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description: Discover the best Share Portfolio Management Software for your organisation. Compare top Share Portfolio Management Software tools with customer reviews, pricing and free demos.
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title: Best Share Portfolio Management Software - 2026 Reviews, Pricing & Demos
---

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# Share Portfolio Management Software

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## Products

1. [Sharesight](https://www.softwareadvice.com.au/software/373958/sharesight) — 3.3/5 (3 reviews) — Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs \& more used by over 450...
2. [PORTAX](https://www.softwareadvice.com.au/software/372409/portax) (0 reviews) — PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the ...
3. [Cash App](https://www.softwareadvice.com.au/software/319076/cash-app) — 4.2/5 (679 reviews) — Cash App is a web-based finance app designed to help business owners send money and buy stocks, bitcoin, and make tra...
4. [Similarweb](https://www.softwareadvice.com.au/software/156898/similarweb-pro) — 4.6/5 (251 reviews) — At Similarweb, we help businesses make smarter decisions in the digital age. Whether it’s understanding your competit...
5. [Dolibarr](https://www.softwareadvice.com.au/software/131476/dolibarr) — 4.5/5 (105 reviews) — Dolibarr ERP \& CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for ...
6. [Macabacus](https://www.softwareadvice.com.au/software/418940/macabacus) — 4.7/5 (85 reviews) — Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps fi...
7. [HiddenLevers](https://www.softwareadvice.com.au/software/285045/hiddenlevers) — 4.3/5 (58 reviews) — HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress tes...
8. [Nitrogen](https://www.softwareadvice.com.au/software/489070/Riskalyze) — 3.8/5 (14 reviews) — Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, ...
9. [Active Trader Pro](https://www.softwareadvice.com.au/software/118843/active-trader-pro) — 3.2/5 (13 reviews) — Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help use...
10. [TrendSpider](https://www.softwareadvice.com.au/software/450495/TrendSpider) — 4.6/5 (13 reviews) — TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The...
11. [HedgeGuard](https://www.softwareadvice.com.au/software/84965/hedgeguard) — 4.7/5 (9 reviews) — HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Manag...
12. [Quoroom](https://www.softwareadvice.com.au/software/184030/highcastle) — 4.7/5 (6 reviews) — Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect ...
13. [PortfolioShop](https://www.softwareadvice.com.au/software/365331/reconadvantage) — 4.8/5 (4 reviews) — PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers ...
14. [Unity](https://www.softwareadvice.com.au/software/395666/unity) — 5.0/5 (3 reviews) — When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, l...
15. [Limina IMS](https://www.softwareadvice.com.au/software/425359/limina-ims) — 4.0/5 (2 reviews) — Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designe...
16. [Vidrio Financial](https://www.softwareadvice.com.au/software/353697/vidrio-financial) — 2.0/5 (1 reviews) — Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been deli...
17. [Aladdin](https://www.softwareadvice.com.au/software/515883/Aladdin) — 4.0/5 (1 reviews) — Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to vie...
18. [ByAllAccounts](https://www.softwareadvice.com.au/software/118921/morningstar-byallaccounts) (0 reviews) — Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique dema...
19. [Pulse](https://www.softwareadvice.com.au/software/221983/assetbook) (0 reviews) — Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help ...
20. [Abbove](https://www.softwareadvice.com.au/software/317706/paxfamilia) (0 reviews) — End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managin...
21. [Beanvest](https://www.softwareadvice.com.au/software/322361/beanvest) (0 reviews) — Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all ...
22. [Diversiview](https://www.softwareadvice.com.au/software/406974/diversiview) (0 reviews) — Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and indiv...
23. [AMDIS](https://www.softwareadvice.com.au/software/262009/am-dis) (0 reviews) — AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio er...
24. [INDIS](https://www.softwareadvice.com.au/software/233797/in-dis) (0 reviews) — INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual repo...
25. [AllInvestView](https://www.softwareadvice.com.au/software/431312/allinvestview) (0 reviews) — AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, acc...

