Alternatives to Portfoli
Compare Portfoli alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Portfoli in 2026. Compare features, ratings, user reviews, pricing, and more from Portfoli competitors and alternatives in order to make an informed decision for your business.
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1
eToro
eToro
Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. Don’t invest unless you’re prepared to lose all the money you invest. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing. Plus, learn as you invest, with tools like our virtual $100k portfolio and the eToro Academy. Get started with this fintech leader today, and join over 20M other users investing in stocks, crypto, and community. -
2
BingX
BingX
BingX is a FinTech company that aims to make the crypto market available and accessible to the world and enabling all participants from all walks of life to invest in a simple and transparent way. BingX is a crypto exchange offering both spot & derivatives trading services. BingX started as a derivatives exchange in 2018 but subsequently entered the spot trading arena in 2021. Buy digital currencies safely and efficiently. Access to spot market and derivatives market in crypto world. Join the crypto social trading revolution, copy smart trading portfolio performance automatically. Founded in 2018, BingX is a crypto social trading exchange that offers both cryptocurrency spot & derivatives trading services. As a crypto social trading network, BingX is committed to giving users the access to the smarter cryptocurrency trading strategies and ensuring users invest in a simple, engaging and transparent way.Starting Price: Free -
3
Shrimpy
Shrimpy
Simplify the way you manage your portfolio by automating your trading strategy. Connect Shrimpy to all your crypto exchange accounts to automate trading strategies that can improve performance and reduce risk in the long-term. Automatically copy the top crypto traders on the only social trading platform that was built for simple portfolio management. No matter your experience with cryptocurrency, Shrimpy can help you build a portfolio strategy, track performance, and monitor the market. Shrimpy was built with your security in mind from the beginning. Every API key is securely encrypted and stored using FIPS 140-2 validated hardware security modules (HSMs) to protect the confidentiality and integrity of your exchange API keys. Shrimpy only requires the ability to read data and make trades, so your funds can't be removed from the exchange. We also encourage all users to utilize our Two-Factor Authentication (“2FA”) service which secures access to your account.Starting Price: $19 per month -
4
Jika.io
Jika.io
Jika.io is a social platform for retail stock investors to share insights and portfolio-based conversations. The platform includes tools for conducting due diligence as groups, tracking the portfolio performance and transactions of others, and participating in stock discussions. The portfolio data is linked straight to the brokerage accounts, adding a liability layer to members' posts and allowing for real-time tracking of stock trades between one another. Jika also offers an interactive academy for new investors to learn in depth the world of investing, featuring bite-sized video and practical exercises all in a gamified experience.Starting Price: $0 -
5
Pluto
Pluto
Make investing social by creating a group with friends. Enrich your discussions with financial data, see your friend’s portfolios, and get notified when they make a move that you might copy. Pluto grants you access to 4000+ US stocks free of commissions and in fractions. Download beta to participate in our virtual trading game for groups and win weekly cash prizes. Get access to the US stocks without commissions and minimum investment amounts. Why not invest $50 in Apple shares? Invest in the companies you believe in by specifying the amount, the rest is as easy as ABC. Commission-free & as easy as buying coffee. You’re already discussing your trades and sharing portfolios with friends. With Pluto, this just became a whole lot easier. Have data-enriched discussions, see each other’s portfolios, and get notified when a friend trades. Like anything else, investing is also better with friends!Starting Price: Free -
6
Kryll³
Cryptense
Kryll³ is your Web3 AI Sidekick, designed to simplify cryptocurrency investments. Our advanced AI tools provide actionable advice, empowering users to manage digital assets confidently. Key features include: X-Ray: Offers comprehensive crypto analysis by evaluating smart contracts, on-chain data, social activity, and financial indicators. Gem Detector: Identifies emerging tokens with high growth potential using deep learning models and social media trends. Harpoon: Tracks top traders' strategies and market trends with AI-enhanced wallet analysis. SmartFolio: Optimizes Web3 portfolios across Ethereum, Solana, and Layer 2 solutions with real-time AI insights. Kryll³ evolves from its origins as an automated strategies platform to a full suite of tools for navigating digital assets. Visit kryll.io for more.Starting Price: Up to 1% of monthly traded cap -
