---
description: Page 4 - Compare the best Stock Portfolio Management Software in the UK. Capterra offers the most comprehensive reviews from verified users, prices, and a complete description of all relevant features. Use our filters to find the best rated software for your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Page 4 - Stock Portfolio Management Software - Price Comparison & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software) > [Page 4](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4)

# Stock Portfolio Management Software

Canonical: https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software

Page: 4 / 4\
Prev: [Previous page](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=3)

> Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments.

-----

## Products

1. [AlphaQuark](https://www.capterra.co.uk/software/1087220/AlphaQuark) (0 reviews) — Stock portfolio management solution aiding SEBI-registered RAs and RIAs to create, manage, and distribute model portfolios.
2. [Fintellion](https://www.capterra.co.uk/software/1087461/Fintellion) (0 reviews) — Cloud-based and AI-native investment intelligence platform for capital markets discovery, equity research, and portfolio analytics.
3. [TrackEdge](https://www.capterra.co.uk/software/1088113/TrackEdge) (0 reviews) — TrackEdge is investment management software that helps investors track portfolios, log trades, and plan budgets in one platform.
4. [MyFinanceTools](https://www.capterra.co.uk/software/1091842/MyFinanceTools) (0 reviews) — MyFinanceTools is software offering portfolio tracking, calculators, and insights to help users manage their finances effectively.
5. [TrackinV](https://www.capterra.co.uk/software/1092363/TrackinV) (0 reviews) — Know your real investment returns. Track TWR, dividends, benchmarks \&amp; multi-currency performance. Built for self-directed investors.
6. [Zenvesto](https://www.capterra.co.uk/software/1094435/Zenvesto) (0 reviews) — Zenvesto is a portfolio tracker built for investors who want deeper portfolio insights. Monitor performance, sector allocation, analyst
7. [Financial Tech Wiz Trading Journal](https://www.capterra.co.uk/software/1094894/Financial-Tech-Wiz-Trading-Journal) (0 reviews) — Financial Tech Wiz Trading Journal is atrading software that helps traders track performance, gain AI insights, and benchmark results.
8. [Track My Shares](https://www.capterra.co.uk/software/1096503/Track-My-Shares) (0 reviews) — Track My Shares is software for Australian and US investors to track stocks, crypto, and metals, and generate tax reports.
9. [SpotTradeJournal](https://www.capterra.co.uk/software/1096612/SpotTradeJournal) (0 reviews) — SpotTradeJournal is software for stock and crypto traders to import trades, track performance, and analyze trading psychology.
10. [Pinion](https://www.capterra.co.uk/software/1098368/Pinion) (0 reviews) — Pinion is investment tracking software that helps angel investors and small family offices monitor investments in a central dashboard.
11. [Safe Dividend Tracker](https://www.capterra.co.uk/software/1100869/Safe-Dividend-Tracker) (0 reviews) — Safe Dividend Tracker is built for dividend and options income investors. Track dividend holdings, log covered calls and cash-secured p

-----

Page: 4 / 4\
Prev: [Previous page](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=3)

## Related Categories

- [Artificial Intelligence (AI) Software](https://www.capterra.co.uk/directory/30938/artificial-intelligence/software)
- [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software)
- [Investment Management Software](https://www.capterra.co.uk/directory/20010/investment-management/software)
- [Risk Management Software](https://www.capterra.co.uk/directory/30665/risk-management/software)
- [Fund Accounting Software](https://www.capterra.co.uk/directory/30114/fund-accounting/software)

