Download Portfolio - Best Software & Apps

  • PDFBinder

    1.2

    License
    free Download
    Platform
    Windows

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

    8
    229 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 Tracking

    3

    License
    buy Download
    Platform
    Windows

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

    8
    94 votes
    • PROS: Accounts for financial asset transactions during the reporting period.
    • CONS: Requires Microsoft Excel 97 or higher.
  • AceMoney

    4.35.1

    License
    buy Download
    Platform
    Windows

    Organize and manage your personal finances quickly and easily

    7
    45 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
  • Excel Portfolio Optimization

    5

    License
    buy Download
    Platform
    Windows

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

    9
    99 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.
  • 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
    • iBank

      4.3.1

      License
      buy Download
      Platform
      Mac

      Superb alternative to Quicken for Mac

      6
      20 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
    • Personal Stock Streamer

      7.1.2.288

      License
      buy Download
      Platform
      Windows

      Real-time portfolio management system

      7
      2 votes
      • TD Ameritrade

        Varies with device

        License
        free Download
        Platform
        Windows

        A Free program for Windows‚ by TD Ameritrade Mobile LLC

        -
        No votes yet
        • Portfolio Optimization

          2

          License
          buy Download
          Platform
          Windows

          Excel template for financial analysis

          -
          No votes yet
          • ACE Contact Manager CRM

            7.1.74

            License
            buy Download
            Platform
            Windows

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

            8
            1 vote
            • Statmetrics

              0.1

              License
              free Download
              Platform
              Windows

              Free app to analyze and model financial markets

              9
              37 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
            • Portfolio Watcher

              varies-with-device

              License
              free Download
              Platform
              Android

              A free finance app for Android, by Wilhelm

              -
              No votes yet
              • Portfolio RAW Photo Manager

                varies-with-device

                License
                free Download
                Platform
                Android

                A free Photography app for Android

                -
                No votes yet
                • Coin Catalog Pro

                  2.5.1

                  License
                  free Download
                  Platform
                  Windows

                  Manage, analyze and understand your numismatic portfolio

                  6
                  13 votes
                  • Fund Manager

                    Personal 2016.14.0

                    License
                    buy Download
                    Platform
                    Windows

                    Powerful portfolio management software

                    7
                    4 votes
                    • TradeTrakker

                      2.76

                      License
                      buy Download
                      Platform
                      Windows

                      Keep tabs on your investment portfolio

                      6
                      2 votes
                      • Fund Manager Advisor

                        2014.13.5

                        License
                        buy Download
                        Platform
                        Windows

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

                        -
                        No votes yet
                        • Chimpfolio

                          1.0

                          License
                          free Download
                          Platform
                          Windows

                          Create your digital art portfolio

                          -
                          No votes yet
                          • Personal Portfolio Manager

                            7.0.10

                            License
                            buy Download
                            Platform
                            Windows

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

                            -
                            No votes yet
                            • StakePoint Project-Portfolio

                              1.05

                              License
                              free Download
                              Platform
                              Mac

                              A new Portfolio Project Management solution

                              9
                              5 votes
                              Softonic’s Best Rated Software for this topic
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