7
Holderlab
Holderlab.io
HolderLab help you take your Bitcoins and cryptocurrency portfolio to the next level. Portfolio optimization, correlation analysis, a trading bot for rebalancing strategies, backtest a trading strategy, social portfolios are all tools for an effective crypto portfolio. Holderlab analyzes from 5,000 to 50,000 portfolios in search of an optimal cryptocurrency portfolio. You can find the optimal weights of your cryptocurrency portfolio with an efficient frontier tool. Create your own rebalancing strategy. You can choose a calendar rebalancing setting time period, or rebalancing by deviation by selecting threshold rebalancing , or use they together! Holderlab have one of the most largest Bitcoin cryptocurrency base for crypto trading. Holderlab save more than 336 hours on manual rebalancing of assets annually.Starting Price: $7.99 per month -
8
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
9
Autonomous
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes. -
10
Sterling Stock Picker
Sterling Stock Picker
Sterling Stock Picker is an award-winning stock-picking software designed to empower individuals to invest confidently, regardless of their experience level. It offers a user-friendly interface that guides users through discovering their risk tolerance, selecting stocks aligned with personal values, and building a diversified portfolio. Key features include the North Star Ranking System, which provides clear buy, sell, hold, or avoid recommendations based on a comprehensive analysis of over 60,000 publicly traded companies. It integrates real-time data, social sentiment analysis, and financial metrics to deliver actionable insights. Users can access Finley, an AI-powered financial coach, for personalized guidance and strategic investment advice. Additionally, Sterling Stock Picker offers educational resources through the PRO$PER system, providing on-demand courses to enhance financial literacy and investment skills.Starting Price: $29 per month -
11
FastTrack
Investors FastTrack
FastTrack is an investment research and portfolio analysis tool that gives investors and financial professionals access to institutional-grade market data, analytics, and tools to screen, compare, and model investments across stocks, mutual funds, ETFs, and indexes with over 35 years of verified dividend-adjusted historical data. It simplifies investment research by letting users quickly sift through thousands of securities with advanced comparison tools, create custom rankings based on risk, return, expenses, and other metrics, and perform sophisticated portfolio analysis to gauge performance or test new strategies across full market cycles. FastTrack supports flexible time-frame analysis beyond standard intervals, delivers comprehensive risk and return metrics, and provides dashboards, charts, heatmaps, and reports to visualize insights. It also offers APIs and Excel add-ins for data integration and export, and model portfolios to bring investment strategies to life. -
12
Cryptohopper
Cryptohopper
Copy traders, manage all your exchange accounts, use market-making and exchange/market arbitrage and simulate or backtest your trading. Fast automated trading, and portfolio management for Bitcoin, Ethereum, Litecoin, and 100+ other cryptocurrencies on the world’s top crypto exchanges. Invest in all cryptocurrencies that your exchange offers. At the same time, you’ll also gain access to an expert suite of tools like our trailing features that help you buy/sell better than before. Your exchange is where your funds are located. With Cryptohopper you can manage all your exchange accounts and trade from one place. Join the Social Trading revolution. Subscribe to trading signals, discuss trading strategies on our internal chat, and buy strategies and bot templates from our marketplace. You don't need to be an expert to trade like one. Market makers are the best friend of every exchange or crypto project. Now you can trade easily on the spread as well, and make the markets.Starting Price: $19 per month -
13
BlackRock 360 Evaluator
BlackRock
Analyze investments in a portfolio context in minutes. Import or create new portfolios, browse models, or access saved portfolios to get started. Use the 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors, and much more. Share customizable client reports to show clients the value of what you do. 360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs. Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more. -
14
Jet-Bot
Jet-Bot
