EquityStat is stock portfolio tracking software that is dispensing an online tracker for the traders so they can manage, track, and analyze different stuff, including stocks and mutual fund investments. The software is considered one of the best stock portfolio tracking software because of the centralized analysis and performance stats, so no need for any additional plugins. Talking about its interface, it is completely transparent, and different traders can access history, performance stat, and income and investment details with few clicks.
EquityStat is aiding to manage all financial investments in one place, so one can handles stock, bond, EFT, and mutual fund investment direct from brokerages. This functional software permits you to make in-depth analyses from any device and place you want. The supreme features include validation support, responsive dashboard, individual-based investment analysis, a summary of performance, graphs, analyze dividends, sort your transaction, and much more to add.
My Planner – Portfolio Tracker is an app that enables users to track all their financial assets from stocks and mutual funds to fixed deposits, insurance, and Post office schemes, Etc.
Although the app guarantees a simple UX, it also provides scalability to more advanced users with drill-down options that provide a more detailed understanding of all financial assets. This app uses charts and Venn diagrams to display information in a way that is easier to engage. This is an ideal app for a family to track and coordinate all their financial schemes. Its other features include personal profiles, password security, interactive dashboards, and graphical material design.
Stocks Tracker Widget (open-source) is a mobile app that enables you to stay updated with all the real-time stock market situations and perform concurrent stock market operations.
It follows a completely customizable interface, allowing users to adjust the number of rows and columns in a manner this is most suitable for them. While by default the stock is displayed by the descending order in percentage, you can even change this. Similarly, users can set refresh intervals. All the information is displayed in the form of detailed and comprehendible charts. Some of this app’s core features include a graphical interface, multiple portfolios, different themes, multiple widgets, and data import/export.
MyStocks is a mobile app that enables you to follow stock market trends all over the world from the palm of your hands by giving you access to quotes of stocks, ETFs, funds, currencies, future, and markets.
Information is presented in an intelligible manner in the form of graphs, charts, and Venn diagrams. The app’s ability to display daily and historical charts investors can help investors make crucial financial decisions. All the information is continuously updated with real-time developments and users get notified of the set circumstances. All of the app services are available for up to six separate portfolios.
Some important features of this app include Attractive material design, comprehensive dashboards, change color options, multiple widgets, automation, data backup, dash clock extensions, data security, and password protection.
FinWiz-Stocks, News, Investing, Portfolio & Markets is an app that gives you all the information of global markets, stocks, and financials. In addition to this, the app provides you relevant news articles from notable publications such as Bloomberg.
Users can access companies’ profiles, and their business health, etc. They can create separate portfolios and track them simultaneously. They can also keep a view of their stocks from the ‘Watchlist’ which can be custom arranged in alphabetical order or by daily changes. Its strong analysis is provided in the form of in-depth charts and graphs that uses dozens of indicators before giving results. All of these services are available for cryptocurrencies as well. A Graphical UI, multiple themes, StockTwits integration, and real-time data updates, are some of its most alluring features.
My Portfolio is a finance app designed specifically for Mutual Fund Investments where users can track their total investments, dividends paid, and the money reinvested among many other things.
Users simply have to create a list of their portfolios. The list can be arranged in alphabetical order or in the order of preference. The data is continuously updated in sync with real-life developments. This data is displayed via Venn diagram and charts making it easier for you to interact. The app even allows you to save past business returns for future reference. Custom UI, graphical design, user guides, and download statements are some of the core features here.
Simple Stock Manager is an app that is used for monitoring and managing the stock, as well as exercising control over the inventory. Just enter your products and their transactional records once and view them in-app whenever you want. Users can add an unlimited number of products.
The app comes with a graphical build and cohesive data arrangement that presents complex data sets in a form that is comprehendible and easy to work with. Users can make transactions, see products in and out. All these features make this app an effective transaction management tool. The app notifies the user when he is running low on stocks. If users can’t find something specific, they can do the barcode scan to know about a product or perform a quick live search.
Some of this app’s most distinguishing features include user-friendly design, low storage, multiple file format support, data import/export, data backup, data recovery, diagrams, private profile, and password security.
TheRich. – Stock, Dividends, Portfolio is an all-in-one app that enables users to manage their stocks, portfolio, and dividends. To get started, users simply have to add their stocks and portfolios. They can create separate lists and adjust them either by name or their growth. They can track their dividends in all of their stocks or portfolios in sync with real-time developments.
This app’s graphical interface presents this lengthy information in the form of diagrams and charts making it convenient for the average user. The app comes with a dedicated ‘community’ tab with which users can join different forums. Some of its key features include personal account, data protection, password security, relevant featured news articles, macroeconomic trends display, dividend calendar, and much more.
Stock and Inventory Simple is a mobile app that enables users to manage their stock and inventory, helping them in determining not only how many of the products they currently have but also how many they have consumed or sold. This app is useful for managing both household groceries and small businesses.
To use this app, the users first have to add a product. They can create separate groups for different categories of items such as food, clothes, toys, etc. and while doing this, they can add photos to these items. Alternatively, data can be simply imported from excel. You are notified whenever you are running low on stocks. These notifications can be adjusted according to your needs. Simple interface, Data backup, data restore, user help, barcode scans, data export, and a dedicated team for queries and complaints are some of its important features.
MAUS StockMarket Plus is a responsive and simple to use portfolio management software that has been providing rich support to traders of all types. The software is providing extreme support, so one can analyze and track the performance of the investment from the unified place. You have detailed analytics and graphical trends, so forecasting and prediction of your profits or losses are all easy with the magic of MAUS StockMarket Plus.
The innovative share portfolio management software is streamlining the workflow for any investor. One platform and they are done with their tracking, dividends, manage property financials, and record shares. Furthermore, the professional reports, cash flow forecasting, automatic brokerage, log history sharing, and more are giving transparent control of the portfolio for sure. There are multiple features to add up that include taxation reports, complete visibility of information, live price updates, complete customer support, and more to add.
Assetbook is an intuitive and easy-to-handle portfolio management software that leverages advisors with a comprehensive and transparent view of all assets. The software seems to be one of the detailed performance and analysis of the investment and provides expediency of the extensive automated generated reports on the portfolio. This can save both time and cost, and you will be able to demonstrate the value to clients. There is a client portal that streamlines operations like file transfer, deliver portfolio performance, and tax consideration information, so get transparency to validate things.
The software is continuously evolved with detailed performance reporting, customizable interactive digital experience, empowers advisors, and unique management styles. There are multiple features for you that include AUM, firm-level dashboards, view asset allocation, intuitive user experience, superior customer service, client reporting, customizable investment classifications, seamless API integrations, and more to add.