Best Cloud-Based Stock Portfolio Management Software 2026 - Free & Paid

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.

Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices.

At Similarweb, were 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. With...load more

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.

Macabacus empowers enterprises to generate financial models and documents, while managing all branded assets directly within Microsoft Office. The enterprise-grade platform serves as the single source of truth for document generation and brand compli...load more

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...load more

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, crowdsource...load more

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. It is distributed as an Excel Add-in and is fully integ...load more

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 ...load more

Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

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 historica...load more

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...load more

Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing

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 m...load more

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 doc...load more

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 cu...load more

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...load more

Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.

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 port...load more

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...load more

Software solution for real-time game and content developers which is powered by tools and services to help create interactive content. With its all-in-one editor, the app is compatible with Windows, Mac, and Linux. It supports both 2D and 3D content ...load more

Aladdin, is an industry-leading, cloud-based Asset Lifecycle Management Solution, powered by Microsoft Azure. Supported by our in-field local team of Asset and FM experts, Aladdin helps you enforce compliance to best-practices that automate several l...load more

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 retur...load more

Pulse Telesystems is an enterprise grade end-to-end telecom solution provider. Our innovative platform harnesses the power of Web Real-Time communication (WebRTC) to revolutionize your call center operations. Experience crystal-clear voice calls, sea...load more

Cloud based solution designed to track financial and contractual obligations for capital equipment finance contracts. Blue Sky's Lease Management Software is unparalleled in capability and can be customized to fit your company's needs. This system is...load more