Find 17 Best Investment Portfolio Management Software with Dashboard in July 2026

What is Pro Stock Tracker?

Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...

What is Strike?

Strike is a stock trading analytics platform that provides real-time market analysis, pre-built strategies, and customized plans for futures and options traders. It gives traders access to data-driven insights and risk management tools to support more deliberate, long-term investment decisions.

What is Ripsaw?

Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large corporations to small companies. It simplifies the management and monitoring process of your assets and revenues by consolidating them into an online, ...

What is Zenvest?

Zenvest is deal management software that lets fund managers and investment clubs share opportunities with a network of investors and manage the full investment cycle. It supports self-determined club rules, portfolio tracking, document collection, and digital signatures in one platform. A ...

What is Sharesight?

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

What is KoreConX?

KoreConX is a capital markets management platform with a dashboard for tracking investments, monitoring portfolios, and generating real-time equity and debt reports. It also provides access to legal, compliance, and funding resources for companies managing investor relationships across private ...

What is JCurve?

JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...

What is Stonksfolio?

Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...

What is Exirio?

Organize and keep track of your wealth quickly with Exirio software. This powerful platform gathers necessary information - including foreign exchange rates and automated price updates - to help you make the most out of your investments.Monitor your bank accounts, current market forecasts and ...

What is Koble?

Koble is an investment monitoring tool designed to help founders and investors access insights to realize their startup dreams. The software provides a suite of tools to evaluate your team, market, traction, and product, enabling you to prioritize and gain insights with your funding and startup ...

What is Stratosphere.io?

Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...

What is Shootih?

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

What is Bavest?

Bavest is an investment analysis platform that gives private investors access to institutional-quality research tools. It collects, analyzes, and visualizes financial market data at low cost, automating data collection so investors can focus on decision-making rather than data management.

What is Morningstar Office?

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

What is Ziggma?

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...

What is Robinhood?

Robinhood is a zero-commission stock trading app that lets user buy and sell stocks, ETFs, options, and cryptos commission-free. Allowing them to invest freely. By cutting the fat that comes with traditional investing, it able to pass the savings directly to user. This makes Robinhood the most ...

What is Acorns?

Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...