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## Related Categories

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

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| en-AU | <https://www.softwareadvice.com.au/directory/4259/stock-portfolio-management/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software> |
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Additionally, it offers a Fidelity Mobile application, which allows users to view, manage and act on their portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/05618251-1113-46f6-b544-d99e93bbb7fc.png","url":"https://www.softwareadvice.com.au/software/118843/active-trader-pro","@type":"ListItem"},{"name":"TrendSpider","position":10,"description":"TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The platform allows users to create, refine, and test trading strategies with historical data. It provides sophisticated trade timing and execution tools such as alerts, bots and automation features. 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These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.\n\nWith offices in Sydney, Boston, Paris and Beirut, the HedgeGuard team works closely with a wide range of crypto funds, hedge funds, asset management companies and family offices. We work alongside our clients through the different stages of their growth, providing them with the tools necessary to achieve their goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be8d5d5e-beca-4f39-b328-d0e83cbc9c00.png","url":"https://www.softwareadvice.com.au/software/84965/hedgeguard","@type":"ListItem"},{"name":"Quoroom","position":12,"description":"Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and issue equity and debt securities, convertibles and options.\n\n\nIt enables companies to migrate their company records from static spreadsheets to a digital platform from an early-stage, helping to keep businesses organized and prepare for the next funding round, options execution, share transfers and company house filings.\n\n\nQuoroom is available for free and also on monthly and annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcfc3c74-4cde-4d8c-a76d-ca66a044a2e1.png","url":"https://www.softwareadvice.com.au/software/184030/highcastle","@type":"ListItem"},{"name":"PortfolioShop","position":13,"description":"PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handling capital activity, sub-accounts, side pockets, carried interest, high-water marks, claw-backs, management fees, and incentive fees.\n\nPortfolioShop also includes a portfolio management system that delivers accurate valuations and integrity checks to transform transactional data into actionable insights. The general ledger feature ensures shareholder and investment data are synchronized for a comprehensive view of a firm’s operational infrastructure.\n\nPortfolioShop also offers reporting and reconciliation functionality. Its reporting tool provides a library of reports covering portfolio management and performance analytics. Additionally, configurable automated delivery options, dashboards, and APIs enable users to analyze their investment data. Daily reconciliation of shareholder and security positions guarantees investment decisions are based on the most precise information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/adb981e9-e5d6-473c-a6fe-ac0f242676b9.png","url":"https://www.softwareadvice.com.au/software/365331/reconadvantage","@type":"ListItem"},{"name":"Unity","position":14,"description":"When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning profits.  \n\nThat is where we would like to introduce ourselves. We are Unity - a revolutionary multi-asset trading platform that gives access to client trading with all asset classes (cash, marginal, OTC and structured instruments like shares, bonds, FX, crypto, commodities, ETFs, indices, options, futures, derivatives and many more). The system has a web-terminal, two mobile applications and administrative interface to manage clients' trading. Unity will help you to increase revenues and provide your clients with the highest level of service.   \n\n- Fulfil all obligations using our built-in middle and back-office infrastructure \n- Discover all necessary instruments for trading (charts  with Trading View functionality, price alerts, trade ideas from various providers, news, order book, wallet and wide range of order types)\n- Customise appearance up to your preferences\n- Manage clients' finances flexibly with the integration of payment infrastructure\n- Connect any liquidity and market data provider\n- Control your clients' risk exposure and trading parameters \n\nFind everything you need within our platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5e1486e-7ce2-4859-a7ea-57ed108ba5be.png","url":"https://www.softwareadvice.com.au/software/395666/unity","@type":"ListItem"},{"name":"Limina IMS","position":15,"description":"Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the benefits of cloud and Software-as-a-Service.\n\nWith Limina, you enable precious resources in the Front, Middle and Back Office to focus on generating investment returns, with minimal operational risk. The platform is open and used by investment and asset managers globally (including hedge funds and asset owners) to achieve higher efficiency through integrated end-to-end workflows and streamline costs by reducing the need for separate data management systems.\n\nLimina IMS enable exception-based workflows that can save Operations up to half their time spend on trade/portfolio operations. For Front Office, the time spent on portfolio admin tasks such as rebalancing can be reduced by up to 75% to less than 15min/day on average across users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ba125586-5b86-495e-98a4-26a175c89616.png","url":"https://www.softwareadvice.com.au/software/425359/limina-ims","@type":"ListItem"},{"name":"Vidrio Financial","position":16,"description":"Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment allocation process and provide LPs and allocators with control and insight over their investment decisions.​\n\nCollectively, our clients are actively managing portfolios with over $100bn AUM on the Vidrio platform. Vidrio is helping these clients monitor risk, exposure, and performance on over 1,000 external managers across a range of asset classes.  ​\n\nServices include external manager data collection, portfolio shadow accounting and reconciliation, transaction support, risk/exposure aggregation, workflow builds, and reporting solutions.​\n\nVidrio’s ability to work with complex fund structures and holdings comes from our years of experience as former market practitioners, and now as a partner to many of the world's leading institutional investors. ​\n\nCollaboration: On your behalf, we partner with your service providers, fund managers and other external data providers to collect, enrich and deliver actionable information.