Jet-Bot for Binance: crypto social copy trading platform to earn money online safely! A matching platform where you can copy best traders on Binance 24/7 automatically. Demo accounts with $100,000 virtual portfolio are available. 3 days free trial. Users communicate with each other and sharing their experiences, they are always ready to answer your questions. You can get support and guidance from the Jet-Bot team members. Check the latest updates and important news. See the most impressive trading results and, of course, start trading by yourself. Create your own strategies and compare profits. Users communicate with each other and share their experiences, they are always ready to answer your questions. You can get support and guidance from members of the Jet-Bot team. Check the latest updates and important news. See the most impressive trading results and of course start trading on your own. Create your own strategies and compare benefits.Starting Price: $7.99 per month -
15
Trendlyne
Trendlyne
Use custom strategies with verified returns, set real-time alerts and stress-test your portfolio. High-return, backtested screeners you can add to your portfolio. DVM strategies choose high scoring stocks, helping you avoid weak investments. Portfolio analysis to improve your decisions. Calculate your portfolio NAV, analyze your buy/sell/hold decisions, see your earnings and valuation growth. -
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getquin
getquin
Import and track any asset. Analyze your portfolio and trades in real time. Exchange ideas with like-minded people in the community. Add and track any asset including stocks, ETFs, funds, crypto, DeFi investments, real estate, angel investments, luxury collectibles, art and commodities, and more. Use our dividend calendar to track cumulative payouts, see future dividend forecasts, year-on-year growth rate and dividend yield. Plan future cash flows and find out exactly when your payments will arrive. Find the best stocks that fit your dividend portfolio. Get detailed portfolio breakdowns based on geography, industry, and asset class and track all the numbers that matter in one dashboard. Visualize your holdings in clear charts and adjust your investment strategy based on smart data. Exchange ideas with other users and become part of our interactive investment community. Whether polls or stock analysis, there's always something going on.Starting Price: Free -
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Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
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18
NVSTly
NVSTly
A free, social investing platform where retail traders can track, share, or copy trades with extensive insights on every position & in-depth performance stats. Discover & follow top ranked investors or compete against the best. NVSTly is a free, interactive social investing platform that empowers retail traders to track, share, and follow trades in real-time with detailed insights and performance statistics across all major financial markets. Supporting stocks, options, futures, forex, and cryptocurrency, NVSTly is designed for traders of all experience levels. Whether you're a beginner seeking guidance or a seasoned professional looking to showcase your expertise, NVSTly has the tools to elevate your trading journey.Starting Price: $0 -
19
TradeSmith
TradeSmith
TradeSmith is a financial technology and investment analytics platform designed to help individual, self-directed investors make data-driven decisions and manage risk in their portfolios by turning macro-trends and algorithmic insights into actionable signals and tools. It began as a way to track portfolios using trailing stops and has evolved into a comprehensive suite of risk-management and portfolio analysis tools that analyze market data across millions of securities to identify entry/exit points, volatility, trend direction, and health indicators, helping users reduce emotional decision-making and stay disciplined. TradeSmith offers a variety of integrated products, including tools for stocks, cryptocurrencies, commodities, and funds, that combine technical indicators like the proprietary Volatility Quotient (VQ) with charting, alerts, watch lists, portfolio risk and performance tracking, and strategy insights to guide buy, hold, or sell decisions.Starting Price: Free -
20
WunderTrading
Wunderbit
WunderTrading is a robust platform that enables you to dive into cryptocurrency trading and investing with ease. It offers specific tools to clone the strategies of top-performing crypto traders, employ your trades via an advanced trading terminal, or transform any TradingView script into a fully operational crypto trading bot. Our platform is particularly adept at creating sophisticated AI and Grid bots, which you can customize and deploy swiftly. You can set these bots to operate on any trading pair that WunderTrading supports, across all prominent exchanges. Whether you aim to automate Bitcoin, Ethereum, or any unique trading bot, our platform makes it practical. Additionally, our tools allow copy-traders to access and automate the most effective trading signals from professional traders or automated bots, integrating them effortlessly into their trading strategies through WunderTrading.Starting Price: $4.95 per month -
21
Trade Brains Portal
Trade Brains
