---
description: Page 2 - See the list of the best Stock Portfolio Management Software solutions in South Africa. Capterra offers software prices, reviews, and features to help you find the best software for your business.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Page 2 - Stock Portfolio Management Software - Prices & Reviews - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software) > [Page 2](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2)

# Stock Portfolio Management Software

Canonical: https://www.capterra.co.za/directory/31242/stock-portfolio-management/software

Page: 2 / 4\
Prev: [Previous page](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software)\
Next: [Next page](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=3)

> Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments.

-----

## Products

1. [VectorVest](https://www.capterra.co.za/software/119424/vectorvest-canada) — 3.5/5 (2 reviews) — Cloud-based financial risk management tool that helps businesses buy, sell, and analyze stock portfolios on a centralized dashboard.
2. [Investment Account Manager](https://www.capterra.co.za/software/135008/investment-account-manager) — 3.0/5 (2 reviews) — Desktop based investment software for portfolio management.
3. [iLEVEL](https://www.capterra.co.za/software/127624/ilevel) — 4.5/5 (2 reviews) — IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
4. [Cubits](https://www.capterra.co.za/software/171209/cubits) — 5.0/5 (2 reviews) — CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental
5. [EquityStat](https://www.capterra.co.za/software/173138/equitystat) — 4.5/5 (2 reviews) — Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.
6. [Tamarac](https://www.capterra.co.za/software/173553/tamarac) — 5.0/5 (2 reviews) — Tamarac's platform provides portfolio management, performance reporting, CRM and trading tools for independent registered i
7. [Wealthsimple Trade](https://www.capterra.co.za/software/1032240/wealthsimple-trade) — 5.0/5 (2 reviews) — Wealthsimple Trade is an application that supports traders and apprentice traders in buying and selling stocks.
8. [Limina IMS](https://www.capterra.co.za/software/1032346/limina-ims) — 4.0/5 (2 reviews) — Front-to-Middle/Back SaaS that consolidate systems and elevate portfolio data quality. Best investment workflows in the cloud.
9. [The Imagine Trading System](https://www.capterra.co.za/software/123481/the-imagine-trading-system) — 4.0/5 (1 reviews) — Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
10. [Portfolio Trader](https://www.capterra.co.za/software/173139/portfolio-trader) — 4.0/5 (1 reviews) — Portfolio Trader allows users to track and manage stock portfolios across currencies from iPhone, iPad, and Apple Watch.
11. [ZagTrader](https://www.capterra.co.za/software/181358/zagtrader) — 5.0/5 (1 reviews) — Platform that serves banks, financial services \& insurance organizations in investment management.
12. [Vidrio Financial](https://www.capterra.co.za/software/206968/vidrio-financial) — 2.0/5 (1 reviews) — Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives.
13. [Portfolio Manager](https://www.capterra.co.za/software/218306/portfolio-manager) — 5.0/5 (1 reviews) — It is a portfolio management solution that helps organizations set investment targets, allocate assets, manage orders, and more.
14. [Benzinga Pro](https://www.capterra.co.za/software/1031277/benzinga-pro) — 4.0/5 (1 reviews) — Cloud-based tool that facilitates the trading and analysis of financial products, such as stocks, options, futures, and currencies.
15. [Aladdin](https://www.capterra.co.za/software/1055902/aladdin) — 4.0/5 (1 reviews) — Aladdin® is a tech platform that unifies the investment management process - designed to speak the language of portfolios.
16. [Stock Expert AI](https://www.capterra.co.za/software/1086744/Stock-Expert-AI) — 5.0/5 (1 reviews) — Stock Expert AI is an AI-powered platform that simplifies stock research and portfolio management for beginner investors.
17. [BarraOne](https://www.capterra.co.za/software/59716/barraone) (0 reviews) — Financial risk management solution that helps identify sources of portfolio risk through attribution analysis, VaR simulations \& more.
18. [Archway](https://www.capterra.co.za/software/80788/atweb) (0 reviews) — Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
19. [Pulse](https://www.capterra.co.za/software/120820/radar) (0 reviews) — Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
20. [Enfusion](https://www.capterra.co.za/software/165409/enfusion) (0 reviews) — Enfusion's investment management SaaS platform removes traditional information boundaries, uniting the front-, middle- and back-office.
21. [StockwarePro](https://www.capterra.co.za/software/173101/stockwarepro) (0 reviews) — Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.
22. [Write-Up](https://www.capterra.co.za/software/173479/write-up) (0 reviews) — Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.
23. [Comarch Wealth Management](https://www.capterra.co.za/software/173561/comarch-wealth-management) (0 reviews) — Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.
24. [StockMaster](https://www.capterra.co.za/software/173560/stockmaster) (0 reviews) — StockMaster is award-winning portfolio management software that enables users to track shares, options, warrants, funds, and CFDs.
25. [ETNA Financial Advisor Software](https://www.capterra.co.za/software/196473/digital-advisor) (0 reviews) — ETNA's wealth management software for RIAs and financial advisors.

