-4859-a7ea-57ed108ba5be.png","url":"https://www.capterra.co.nz/software/1036792/unity","@type":"ListItem"}],"numberOfItems":25}
</script>