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Product Description
Beanvest is the ultimate portfolio performance tracking tool, making it easier than ever to keep track of and compare investments. It automatically computes returns, allowing users to factor in things like currency conversion, brokerage fees, dividends and more. In addition, it provides an ...
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Benchmarking
Investment Monitoring
Portfolio Management
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Pricing
Free Trial available, Try Now
Starts from $20/Month, also offers free forever plan
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Product Description
Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...
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Product Description
Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
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No common features
Unique Features
No unique features
Pricing
Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
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Product Description
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 ...
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No common features
Unique Features
No unique features
Pricing
Free Trial available, Try Now
Starts from $19.99/Month when Billed Yearly, also offers free forever plan
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Product Description
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 ...
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No common features
Unique Features
Dashboard
Investor Management
Performance Analysis
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Pricing
Free Trial available, Try Now
Starts from $100/Month
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Popular alternatives include Beanvest, Portfoliopilot, Snowball Analytics, Stratosphere.io and JCurve.
Tools like Intellectia.AI, Marketlog, CeoBuySell.com, Pro Stock Tracker and CommonSubDoc are best for small businesses for Investment Portfolio Management Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
