---
description: Page 2 - Discover the best Stock Portfolio Management Software for your organisation. Compare top Stock Portfolio Management Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 2 - Best Stock Portfolio Management Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software) > [Page 2](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2)

# Stock Portfolio Management Software

Canonical: https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software

Page: 2 / 2\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)

-----

## Products

1. [HRSTAQ](https://www.softwareadvice.co.uk/software/449800/HRSTAQ) (0 reviews) — HRSTAQ is a web-based solution that assists businesses with management of employee records, generation of HR letters ...
2. [Enfusion](https://www.softwareadvice.co.uk/software/305447/integrata) (0 reviews) — Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution t...
3. [Sterling Trader Pro](https://www.softwareadvice.co.uk/software/345521/sterling-trading-pro) (0 reviews) — Sterling Trader Pro is an advanced trading platform designed for active traders and broker-dealers. Sterling Trader P...
4. [ATrad](https://www.softwareadvice.co.uk/software/494934/ATrad) (0 reviews) — ATrad is a trading and analytics platform designed for financial institutions in emerging and frontier markets. It pr...
5. [Visible for Investors](https://www.softwareadvice.co.uk/software/506794/Visible-for-Investors) (0 reviews) — Visible for Investors is a portfolio monitoring and management platform designed to simplify data collection, analysi...
6. [AlphaQuark](https://www.softwareadvice.co.uk/software/539397/AlphaQuark) (0 reviews) — AlphaQuark is a model portfolio platform designed for SEBI-registered research analysts and registered investment adv...
7. [TrackinV](https://www.softwareadvice.co.uk/software/544540/TrackinV) (0 reviews) — TrackinV is a portfolio tracking platform designed to monitor investment performance across stocks, ETFs, and cryptoc...

-----

Page: 2 / 2\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)

