17 years helping New Zealand businesses
choose better software

17 years helping New Zealand businesses
choose better software

Stock Portfolio Management Software

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

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Sharesight

Sharesight

3.5 (2)
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Track your stocks, trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. Learn more about Sharesight
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. You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. All 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. Learn more about Sharesight

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
PORTAX

PORTAX

(0)
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After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX
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. Learn more about PORTAX

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Cash App

Cash App

4.3 (566)
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Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices.
Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices. Learn more about Cash App

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Similarweb

Similarweb

4.6 (211)
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Similarweb is a software & data company specializing in web analytics, web traffic, competitive intelligence and performance.
Similarweb stands out with its unparalleled data accuracy and granularity, offering a comprehensive 360° perspective into the digital world, spanning 1B websites, 8M apps, 210+ industries, and 190+ countries. It lets users quickly identify emerging market trends, uncover competitors’ strategies, and monitor audience behavior. Offerings include robust Web and App Intelligence tools (benchmarking, audience analysis, complete SEO kit, keyword analysis, marketing channel performance, and more), Sales Intelligence, Shopper Intelligence, Investor Intelligence, DaaS, and Advisory Services. Learn more about Similarweb

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Dolibarr

Dolibarr

4.5 (104)
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Open source solution for all around business management from customers and orders to invoicing and inventory.
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. Learn more about Dolibarr

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
WOWS Equity

WOWS Equity

4.8 (85)
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Equity management solution that helps businesses run deal scenarios, calculate dilution impact, monitor stock awards and more.
Equity management solution that helps businesses run deal scenarios, calculate dilution impact, monitor stock awards and more. Learn more about WOWS Equity

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Macabacus

Macabacus

4.7 (79)
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Enterprise-grade Financial Modeling tools for Excel and PowerPoint. Create complex models and branded presentations quickly.
Financial modeling productivity tools for Excel and PowerPoint. Get more done in Microsoft 365. From spinning up complex financial models & reports to creating branded presentations. Teams of 10 save 1,500 hours and $100K in productivity gains annually. Start your free trial today. Learn more about Macabacus

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
HiddenLevers

HiddenLevers

4.3 (58)
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Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
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. Learn more about HiddenLevers

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Seeking Alpha

Seeking Alpha

4.3 (43)
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Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As 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. Learn more about Seeking Alpha

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Excel Price Feed

Excel Price Feed

4.7 (29)
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An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, EODHistoricalData.com and Quandl for live financial data. It 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. Learn more about Excel Price Feed

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
PYTHEOS

PYTHEOS

4.6 (16)
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Websoftware for monitoring action plans
PYTHEOS is designed for companies or public organizations wishing to have a 360° vision of the progress of the actions carried out by their employees and partners. Structured according to strategic focuses or processes, the objectives of the action plans are measured by Operational KPIs The action plans are themselves broken down into projects and operational actions. -Each action leader monitors their roadmap in real time - Monitoring the progress of actions by priority and by status Learn more about PYTHEOS

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Nitrogen

Nitrogen

4.0 (13)
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Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity.
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. Learn more about Nitrogen

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
TOGGLE

TOGGLE

4.5 (11)
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TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE 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. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Learn more about TOGGLE

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
FinFolio

FinFolio

3.7 (9)
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Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
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. Learn more about FinFolio

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
HedgeGuard

HedgeGuard

4.6 (8)
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Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our 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. With offices in Sydney, Boston, Paris and Beirut, the H Learn more about HedgeGuard

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Active Trader Pro

Active Trader Pro

2.6 (8)
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Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more. Learn more about Active Trader Pro

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
xtb

xtb

4.0 (8)
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xtb is a trading platform that offers numerous asset classes, streamlined operation, and a clear layout for traders.
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. Learn more about xtb

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Simpliza

Simpliza

4.6 (7)
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Restaurant system that offers electronic command, POS, digital menu, Administrative, delivery and more integrations.
The Simpliza restaurant system was created to automate your management, simplify your routine and automate your way of selling! Simpliza offers electronic command, POS/Cashier Front, digital menu, Administrative, delivery with iFood integration, Omie + Simpliza integration and integration with Goomer Go. One of the advantages of Simpliza is its values, offering a free plan that does not require a credit card to sign up. Learn more about Simpliza

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Quoroom

Quoroom

4.7 (6)
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Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
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. Quoroom 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. Quoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings. Learn more about Quoroom

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Tykr

Tykr

4.7 (6)
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Tykr is a stock screener and informational platform that helps manage investments.
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. Tykr 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. Learn more about Tykr

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Stock Portfolio Organizer

Stock Portfolio Organizer

4.8 (5)
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An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
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. Learn more about Stock Portfolio Organizer

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
iBalance

iBalance

4.0 (4)
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Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. Learn more about iBalance

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
PortfolioShop

PortfolioShop

4.8 (4)
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A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
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. Learn more about PortfolioShop

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
Aikido

Aikido

4.5 (4)
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Our mission is to democratise Wall Street and give everyone access to the strategies traditionally confined to financial institutions.
Quantitative investing has a large barrier to entry. Requiring a lot of financial and coding experience, capital and time. Aikido Finance aims to answer this problem. We provide a catalog of quantitative strategies which allow users to create a portfolio in less than 5 minutes. We want to level the playing field and give everyone access to Wall Street's best strategies. Learn more about Aikido

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management
InvestingPro

InvestingPro

4.5 (4)
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InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears.
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. Learn more about InvestingPro

Features

  • Tax Management
  • Portfolio Management
  • Portfolio Accounting
  • Stock Management