## Links

- [View on Capterra](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software)
- [All Categories](https://www.capterra.co.uk/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"Capterra UK","url":"https://www.capterra.co.uk/","@id":"https://www.capterra.co.uk/#website","@type":"WebSite","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Stock Portfolio Management Software","description":"Page 4 - Compare the best Stock Portfolio Management Software in the UK. Capterra offers the most comprehensive reviews from verified users, prices, and a complete description of all relevant features. Use our filters to find the best rated software for your business needs.","url":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4","about":{"@id":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4#itemlist"},"breadcrumb":{"@id":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4#breadcrumblist"},"@id":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4#webpage","@type":["WebPage","CollectionPage"],"mainEntity":{"@id":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4#itemlist"},"publisher":{"@id":"https://www.capterra.co.uk/#organization"},"inLanguage":"en-GB","isPartOf":{"@id":"https://www.capterra.co.uk/#website"}},{"@id":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software","@type":"ListItem"},{"name":"Page 4","position":3,"item":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 4 - Stock Portfolio Management Software - Price Comparison &amp; Reviews - Capterra UK 2026","@context":"https://schema.org","@id":"https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software?page=4#itemlist","@type":"ItemList","itemListElement":[{"name":"AlphaQuark","position":1,"description":"AlphaQuark is a wealth management platform for SEBI-registered research analysts and investment advisors in India. It enables advisors to create, manage, and distribute model portfolios in a structured and compliant way. Advisors can implement model portfolios across multiple clients and execute trades through integrated broker platforms, making portfolio management efficient and scalable. The platform provides real-time tracking of client investments across broker accounts through a unified dashboard.\n\nAutomated rebalancing ensures portfolios remain aligned with predefined strategies. AlphaQuark also enables teams to streamline compliance tasks such as client onboarding, documentation, and reporting. A white-label mobile app allows advisors to offer branded portfolio access to clients while maintaining their identity. Its analytics suite provides insights into portfolio performance, risk, and market trends.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13a67d9d-8a62-446b-8afa-44509c2e3f4c.jpg","url":"https://www.capterra.co.uk/software/1087220/AlphaQuark","@type":"ListItem"},{"name":"Fintellion","position":2,"description":"Fintellion is an AI-native investment intelligence platform for capital markets discovery, equity research, and portfolio analytics designed for modern financial professionals.\n\nFinWatch delivers real-time market signals and sector intelligence to help investors identify emerging opportunities and risks across capital markets. FinSight generates institutional-grade equity research from 30+ years of financial statements, ratios, cash flow quality metrics, earnings transcripts, analyst consensus, and SEC filings. FinPulse offers AI-powered portfolio analytics including risk scoring, stress testing, simulation, backtesting, and daily portfolio briefings via a contextual AI investment assistant.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d5d826d-49aa-4c01-8183-367c4a44e201.jpeg","url":"https://www.capterra.co.uk/software/1087461/Fintellion","@type":"ListItem"},{"name":"TrackEdge","position":3,"description":"TrackEdge is trading journal software that combines portfolio tracking and budget planning capabilities. The platform syncs trade data from the journal to the budget, automatically reflecting profits and losses without manual entry. \n\nThe portfolio tracker delivers live prices for over 170,000 tickers across 70+ global exchanges, offering analytics such as unrealized P&L, sector breakdowns, diversification analysis, and S&P 500 benchmarking. Price alerts and custom watchlists can be configured within the system. The budget planner monitors savings goals, spending trends, and the 50/30/20 rule, updating automatically when trades are closed. \n\nTrackEdge supports multiple currencies and consolidates trading, portfolio management, and budgeting functions into one platform. The software generates detailed performance reports that can be exported or emailed. It provides a centralized solution for managing trading activity and personal finances.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/31611265-779f-4617-9a90-e2cb2b6157a8.png","url":"https://www.capterra.co.uk/software/1088113/TrackEdge","@type":"ListItem"},{"name":"MyFinanceTools","position":4,"description":"MyFinanceTools is personal finance software for managing financial assets and planning. It tracks cash accounts, investments, cryptocurrencies, real estate, and alternative assets like art in one place. Real-time portfolio tracking provides live market data for up-to-date valuations. The platform offers free financial calculators for budgeting, debt payoff, mortgage planning, and investment returns, accessible without an account. Users can plan budgets, calculate emergency funds, compare investment strategies, and run Monte Carlo simulations. MyFinanceTools provides personalized insights through risk assessment and asset allocation analysis, offering tailored recommendations based on goals and risk tolerance. An AI-powered advisor evaluates diversification, risk alignment, and progress toward objectives. With multi-currency support, it tracks accounts like savings, stocks, ETFs, bonds, pensions, and cryptocurrencies, ensuring detailed visibility into investment performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/672956d9-1fcc-47f2-90cb-78224521fffc.png","url":"https://www.capterra.co.uk/software/1091842/MyFinanceTools","@type":"ListItem"},{"name":"TrackinV","position":5,"description":"Most portfolio tools treat retail investors like beginners. They show you a profit/loss number, a green or red percentage, and call it a day. But if you're serious about building wealth, you know that's not enough. You need to understand your actual performance, adjusted for cash flows, measured against real benchmarks, broken down by year.