Stock Portfolio Organizer

Stock Portfolio Organizer is a portfolio management software designed for investors, traders, and self-managed super funds. It is targeted at small to medium-sized businesses and caters to professionals in various industries, including investors, traders, financial advisors, self-managed super funds, and hedge funds.

Key Features

Multi-Currency Support: According to the vendor, the software allows users to manage trades in any currency and convert live currency to any base currency.

Powerful Data Feed Engine: The software enables users to download tick, real-time, EOD, fundamental, and dividend data from any data source. Users can stay updated with live price updates for open positions and upcoming dividends. The software also offers the functionality to automatically add dividends to the portfolio and supports multiple free data source providers.

Position Sizing & Risk Management: The software supports position sizing and risk management calculations. Users can create custom formulas for risk management and position sizing. It also allows users to calculate stop loss and target levels for trades and set up alerts for stop loss and target levels.

Dividends & Trust Distributions: According to the vendor, users can associate dividends and trust distributions with trades. The software enables users to calculate return on investment and income for each trade. Additionally, it offers the functionality to find and add missing dividends to the portfolio in bulk and view upcoming dividends for open trades.

Detailed Performance Tracking: Users can analyze historical performance through charting of trades and income. The software provides a wide range of portfolio metrics organized by category. Users can customize grid views to display important data and calculate average yield on cost for dividends and trust distributions.

Extendable with JavaScript: According to the vendor, the software allows users to create custom formulas using a powerful JavaScript scripting language. Users can build brokerage expense calculators, risk management tools, and more. It also offers the flexibility to customize grid views to display data in preferred formats.

Watchlists & Alerts: Users can easily track stocks, futures, ETFs, mutual funds, and currencies. The software enables users to monitor portfolios with custom alerts and create/manage watchlists for different securities.

Forgiving: Users can easily fix errors in trade entry and data input. They can edit trade details, quantity, and transaction date after entry. The software also provides the functionality to undo share splits and edit the original trade quantity.

Powerful: The software supports multiple accounts per user and allows users to group trades for better organization and analysis. Users can generate visually appealing reports and maintain a detailed history of changes made to trades and portfolios.

Customized Portfolio Tracking: Users can customize grid views to display important data and save custom views as layouts for easy recall. The software enables users to compare and track specific portfolios, such as the Berkshire Hathaway portfolio. Additionally, users can track dividend portfolios and analyze dividend income.