Download Portfolio - Best Software & Apps

  • Excel Portfolio Tracking

    3

    License
    try Download
    Platform
    Windows

    Portfolio performance tracking and periodic valuation of investsment portfolios with time weighted return calculations.

    7
    110 votes
    • PROS: Accounts for financial asset transactions during the reporting period.
    • CONS: Requires Microsoft Excel 97 or higher.
  • PDFBinder

    1.2

    License
    free Download
    Platform
    Windows

    Combine All Your PDF Files In One Place With This Free Tool

    7
    174 votes
    • PROS: Create a portfolio, Your numerous documents do not become a slow-to-action file, Keep your PDF files together in the order you wish,
    • CONS: Trying to figure out how to add PDF files and how to remove them is confusing, Converting files is tricky, Getting them in the right order can be difficult,
  • Excel Portfolio Optimization

    5

    License
    try Download
    Platform
    Windows

    Optimization for portfolios of financial investments or business streams with reweighting of capital allocation .

    9
    107 votes
    • PROS: Sophisticated portfolio analysis and optimization at low cost., Download financial market data directly into Excel., Optimizes technical analysis constants for all securities within a portfolio.
    • CONS: Requires Microsoft Excel 97 or higher.
  • AceMoney

    4.35.1

    License
    try Download
    Platform
    Windows

    Organize and manage your personal finances quickly and easily

    6
    15 votes
    • PROS: Presents all of your accounts in a clear manner, Lots of reporting facilities, Handy portfolio manager
    • CONS: Online banking link-up is limited to a few banks, Not many financial planning tools
  • iBank

    4.3.1

    License
    try Download
    Platform
    Mac

    Superb alternative to Quicken for Mac

    5
    12 votes
    • PROS: See transactions in iTunes style CoverFlow interface, Automatic downloads from bank accounts, Forecasting and portfolio, Tax support, iPhone app, Pay bills online, Attach documentsm receipts and files to accounts
    • CONS: Won't work with all bank accounts, Steep learning curve
  • TrueTRADE

    A1.0

    License
    free Download
    Platform
    Windows

    Live World Stock Market Software & Portfolio Manager, Take your earnings to the next level with TrueTRADE

    -
    No votes yet
    • Portfolio Optimization

      2

      License
      try Download
      Platform
      Windows

      Excel template for financial analysis

      -
      No votes yet
      • Statmetrics

        0.1

        License
        free Download
        Platform
        Windows

        Free app to analyze and model financial markets

        6
        41 votes
        • PROS: Choose from Yahoo Finance, Google Finance and German Federal Bank, Excellent selection of charting models, Portfolio management tools, Free
        • CONS: Not for the uninitiated, A little unstable on some platforms
      • Personal Stock Streamer

        7.1.2.288

        License
        try Download
        Platform
        Windows

        Real-time portfolio management system

        7
        2 votes
        • Portfolio Watcher

          varies-with-device

          License
          free Download
          Platform
          Android

          A free finance app for Android, by Wilhelm

          -
          No votes yet
          • Tiny Memories

            1.1

            License
            free Download
            Platform
            iPhone

            A virtual scrapbook for baby's most monumental moments

            -
            No votes yet
            • PROS: Allows you to easily put together a portfolio of a young baby's biggest events , ...and gives you a little flair to add to it , Writing features are top-notch
            • CONS: Not great for photo manipulation
          • Fund Manager

            Personal 2016.14.0

            License
            try Download
            Platform
            Windows

            Powerful portfolio management software

            8
            5 votes
            • Portfolio RAW Photo Manager

              varies-with-device

              License
              free Download
              Platform
              Android

              A free Photography app for Android

              -
              No votes yet
              • ACE Contact Manager CRM

                7.1.74

                License
                try Download
                Platform
                Windows

                For any business of any industry - Manage Customer, client, sale, Market, product, service Provider, staff, survey, portfolio

                10
                4 votes
                • StakePoint Project-Portfolio

                  1.05

                  License
                  free Download
                  Platform
                  Mac

                  A new Portfolio Project Management solution

                  9
                  3 votes
                  • Coin Catalog Pro

                    2.5.1

                    License
                    free Download
                    Platform
                    Windows

                    Manage, analyze and understand your numismatic portfolio

                    7
                    22 votes
                    • Personal Portfolio Manager

                      7.0.10

                      License
                      try Download
                      Platform
                      Windows

                      The OWL Personal Portfolio Manager (PPM) was rated the best...

                      -
                      No votes yet
                      • myStock

                        2.5

                        License
                        try Download
                        Platform
                        Mac

                        Manage your portfolio

                        -
                        No votes yet
                        • My Stocks Portfolio and Widget

                          varies-with-device

                          License
                          free Download
                          Platform
                          Android

                          A free finance app for Android, by Peeksoft

                          -
                          No votes yet
                          • Fund Manager Advisor

                            2014.13.5

                            License
                            try Download
                            Platform
                            Windows

                            Fund Manager is a full featured portfolio management application....

                            -
                            No votes yet
                            Softonic’s Best Rated Software for this topic
                            #NameVersionVotesRatingPlatform
                            151078.6Windows
                            21.21747.3Windows
                            331107.2Windows
                            42.5.1226.5Windows
                            50.1415.7Windows