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.
  • 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
  • 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
    • 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
      • 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

          -
          No votes yet
          • 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.
          • 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

              7
              22 votes
              • Fund Manager

                Personal 2016.14.0

                License
                try Download
                Platform
                Windows

                Powerful portfolio management software

                8
                5 votes
                • 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,
                • SA+PR

                  2.0.1

                  License
                  try Download
                  Platform
                  Windows

                  Analyse your stock portfolio

                  -
                  No votes yet
                  • Stalker

                    2.0.7

                    License
                    try Download
                    Platform
                    Mac

                    Manage your portfolio

                    -
                    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
                    • StockQuoter

                      License
                      try Download
                      Platform
                      Windows

                      StockQuoter is a portfolio manager and downloader for intraday,...

                      -
                      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
                        • Bloomberg for iPhone

                          3.12

                          License
                          free Download
                          Platform
                          iPhone

                          Check the latest financial markets on your iPhone

                          3
                          3 votes
                          • PROS: Lots of charts and graphs, Can be customized to provide stats on your own portfolio
                          • CONS: Can't save or email stories
                        • Seeking Alpha Portfolio

                          varies-with-device

                          License
                          free Download
                          Platform
                          iPhone

                          A free Finance app for iOS

                          -
                          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