-----

Page: 2 / 4\
Prev: [Previous page](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software)\
Next: [Next page](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=3)

## Related Categories

- [Artificial Intelligence (AI) Software](https://www.capterra.co.za/directory/30938/artificial-intelligence/software)
- [Financial Reporting Software](https://www.capterra.co.za/directory/30050/financial-reporting/software)
- [Investment Management Software](https://www.capterra.co.za/directory/20010/investment-management/software)
- [Risk Management Software](https://www.capterra.co.za/directory/30665/risk-management/software)
- [Fund Accounting Software](https://www.capterra.co.za/directory/30114/fund-accounting/software)

## Links

- [View on Capterra](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software)
- [All Categories](https://www.capterra.co.za/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.za/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":null,"url":"https://www.capterra.co.za/","@type":"WebSite","@id":"https://www.capterra.co.za/#website","publisher":{"@id":"https://www.capterra.co.za/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.co.za/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Stock Portfolio Management Software","description":"Page 2 - See the list of the best Stock Portfolio Management Software solutions in South Africa. Capterra offers software prices, reviews, and features to help you find the best software for your business.","url":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2","about":{"@id":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2#webpage","mainEntity":{"@id":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2#itemlist"},"isPartOf":{"@id":"https://www.capterra.co.za/#website"},"inLanguage":"en-ZA","publisher":{"@id":"https://www.capterra.co.za/#organization"}},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2#breadcrumblist"}]}
</script><script type="application/ld+json">
  {"name":"Page 2 - Stock Portfolio Management Software - Prices &amp; Reviews - Capterra South Africa 2026","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"VectorVest","position":1,"description":"VectorVest is a stock analysis and forecasting software that analyzes the stock market using mathematical models to determine value, safety, and timing. It generates clear buy, sell, and hold signals for each stock to tell investors when to take action. The software aims to remove guesswork from investing by identifying opportunities based on algorithms rather than gut feelings or opinions. VectorVest provides market guidance to help users make more informed investment decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ba08c5d7-00d0-4e5f-8c3b-dca33df331e5.png","url":"https://www.capterra.co.za/software/119424/vectorvest-canada","@type":"ListItem"},{"name":"Investment Account Manager","position":2,"description":"Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c577590c-a8df-4220-bc10-0780c6981b53.png","url":"https://www.capterra.co.za/software/135008/investment-account-manager","@type":"ListItem"},{"name":"iLEVEL","position":3,"description":"IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a88921b9-f402-46bf-b7c2-6aca37139717.png","url":"https://www.capterra.co.za/software/127624/ilevel","@type":"ListItem"},{"name":"Cubits","position":4,"description":"Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/73851c7b-f4e8-4605-b93b-5cdbf532f907.png","url":"https://www.capterra.co.za/software/171209/cubits","@type":"ListItem"},{"name":"EquityStat","position":5,"description":"EquityStat is a stock portfolio tracker software where investors can manage, track, and analyze stocks, bonds, ETFs, and mutual fund investments across brokerages in one place. The software allows users to calculate net worth, evaluate investment performance through reports, track dividends and capital gains, and access portfolios on any device with tax reporting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a81be65-6685-4ee8-8995-51bc2886ac49.png","url":"https://www.capterra.co.za/software/173138/equitystat","@type":"ListItem"},{"name":"Tamarac","position":6,"description":"Tamarac is an integrated wealth management platform software that provides portfolio management, performance reporting, client portals, billing, trading, CRM, data aggregation, reconciliation, unified managed account solutions, open integrations, consulting, training and support for independent Registered Investment Advisor firms. The software aims to offer a comprehensive technology solution for RIAs seeking capabilities for prospecting, onboarding, reporting, billing, trading, CRM, data