Stock Portfolio Organizer

6.3easy start · #61of 81
in Portfolio Management Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Windows. Paid plans from $4.08/mo.

Stock Portfolio Organizer is ranked #61 of 81 in portfolio management software on The Geeks Club. It runs on Windows. There is no free plan. A free trial is offered. Paid plans start at $4.08/mo.

Stock Portfolio Organizer plans and pricing

All plans

Standard Edition $99/mo Perpetual license; includes 1 year of free updates Perpetual license · 1 year of free updates stockportfolioorganizer.com · 22 Sept 2026

Professional Edition $199/mo Perpetual license; includes 1 year of free updates Perpetual license · 1 year of free updates stockportfolioorganizer.com · 22 Sept 2026

Standard to Professional Upgrade $100/mo stockportfolioorganizer.com · 22 Sept 2026

Professional Renewal $99/yr 1 Year of updates 1 year of updates stockportfolioorganizer.com · 22 Sept 2026

Standard Renewal $49/yr 1 Year of updates 1 year of updates stockportfolioorganizer.com · 22 Sept 2026

Compared on portfolio management software

Free plan: No
Asset class coverage: multi_asset
Performance reporting: Yes
Risk analysis: Yes

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The record

Purpose: The maker describes it as portfolio management and tracking software for investors, traders, and self-managed super funds.
Assets: It supports shares, margin, CFDs, futures, and forex.
Performance analysis: It tracks gains, losses, income, and investment performance, including historical performance charts and portfolio metrics.
Accounts: Each user can have an unlimited number of accounts, trades, and trade groups.
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.
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.
Risk tools: Users can set trade targets and stop losses, calculate position sizes with formulas, and create alerts for target or stop-loss levels.
Customization: A JavaScript-based formula language supports position-sizing and risk calculations, brokerage formulas, alerts, and custom grid views.
Watchlists: Watchlists can track stocks, futures, currency pairs, mutual funds, ETFs, and options, with price and some fundamental-data views.
Import: Trade transactions can be imported from CSV data, with plugins available to convert other formats to CSV.
Local storage: The maker says portfolio data is stored on the user's computer.
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.
Support: The maker recommends its help manual and FAQ, accepts questions through the FAQ, and provides an email contact page.
Company: The site identifies the publisher as Pauls Advanced Programming Applications.
Price from: $4.08/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#61 of 81

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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