​\n\nConsistency: We then aggregate that information, together with smart analytics and easy-to-use tools to analytical insights​\n\nConfiguration: Configurable dashboards and custom workflow tools ensure your team has access to all the necessary data as they need it. ​","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/517dc414-21c6-47eb-b2be-d17d6dd0e5ee.png","url":"https://www.softwareadvice.com.au/software/353697/vidrio-financial","@type":"ListItem"},{"name":"Aladdin","position":17,"description":"Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to view and manage their daily investments. It integrates a common data language across public and private markets, enabling investment organizations to achieve scale, gain valuable insights and support their business transformation.\n\nIt allows clients to understand their portfolio exposures, identify opportunities and make more informed decisions. The platform enables users to create unique outcomes by customizing shared services and data to meet their specific needs.\n\nAladdin helps asset managers, banks, insurers, pension fund and wealth managers unlock value, uncover insights, and navigate the evolving landscape of investment management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6dc79057-3976-4ed7-bdcb-3f84b80b00d2.png","url":"https://www.softwareadvice.com.au/software/515883/Aladdin","@type":"ListItem"},{"name":"ByAllAccounts","position":18,"description":"Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterprises, resellers/redistributors, and FinTechs.\n\nPowered by more than 20 years of dedicated investment use case experience, Morningstar ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so advisors and investors can discover new opportunities to optimize wealth. Using artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, Morningstar ByAllAccounts can help save time and operational costs.\n\nMorningstar ByAllAccounts facilitates integration with third-party application providers such as Addepar, Black Diamond Reporting, Envestnet | Tamarac, Orion Advisor Services, and more. The pricing of the product is available on request and support is extended via email, phone, FAQs, and online documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b2950f6-c446-429b-9280-30649b2d88eb.png","url":"https://www.softwareadvice.com.au/software/118921/morningstar-byallaccounts","@type":"ListItem"},{"name":"Pulse","position":19,"description":"Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one centralized system, Pulse enables advisers to upload documents, transfer files, and deliver information to clients. \n\nPulse offers customizable and interactive performace reporting capabilities. Using a firm-level dashboard, advisors can access imrpotant metrics that break down AUM growth into key values. The dashboard also provides data related to asset allocation at the global level. The system can integrate with exisitng CRM, financial planning, and other types of software.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/38fd4890-7d44-4994-bf1c-9c34507dc86e.png","url":"https://www.softwareadvice.com.au/software/221983/assetbook","@type":"ListItem"},{"name":"Abbove","position":20,"description":"End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations.\n\nManaging, monitoring and centralizing client asset information within one secure platform, accessible for users, clients and their families. \n\nMake use of powerful integrated advisory tools for financial planning, inheritance tax planning and reporting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4fcc3a64-614a-4106-a44b-a0f99788317a.png","url":"https://www.softwareadvice.com.au/software/317706/paxfamilia","@type":"ListItem"},{"name":"Beanvest","position":21,"description":"Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their different portfolios as well as their brokerage accounts in one place. Users are offered tools such as stock portfolio performance measurement, results benchmarks, allocation sectors and many more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f33d40ee-7084-406a-9785-9121afaf9dad.jpeg","url":"https://www.softwareadvice.com.au/software/322361/beanvest","@type":"ListItem"},{"name":"Diversiview","position":22,"description":"Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals understand how investment portfolio comes together, analyze results. and visualize the balance of investments. Users can evaluate the current Risk vs Return position, optimize asset allocation using multiple options and minimize risk as well as maximize return through strategized planning.\n\nDiversiview works with ASX-listed investments, top US-listed investments, unlisted investment funds, cash, term deposits and investment property.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e1c52d0b-a160-41b2-be5e-4d9b3ff55596.png","url":"https://www.softwareadvice.com.au/software/406974/diversiview","@type":"ListItem"},{"name":"AMDIS","position":23,"description":"AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial and non-financial data from various providers on a unified platform.\n\nKey features include a calculation engine, composite analytics, asset management, and more. AM-DIS helps administrators automate business processes, analyze performance reports, conduct risk assessments, and modify portfolio requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0f4879e-5160-487c-9d35-415205abd26d.png","url":"https://www.softwareadvice.com.au/software/262009/am-dis","@type":"ListItem"},{"name":"INDIS","position":24,"description":"INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, forecasting, enterprise risk management, ESG analytics, and more. The solution helps businesses streamline management workflow and regulate compliance audit requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3fd04c4-21b4-4ac5-9731-c5a7b581a9ab.png","url":"https://www.softwareadvice.com.au/software/233797/in-dis","@type":"ListItem"},{"name":"AllInvestView","position":25,"description":"AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analytics, and more on a unified platform. Its user-friendly graphs and metrics like historical charts, annual returns, IRR, daily P&L, and others. Users can create as many portfolios and experiment with new ideas or track different strategies separately. \n\nAllInvestView provides a bond calculator that lets users track individual bonds, portfolio duration, coupon details, and more. Team members can view past and upcoming dividends with visually appealing charts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a56de615-1996-4729-84d3-76c8fd03de58.jpeg","url":"https://www.softwareadvice.com.au/software/431312/allinvestview","@type":"ListItem"}],"numberOfItems":25}
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