aggregation, reconciliation, unified managed accounts, integration, consulting, training and support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ac3b683-00c6-44e4-b6eb-3fe81a8ba3a8.png","url":"https://www.capterra.co.za/software/173553/tamarac","@type":"ListItem"},{"name":"Wealthsimple Trade","position":7,"description":"Wealthsimple Trade is a tool for people interested in stock trading. It allows users to create simple accounts and provides various functions, including price alerts, a real-time overview of different quotes, and support or advice for traders who make their own choices. Wealthsimple Trade offers users an opportunity to view appropriate statistics before investing in company shares or trading their favorite cryptocurrencies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/52d85849-bcce-4dad-9c15-c1ca4e7f5d09.png","url":"https://www.capterra.co.za/software/1032240/wealthsimple-trade","@type":"ListItem"},{"name":"Limina IMS","position":8,"description":"Front-to-Middle/Back Office Solution that cover:\n- order management inc rebalancing\n- portfolio management inc cash and exposure simulations\n- pre- and post-trade compliance\n- real time monitoring inc exposures, analytics and P&L\n- trade matching & affirmation\n- risk management & performance attribution\n- asset lifecycle & recon\n\nLimina was founded by former investment managers that set out to create a solution to the challenges they faced.\nThe solution is engineered in Sweden and delivered globally.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ba125586-5b86-495e-98a4-26a175c89616.png","url":"https://www.capterra.co.za/software/1032346/limina-ims","@type":"ListItem"},{"name":"The Imagine Trading System","position":9,"description":"Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f932d2bb-cd76-4082-8745-f0c8d4456f9b.png","url":"https://www.capterra.co.za/software/123481/the-imagine-trading-system","@type":"ListItem"},{"name":"Portfolio Trader","position":10,"description":"Portfolio Trader is a stock portfolio tracking software for Apple devices including iPhone, iPad, and Apple Watch. The app provides analysis of share holdings and investments. It functions as a portfolio manager and stock tracker by tracking multiple portfolios and positions across profit and loss views and chart options. Key features include support for multiple currencies, alerts, watchlists, import/export of portfolios, and a new Apple Watch app for tracking portfolios after syncing with iPhone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e285221c-39b1-4e86-86d1-7ac1b9be6aec.png","url":"https://www.capterra.co.za/software/173139/portfolio-trader","@type":"ListItem"},{"name":"ZagTrader","position":11,"description":"Platform that serves banks, financial services & insurance organizations in investment management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c44b308c-5fd4-4f76-963c-93edde1c5801.png","url":"https://www.capterra.co.za/software/181358/zagtrader","@type":"ListItem"},{"name":"Vidrio Financial","position":12,"description":"Built for investors by investors, Vidrio’s software and managed data services are designed for institutional investors who allocate a significant portion of their investments externally to managers of Hedge Funds, Private Equity, Private Credit, Venture Capital, Real Estate and Liquid Alts. Originally built out of necessity as a proprietary platform.\n\nVidrio was launched as a separate commercial venture in 2011, serving some of the leading global Asset Owners, Fund of Funds and OCIOs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/517dc414-21c6-47eb-b2be-d17d6dd0e5ee.png","url":"https://www.capterra.co.za/software/206968/vidrio-financial","@type":"ListItem"},{"name":"Portfolio Manager","position":13,"description":"It is a portfolio management solution that helps organizations set investment targets, allocate assets, manage orders, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/123c24c3-b263-4c9f-bd39-84ddd25d8b27.png","url":"https://www.capterra.co.za/software/218306/portfolio-manager","@type":"ListItem"},{"name":"Benzinga Pro","position":14,"description":"Cloud-based tool that facilitates the trading and analysis of financial products, such as stocks, options, futures, and currencies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a94eb6de-93d2-44ca-9cd3-9a496790989f.jpeg","url":"https://www.capterra.co.za/software/1031277/benzinga-pro","@type":"ListItem"},{"name":"Aladdin","position":15,"description":"Aladdin® is a tech platform used by asset managers and owners including banks, financial institutions, pensions, corporations, insurers, and wealth managers. The Aladdin platform unifies the investment management process, providing a common data language within an organization to enable scale, provide insights, and support business transformation.