Trade Brains Portal is a comprehensive stock research and analysis tool designed to empower investors with a suite of tools for informed decision-making. The Portfolio Analysis tool offers insights into the performance of holdings, dividends declared, and access to research reports, enabling users to monitor and evaluate their investment portfolios effectively. For detailed fundamental analysis of individual stocks, the AI Stock Analysis Tool provides a range of readymade prompts, facilitating in-depth evaluations. Investors can conduct Portfolio Backtesting using diverse metrics, including CAGR, annual returns, monthly returns, portfolio growth, and performance over time, allowing for retrospective analysis and strategy refinement. Trade Brains Portal's Stock Screener enables users to filter and narrow down a list of stocks based on specific criteria or parameters, streamlining the stock selection process.Starting Price: Free -
22
Composer
Composer
The investment app that helps you achieve superior returns with logic and data. Protecting your money in the face of inflation and economic uncertainty requires more than a robotic advisor and a prayer. You deserve a smarter option that responds to market movements without endless hours of research and screen time. Composer offers an array of professionally-created investment strategies that trade based on logic and data. Don’t get caught up in emotions and sensationalized tweets. Trade based on data and market movements. Composer can move your portfolio into its best performers when the market is doing well, and hedge risk during volatility. Composer is your portfolio’s watchdog, constantly monitoring your portfolio, rebalancing positions, and only trading when necessary. Free to sign up, fill out your personal details, then set up and fund your Composer brokerage account. Open up a strategy to see how it works, view its performance and live holdings, and even backtest it.Starting Price: $24 per month -
23
Kinfo
Kinfo
Kinfo tracks your trading performance and lets you view top traders' portfolios. Track your trading performance. Kinfo calculates relevant trading metrics and will show you how you perform. View successful traders' portfolios, and view trades, metrics, and charts from traders with proven success. Analyze individual trades in detail, and see every detail about every trade for better insight. Receive alerts when someone trades. Follow your favorites and receive an alert when they make a trade. The journal tracks monthly progress. See how you perform monthly, and analyze your success or failures. Learn about what works by analyzing your own trades. Kinfo works by integrating directly with your broker. Linking only takes a few seconds, it´s secure and it´s optional to share your trading performance. Download the app or signup on to the web. It only takes a minute, its free and we don´t send spam. View your trading performance such as winning trades.Starting Price: Free -
24
Fineas
Fineas
Fineas is an AI-powered financial platform designed to provide real-time answers to financial questions, personalized portfolio optimization tips, and asset monitoring, all within a single interface. Users can embed real-time charts directly into their dashboards, allowing them to zoom across timeframes, add indicators, and observe live price actions seamlessly. Fineas' chatbot feature enables users to ask plain-English questions about their portfolios and receive instant answers, charts, and personalized tips, eliminating guesswork. An upcoming portfolio optimization feature will allow users to set custom targets, track progress, and receive AI-driven recommendations to keep investments aligned with their goals. Fineas is powered by technologies such as Akash, Docker, MongoDB, OpenAI, Pinecone, and Polygon.Starting Price: $9.99 per month -
25
ZuluTrade
ZuluTrade
Join the most transparent social trading network! Copy Top Performing Traders from different Brokers easily and reach your investment goals! Traders join ZuluTrade, connect their account and share their trading strategy. ZuluTrade ranks Traders based on performance, stability, behavior and outlook. Investors select the Traders to copy according to their investment capital and risk appetite. View the Traders with the largest sum of real funds invested. Whether you CopyTrade or Trade manually, we support the trading of Currency Pairs. If you are an advanced investor and prefer manual trading, you are always able to customize your settings or trade with a variety of advanced tools. Our in-house team constantly analyzes your needs, to provide new features and optimise your trading experience, always thinking outside the box! -
26
nomo
Nomo Trade Limited
nomo is an AI-powered trading and investing platform designed to make investing smarter and more accessible. It offers a fully automated AI Index that builds portfolios using strategies from top-performing traders. Users can also trade manually or use copytrading to mirror expert investors in real time. The platform supports over 500 tradable assets with professional tools like MetaTrader 5 and TradingView charts. nomo simplifies investing with one-click setup and fast account registration. AI continuously adapts strategies based on changing market conditions. nomo combines automation, control, and education to help users invest with confidence. -
