Stock Portfolio Organizer
API—OSS—FREE—DOCS3/5
SP4.9#76 of 81
—WeboutWindows—Mac—Linux—Android—iOS
Ranked in Portfolio Management Software ·Free trial· paid from $4.08/mo
About
Stock Portfolio Organizer is ranked #76 of 81 in portfolio management software on Inferse. It runs on Windows. There is no free plan. A free trial is offered. Paid plans start at $4.08/mo.
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Facts
- Purpose
- The maker describes it as portfolio management and tracking software for investors, traders, and self-managed super funds.stockportfolioorganizer.com · 9 Oct 2026
- Assets
- It supports shares, margin, CFDs, futures, and forex.stockportfolioorganizer.com · 9 Oct 2026
- Performance analysis
- It tracks gains, losses, income, and investment performance, including historical performance charts and portfolio metrics.stockportfolioorganizer.com · 9 Oct 2026
- Accounts
- Each user can have an unlimited number of accounts, trades, and trade groups.stockportfolioorganizer.com · 9 Oct 2026
- Data feeds
- The maker lists data sources including MetaStock, Yahoo, Alpha Vantage, and MSN Money; MSN Money end-of-day data is limited to one year.stockportfolioorganizer.com · 9 Oct 2026
- Edition limits
- The Standard edition lacks real-time data, margin share trades, futures trades, forex trades, multi-currency support, and a detailed audit trail, which the Professional edition includes.stockportfolioorganizer.com · 9 Oct 2026
- Risk tools
- Users can set trade targets and stop losses, calculate position sizes with formulas, and create alerts for target or stop-loss levels.stockportfolioorganizer.com · 9 Oct 2026
- Customization
- A JavaScript-based formula language supports position-sizing and risk calculations, brokerage formulas, alerts, and custom grid views.stockportfolioorganizer.com · 9 Oct 2026
- Watchlists
- Watchlists can track stocks, futures, currency pairs, mutual funds, ETFs, and options, with price and some fundamental-data views.stockportfolioorganizer.com · 9 Oct 2026
- Import
- Trade transactions can be imported from CSV data, with plugins available to convert other formats to CSV.stockportfolioorganizer.com · 9 Oct 2026
- Local storage
- The maker says portfolio data is stored on the user's computer.stockportfolioorganizer.com · 9 Oct 2026
- Privacy
- The maker says license activation sends the registration time, IP address, hardware ID, and license serial number to its license server, but no personal identification information.stockportfolioorganizer.com · 9 Oct 2026
- Support
- The maker recommends its help manual and FAQ, accepts questions through the FAQ, and provides an email contact page.stockportfolioorganizer.com · 9 Oct 2026
- Company
- The site identifies the publisher as Pauls Advanced Programming Applications.stockportfolioorganizer.com · 9 Oct 2026
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Where it ranks on Inferse
Sources
- stockportfolioorganizer.com· checked 9 Oct 2026
- stockportfolioorganizer.com/users-guide/introduction-to-stock-portf· checked 9 Oct 2026
- stockportfolioorganizer.com/powerful-data-feed-engine/· checked 9 Oct 2026
- stockportfolioorganizer.com/users-guide/standard-vs-professional-ed· checked 9 Oct 2026
- stockportfolioorganizer.com/position-sizing-and-risk-management/· checked 9 Oct 2026
- stockportfolioorganizer.com/extendable-with-javascript/· checked 9 Oct 2026
- stockportfolioorganizer.com/watch-lists/· checked 9 Oct 2026
- stockportfolioorganizer.com/users-guide/how-to-guides/how-to-import· checked 9 Oct 2026
- stockportfolioorganizer.com/privacy-policy/· checked 9 Oct 2026
- stockportfolioorganizer.com/support/· checked 9 Oct 2026
- stockportfolioorganizer.com/buy-now/· checked 22 Sept 2026