## Related Categories

- [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Risk Management Software](https://www.softwareadvice.co.uk/directory/4423/risk-management/software)
- [Fund Accounting Software](https://www.softwareadvice.co.uk/directory/275/fund-accounting-software/software)
- [Hedge Fund Software](https://www.softwareadvice.co.uk/directory/4146/hedge-fund/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@id":"https://www.softwareadvice.co.uk/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Stock Portfolio Management Software","description":"Page 2 - Discover the best Stock Portfolio Management Software for your organisation. Compare top Stock Portfolio Management Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2","about":{"@id":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2#webpage","@type":["WebPage","CollectionPage"],"mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2#itemlist"},"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"inLanguage":"en-GB"},{"@id":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 2 - Best Stock Portfolio Management Software - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software?page=2#itemlist","@type":"ItemList","itemListElement":[{"name":"HRSTAQ","position":1,"description":"HRSTAQ is a web-based solution that assists businesses with management of employee records, generation of HR letters and tracking of assets issued to employees. The platform manages the employee lifecycle, including recruitment, onboarding, payroll, attendance and exit.\n\nHRSTAQ assists HR managers with payroll processing and maintaining compliance with statutory requirements such as provident fund (PF), employees' state insurance (ESI) professional tax (PT), and tax deducted at source (TDS). It enables businesses to define leave policies, track leaves and provide employees with access to their leave balances and transactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/69626769-3e2f-4dfd-b9c6-6f532a5bec56.png","url":"https://www.softwareadvice.co.uk/software/449800/HRSTAQ","@type":"ListItem"},{"name":"Enfusion","position":2,"description":"Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives our investment management clients the ability to easily access and analyze investment information in real-time, perform complex calculations quickly and interact with markets electronically adding up to better, more informed investment decisions and actions. \n\nEnfusion is highly configurable to different work streams, client segments and asset classes. Rather than relying on large, specialized workforces necessary for local or tenant-by-tenant deployments, modifications to the solution are made remotely within one codebase and without client intervention or interaction. Software enhancements developed for individual sponsoring clients are also made available to all clients at the same time. This process where our community of clients continuously contributes to the ever-evolving nature of our solution strengthens the value of the solution to all of our clients.\n\nEnfusion is utilized by a variety of users including portfolio managers, traders, compliance officers, operational support staff, and executive management, all of whom benefit from role-based functionality underpinned by a single dataset. This single dataset enables each of these users to generate valuable insights while operating on the same real-time information governed by appropriate access controls.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/78b17f85-a3eb-4ee4-80c2-65bab7ef07fb.jpeg","url":"https://www.softwareadvice.co.uk/software/305447/integrata","@type":"ListItem"},{"name":"Sterling Trader Pro","position":3,"description":"Sterling Trader Pro is an advanced trading platform designed for active traders and broker-dealers. Sterling Trader Pro serves active traders who need robust trading tools as well as broker-dealers who require an end-to-end solution.\n\nSterling Trader Pro delivers high-performance order execution. It provides advanced charting and technical analysis tools. The platform offers options analysis capabilities such as volatility analysis. It includes risk management features like real-time margining. Sterling Trader Pro provides connectivity to global market centers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce0a820f-0090-4060-912a-76ebf71cacb9.png","url":"https://www.softwareadvice.co.uk/software/345521/sterling-trading-pro","@type":"ListItem"},{"name":"ATrad","position":4,"description":"ATrad is a trading and analytics platform designed for financial institutions in emerging and frontier markets. It provides technology solutions for stockbrokers, wealth managers, primary dealers, and other financial institutions across regions such as Asia, Africa, Latin America, and Eastern Europe. The platform is used in markets such as Sri Lanka, Kenya, and Nepal.\n\nThe platform includes tools such as ATrad Desktop Pro for professional trading, a Broker Back Office system for managing client accounts and compliance, and wealth management tools for portfolio optimization. It features a customer onboarding portal that automates KYC processes and account setup. An API suite is available for integration with existing systems. ATrad offers real-time market data and technical analysis to support decision-making.\n\nATrad provides access across mobile, PC, and web interfaces, allowing users to trade and manage investments from various devices. It is customized for emerging markets and includes tools for ESG investments and research. The platform supports investment strategies with access to research tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7329794a-c1a3-42a3-b678-f8234a93ca9c.png","url":"https://www.softwareadvice.co.uk/software/494934/ATrad","@type":"ListItem"},{"name":"Visible for Investors","position":5,"description":"Visible for Investors is a portfolio monitoring and management platform designed to simplify data collection, analysis, and reporting for venture capital funds. It provides tools for operations teams, finance teams, general partners, and data teams to manage portfolio company performance and communicate with limited partners.\n\nThe platform includes an AI-powered inbox that extracts key metrics and insights from emails, attachments, and PDFs, reducing the need for manual data entry. Users can create and schedule customizable data requests to portfolio companies, with automated reminders and response tracking to support consistent data collection. A centralized dashboard organizes portfolio KPIs, files, notes, and updates in one location, while also tracking round-level investment details and fair market value updates.\n\nPortfolio companies can securely share data through link-based forms without requiring account creation or login credentials. Security measures include SOC 2 certification, TLS 1.2 encryption for data transmission, AES-256 encryption for data storage, and continuous monitoring. The platform also offers portfolio analytics and benchmarking tools to generate insights, compare performance across portfolio companies, and prepare reports for limited partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e6828c34-403d-4c4c-a538-74e1e24815f5.png","url":"https://www.softwareadvice.co.uk/software/506794/Visible-for-Investors","@type":"ListItem"},{"name":"AlphaQuark","position":6,"description":"AlphaQuark is a model portfolio platform designed for SEBI-registered research analysts and registered investment advisers in India. It enables financial advisors to create, manage, and distribute investment portfolios through a centralized dashboard. The platform is suitable for solo research analysts, advisory practices, and wealth management firms seeking to streamline portfolio operations while adhering to regulatory requirements in the Indian financial sector.\n\nThe platform supports model portfolio creation across equity, thematic, and multi-asset strategies. It includes automated rebalancing that calculates specific buy and sell orders for clients based on their current holdings. Trade execution is facilitated through connections with multiple Indian stock brokers. The software also features a client management system with digital onboarding workflows, automated fee collection, and performance analytics. These analytics include TWRR and XIRR calculations with benchmark tracking against indices such as Nifty 50 and Nifty 500. Portfolio optimization tools, such as portfolio universe diagrams and an optimal allocation calculator, are also available.\n\nAlphaQuark ensures SEBI compliance with immutable audit trails for recommendations and trades, automated disclosure management, and integration with the SCORES complaint management system. It allows advisors to deploy white-label mobile applications and web platforms customized with their branding. The platform provides real-time notifications through various communication channels and generates automated client reports and performance dashboards accessible from any device.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13a67d9d-8a62-446b-8afa-44509c2e3f4c.jpg","url":"https://www.softwareadvice.co.uk/software/539397/AlphaQuark","@type":"ListItem"},{"name":"TrackinV","position":7,"description":"TrackinV is a portfolio tracking platform designed to monitor investment performance across stocks, ETFs, and cryptocurrencies. It provides a consolidated view of holdings for individual investors managing accounts with multiple brokers. The platform is tailored for European investors, offering accurate return calculations that factor in dividends, foreign exchange fluctuations, and comparisons against major market indices.\n\nIt calculates metrics such as time-weighted returns, compound annual growth rate, and maximum drawdown, using methods commonly employed by professional fund managers. Portfolio analytics include sector allocation, geographic exposure, and identification of top and bottom performers. The platform supports multi-currency portfolios, automatically calculating foreign exchange impacts and defaulting to EUR while accommodating other global currencies. Transactions can be imported through CSV files or entered manually. Benchmark comparisons are available for indices such as the S&P 500, MSCI World, and STOXX Europe 600. Dividend tracking features include monitoring income, yield, and payment history across all holdings.\n\nThe platform displays realized and unrealized profit and loss on a unified dashboard, reducing the need for multiple broker applications or manual spreadsheets. It supports unlimited holdings without restrictions on portfolio size.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4014e7fd-21a7-43c9-975e-03333c01e08d.png","url":"https://www.softwareadvice.co.uk/software/544540/TrackinV","@type":"ListItem"}],"numberOfItems":7}
</script>