27
DupliTrade
DupliTrade
DupliTrade was established in order to make your automated trading experience as simple as possible. With our platform you can easily automate the trading in your broker’s account based on signals from experienced traders, while gaining a key understanding of their techniques. Each of our strategy providers has been carefully selected after a thorough auditing process, making sure you get only the best! With our innovative automated trading platform, you can copy the very best traders in just a few simple steps, easily creating and monitoring your own rich trading portfolio in real-time. Making sure that the strategy providers available for our clients to choose from are eligible, is very important to us. Not just anyone can become a DupliTrade strategy provider. All accounts displayed on our site are the real accounts of traders with years of proven track records, trading with real money. -
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LCX Terminal
LCX
LCX Terminal brings together real-time and full historical data of all major cryptocurrencies and trading pairs, smart automated and manual trading across all platforms, breaking news desk, social trading signals, powerful analytics and portfolio reporting — all combined in one platform. LCX Terminal cryptocurrency trading software is made for everyday traders as well as professional and institutional investors. Your new competitive advantage. The LCX Terminal connects with major exchanges and combines it into a single trading desk. This makes it possible to interface with multiple liquidity pools to minimize spread and slippage. It serves as a professional portfolio management system where watchlists and trading views can be customized, and positions and assets across exchanges can be checked and accessed in real-time.Starting Price: 0.15% Fee -
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HotForex
HotForex
Plan your trades effectively with our wide range of free trading tools. Complete flexibility for traders of all risk appetites and trading volumes. All the best possible opportunities to diversify your trading portfolio. Powerful platforms to suit all trading styles and needs on any device. Our invaluable educational resources provide the ultimate trading guide. Fund your account for free with these quick, easy and secure methods. Financial markets and your HotForex account are in the palm of your hand with the HF app, use it to help you understand the markets with trading tools and the latest news, updates, and financial analysis. The updated HF app now features direct access to your myHF area. HotForex offers various accounts types, trading software and tools to facilitate individuals and institutional customers to trade Forex and derivatives online. -
30
Risk Shell
ABC Quant
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds -
31
dub
dub
dub is a social investing platform that enables users to automatically mirror the investment portfolios of other users, including financial influencers, hedge fund managers, and politicians, through its innovative copy-trading feature. By opening a brokerage account with dub, an SEC-registered broker-dealer and member of FINRA, users can select from over 200 creators to copy-trade, with their accounts executing trades in real-time to match the portfolio creator's actions. It offers portfolios that track the activities of notable figures such as Nancy Pelosi and Jerome Powell, and it is constructed based on publicly filed financial disclosures. Users can also become creators themselves by making their portfolios public, which requires a minimum $1,000 personal investment, allowing others to copy their strategies. dub emphasizes transparency, with followers able to view trading history, performance metrics, and risk profiles of creators. -
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MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
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Magnifi
Magnifi
Now you can easily invest in emerging technology with seven new Magnifi Managed Portfolios. Wall Street luminaries and top financial advisors share insights on topics trending on Magnifi and the world around us. Find, compare and invest using the world’s first semantic search-powered marketplace for finance. Put intelligent investing in the palm of your hand. Magnifi is bringing seven new innovation portfolios directly to you. These managed portfolios are based on indexes by Morningstar, using thematic strategies that seek to capture exposure to specific innovation themes changing the world around us. Individual investors will now be able to access thematic strategies with portfolio rebalancing oversight to invest in areas such as big data, robotics, fintech, health tech, and others without an ETF or mutual fund wrapper. Each managed portfolio tracks a Morningstar Index with the objective of delivering a high degree of thematic purity. -