\n\nTrackinV was built by a self-directed investor who got tired of spreadsheets breaking and broker apps hiding the numbers that matter. It's a browser-based portfolio tracker that delivers institutional-grade analytics in a clean, fast interface. \n\nTrackinV.com is designed for self-directed investors who manage their own portfolios and want clarity, not clutter. It works with any broker, any currency, and any combination of stocks, ETFs, and mutual funds.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4014e7fd-21a7-43c9-975e-03333c01e08d.png","url":"https://www.capterra.co.uk/software/1092363/TrackinV","@type":"ListItem"},{"name":"Zenvesto","position":6,"description":"Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance.\n\nThe platform includes features such as portfolio health scoring, top gainers and losers, monthly performance breakdowns, watchlists, market insights, and stock research tools.\n\nZenvesto is designed to simplify portfolio management by turning scattered investment data into clear, visual, actionable insights, so investors can make better decisions faster.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/82d65380-87e0-4546-b5ed-ab2561aa47f0.jpg","url":"https://www.capterra.co.uk/software/1094435/Zenvesto","@type":"ListItem"},{"name":"Financial Tech Wiz Trading Journal","position":7,"description":"Financial Tech Wiz Trading Journal is a trading journal software that tracks performance, provides AI-driven insights, and benchmarks results against the market. The platform integrates with over 25 brokers, including Robinhood, Charles Schwab, Interactive Brokers, and Coinbase, to automate trade history imports and eliminate manual data entry. An AI trading coach analyzes trades and offers personalized feedback to help refine strategies and identify areas for improvement. Advanced analytics deliver insights into risk-to-reward ratios, position sizing, and potential losses. The platform focuses on holding periods and overnight exposure, making it suitable for swing trading strategies. Financial Tech Wiz Trading Journal includes a trading community and features designed to help traders optimize their approach.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d1b9133d-d4b4-4bd2-afbd-b4e35bc63cc7.jpg","url":"https://www.capterra.co.uk/software/1094894/Financial-Tech-Wiz-Trading-Journal","@type":"ListItem"},{"name":"Track My Shares","position":8,"description":"Track My Shares is a portfolio tracking software that consolidates investments across various markets and asset classes, including ASX shares, US equities, ETFs, cryptocurrencies, and precious metals. It updates prices throughout the day without needing broker credentials. The software generates tax reports for American and Australian investors, covering capital gains and dividend income. It maintains a full transaction history with cost basis details and offers cash flow analysis. Users can manage multiple portfolios and track unlimited holdings. Analytical tools provide risk scoring, diversification analysis, and sector breakdowns. A dividend calendar shows expected payouts, and email forwarding adds transactions automatically. There is an MCP available to integrate with AI assistants for natural language queries.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d96a296a-893c-4f8c-b882-84cbe697ee72.jpg","url":"https://www.capterra.co.uk/software/1096503/Track-My-Shares","@type":"ListItem"},{"name":"SpotTradeJournal","position":9,"description":"SpotTradeJournal is a trading journal and analytics platform for active stock and crypto traders. Import trades directly from Interactive Brokers (.tlg), TradeZero, Binance, Coinbase, QuanTower, or any CSV.\n\nOnce imported, the platform automatically calculates P&L, win rate, profit factor, expectancy, and equity curve. Trades are organised by symbol, strategy, day of week, and time of day so traders can identify exactly where they make and lose money.\nEmotion tracking lets traders tag how they felt at entry - FOMO, confident, anxious, greedy, and see the dollar impact of each emotional state over time. Mistake tracking shows the cumulative cost of recurring errors like moving stop losses or revenge trading.\n\nAdditional features include a daily journal with pre-trade plans and post-trade reviews, a Goals tracker, a P&L calendar, live trade charts with entry and exit markers, and a Plan Tracker.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4dec8044-2ada-4686-8cfe-c89158f9dfc0.png","url":"https://www.capterra.co.uk/software/1096612/SpotTradeJournal","@type":"ListItem"},{"name":"Pinion","position":10,"description":"Pinion is investment tracking software that consolidates angel investments and private holdings into a unified dashboard, replacing spreadsheets with automated valuation tracking and performance metrics. Users can import portfolios via spreadsheet uploads or add investments manually, with values updating automatically. The dashboard provides a complete portfolio view, displaying investments, valuations, and total exposure. AI-powered updates analyze portfolio communications for sentiment, metrics, and red flags, while integration with Model Context Protocol enables natural language queries. The platform tracks value changes over time without quarterly file versioning. Performance insights reveal returns and trends within holdings. Pinion ensures data security with strict access controls and offers quick setup through templates or manual entry. It eliminates manual calculations and file management, delivering clear insights and streamlined tracking for private holdings.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ffffca2b-39e7-4808-81c2-b9a715c0a35e.jpeg","url":"https://www.capterra.co.uk/software/1098368/Pinion","@type":"ListItem"},{"name":"Safe Dividend Tracker","position":11,"description":"Safe Dividend Tracker is built for dividend and options income investors who want one place to manage everything. Track your dividend holdings, see income by month and year, log covered calls, cash-secured puts, and wheel strategy trades alongside your dividends, and project your DRIP compounding growth over 5, 10, 20, or 30 years. Free plan forever — no credit card required. Available on iOS (App Store) and Android (Google Play).","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c1a5b54c-e710-40cb-a167-d3e9316df7ea.png","url":"https://www.capterra.co.uk/software/1100869/Safe-Dividend-Tracker","@type":"ListItem"}],"numberOfItems":11}
</script>