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FXTRADING.com
FXTRADING.com
FXTRADING.com is a regulated online forex and CFD trading platform designed to deliver fast, secure, and cost-effective trading experiences. It provides access to over 500 global financial instruments, including forex, stocks, indices, commodities, and cryptocurrencies. The platform is known for lightning-fast execution, ultra-low spreads starting from 0.0 pips, and transparent pricing. FXTRADING.com prioritizes security with full client fund segregation and negative balance protection. Traders can choose from multiple platforms such as the FXT mobile app, WebTrader, Social Trading, and MT4/MT5. With multiple account types, the platform caters to beginners, intermediate traders, and professionals alike. Overall, FXTRADING.com empowers traders to diversify portfolios and trade confidently across global markets. -
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CopyTrader Pro
CopyTrader
We love crypto and we love making a living with it. Sharing this love inspire us. We build the CopyTrader Pro platform where you can follow and copy professional cryptocurrency traders and their portfolio, learn from the pros - and develop your own ideas. Join our crypto trading community - share ideas, communicate with fellow traders and gain inspiration. -
36
Maecenas
Maecenas
Maecenas is a marketplace that allows anyone to purchase fractional interests in great works of art, using the ease and efficiency of blockchain technology, and the same crypto security used by the world’s leading banks. Invest in multimillion-dollar blue-chip artworks by the world’s most famous artists. Artworks are carefully curated for significance, quality, and investment value. Buyers and sellers can connect directly, without having to go through intermediaries who charge high brokerage fees. Smart contracts ensure fair pricing in an environment free from manipulation. Diversify your portfolio with an asset class that has seen compounded annual returns of over 10% for the past 20 years. Manage your Fine Art investment portfolio in an active, real-time trading environment. Tailor your holdings to perfectly suit your risk appetite and investment strategy. Invest in 100% authentic artworks certified by rigorous due diligence checks. -
37
My Stocks Portfolio
Peeksoft
Track stocks and equity, funds, ETFs, currencies in the stock market, and unlisted equity. Manage your stock portfolios and view performance over time, with metrics such as realized gains, unrealized gains, daily and total changes, and annualized gains. Stock market news feed and news for each stock quote. Customize which international markets to retrieve news for. Convert stock portfolios to one currency using real-time foreign exchange rates - mix stock quotes and holdings from different stock markets and display it using a currency of your choice. View allocation balance of each stock holding in your overall portfolio with pie charts. Multiple stocks portfolios support - track multiple stock markets, stock portfolios, or watchlists.Starting Price: Free -
38
KnockoutStocks
KnockoutStocks
KnockoutStocks is a comprehensive stock analysis platform designed to empower investors with automated factor scores, real-time charts, and in-depth fundamentals analysis. Whether you are a seasoned trader or just starting out, KnockoutStocks provides the essential tools you need to make informed investment decisions and maximize your portfolio’s potential. Stay ahead in the stock market with our user-friendly interface and insightful research resources. Advanced Stock Screener Filter through thousands of stocks with 20+ criteria including KO Score, market cap, price, volume, fundamentals, and technical indicators. Find exactly what you're looking for in seconds. Personal Dashboard Track your watchlist and manage multiple portfolios all in one place. See real-time performance, track gains/losses, and get personalized insights on your holdings. The Coach AI Assistant Get instant investment insights powered by advanced AI. Analyze your portfolio, ask about any stockStarting Price: Free -
39
Portfolio Trader
Purescope
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in-depth analysis of your shareholdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyze multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Individual charts for each instrument across a variety of time ranges (available in full screen). Support for holdings in multiple currencies, including within the same portfolio, with real-time rate conversions and totals. Automatic pricing updates, major stock exchange and stock market prices. Portfolio import/export feature for importing large portfolios directly from a text file. -
40
Diligent Equity
Diligent
Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs. -
41
Stratiphy
Stratiphy
Get investment signals tailored to your requirements. Create and define investment strategies with our bespoke toolkit, to enable full automation of your backtesting and portfolio rebalancing needs. Report on instrument performance metrics that you define. Define market-led portfolio alerts. Ability to report on carbon emissions at a portfolio level. We can provide market performance ratings for each listed instrument held in the collateral pool, giving greater personalization in the lending process and greater confidence in the collateral quality. Enable in-app portfolio analytics and investment strategies like performance analysis, and historical backtesting to generate executable investment signals. Stay ahead of the curve with personalized analytics for each client. Tailor alerts, signals and create portfolios according to each individual's needs. Show instrument and portfolio level ESG and carbon emissions performance.Starting Price: Free -
42
PortfolioMetrics
PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy. With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts. Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights. The platform supports: - Historical backtests based on real market data - Strategy comparison and benchmarking - Key metrics like CAGR, drawdowns, and Sharpe ratio - Advanced tools like Monte Carlo - Export options (PDF, CSV) and public sharing links -
43
Shares
Shares
Shares is a social investment platform that gives everyone access to the stock market and improves the investment experience by letting users engage with an active community. Anyone with any amount of money can buy fractional shares of stocks and ETFs with no minimum investment. Shares investors are everyday people from all backgrounds who come together to connect, learn and build solid financial futures – within a lively investment community. Every feature inside Shares was designed to fit the way people connect today. It’s simple and straightforward to use and lets people chat, share, follow, tag and engage with groups in a seamless flow – all inside a secure real-time trading platform. We are backed by top consumer and fintech VCs and are expanding fast across Europe. Our environment is hivelike, diverse, international and non-hierarchical. -
44
Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
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Clockwork
Clockwork
Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration. -
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Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
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VisualMvo
Efficient Solutions
Efficient Solutions (Effisols.com) offers portfolio optimization software for investment professionals and sophisticated personal investors. Their tools include VisualMvo and MvoPlus for single- and multi-period mean variance optimization, and MCRetire, a Monte Carlo retirement simulator. These applications help users design optimal investment portfolios and assess long-term financial planning strategies, all supported on Windows systems. -
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13Radar
13Radar
13Radar is a modern analytics platform focused on U.S. SEC Form 13F institutional holdings. It transforms raw quarterly filings into clean, structured insights that help users track how major hedge funds and asset managers build their portfolios. Investors can easily explore fund positions, analyze sector allocations, compare historical changes, and follow well‑known portfolios such as Warren Buffett holdings, Michael Burry 13F updates, and other top fund managers. 13Radar provides detailed fund dashboards, position‑level metrics, ownership trends, and quarter‑over‑quarter change analysis. Users can search by fund, ticker, or sector to understand which institutions are buying, selling, or building high‑conviction positions. The platform emphasizes data accuracy, normalization, and a fast, intuitive interface suitable for both casual investors and professional researchers. -
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PortfoliosLab
PortfoliosLab
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.Starting Price: $7.99 per month -
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Motley Fool
Motley Fool
The Motley Fool provides free and premium investment guidance to millions of individual investors around the world on fool.com (the site you’re on right now!). Premium membership services that provide stock recommendations, detailed analysis of companies, model portfolios, live streaming video during market hours, and more. Free market news and commentary with hundreds of new articles published each week. Member-only tools and programming for building your ideal portfolio, tracking your performance, and monitoring companies of interest. If a Motley Fool Member held 25 stocks for at least 5 years, the likelihood that portfolio would have a positive return is 97%. We help millions of people around the world achieve their financial goals every day. We believe in treating every dollar as an investment in the future you want to create. We believe that investing in great businesses, for the long term, is the most effective path to wealth.