\n\nOur tech is fit for purpose - helping clients to understand and manage risk, operate more efficiently, and uncover more opportunities for growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6dc79057-3976-4ed7-bdcb-3f84b80b00d2.png","url":"https://www.capterra.co.za/software/1055902/aladdin","@type":"ListItem"},{"name":"Stock Expert AI","position":16,"description":"Stock Expert AI is an investment platform that simplifies stock analysis by processing daily news and delivering AI-assisted summaries with investment insights. Its MoonshotScore rates stocks from zero to one hundred based on factors like growth potential, financial health, and risk, with daily updates. \n\nThe platform offers real-time portfolio diagnostics via an AI assistant that analyzes holdings from brokerage screenshots, covering diversification and sector exposure. Market heatmaps show sector performance, while a stock screener filters equities by metrics like market cap and P/E ratio. Features include technical analysis charts with tools like Supertrend and Bollinger Bands, DCF valuation models, and SWOT analysis. Educational resources provide courses on technical and fundamental analysis, portfolio theory, and risk management. An earnings calendar tracks estimates and performance, and a social community fosters discussions on market insights and strategies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aba2183a-bf89-483c-a98e-207194670eec.jpg","url":"https://www.capterra.co.za/software/1086744/Stock-Expert-AI","@type":"ListItem"},{"name":"BarraOne","position":17,"description":"Financial risk management solution that helps identify sources of portfolio risk through attribution analysis, VaR simulations & more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b1f2f49c-2539-4a3e-a995-a11b6a9bfb32.png","url":"https://www.capterra.co.za/software/59716/barraone","@type":"ListItem"},{"name":"Archway","position":18,"description":"Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45206836-c0f8-4194-925c-4aa1a8f1ea17.jpeg","url":"https://www.capterra.co.za/software/80788/atweb","@type":"ListItem"},{"name":"Pulse","position":19,"description":"Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/38fd4890-7d44-4994-bf1c-9c34507dc86e.png","url":"https://www.capterra.co.za/software/120820/radar","@type":"ListItem"},{"name":"Enfusion","position":20,"description":"Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system. Through its software, analytics, and middle/back-office managed services, Enfusion creates enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth. Enfusion partners with 800+ investment managers from ten global offices spanning five continents.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/78b17f85-a3eb-4ee4-80c2-65bab7ef07fb.jpeg","url":"https://www.capterra.co.za/software/165409/enfusion","@type":"ListItem"},{"name":"StockwarePro","position":21,"description":"Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0fff4473-1906-4f82-8361-58bcc2ae0324.png","url":"https://www.capterra.co.za/software/173101/stockwarepro","@type":"ListItem"},{"name":"Write-Up","position":22,"description":"Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8e1237c8-8658-48a7-a125-1d30a41c99c3.png","url":"https://www.capterra.co.za/software/173479/write-up","@type":"ListItem"},{"name":"Comarch Wealth Management","position":23,"description":"Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91a5752d-15a6-457b-b347-4ee98f9379c4.png","url":"https://www.capterra.co.za/software/173561/comarch-wealth-management","@type":"ListItem"},{"name":"StockMaster","position":24,"description":"StockMaster is share portfolio management software designed to provide investors with an easy tool to manage shares, options, warrants, managed funds, and contracts for difference investments. The software includes features like share tracking, taxation and professional reports, performance monitoring, asset allocation, online charting, and a secured database that can be stored on a computer or in the cloud.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23a148eb-951b-4897-bd68-56d012f5388a.png","url":"https://www.capterra.co.za/software/173560/stockmaster","@type":"ListItem"},{"name":"ETNA Financial Advisor Software","position":25,"description":"ETNA's wealth management software for RIAs and financial advisors. Digital client onboarding, automated portfolio rebalancing, advisor dashboards, compliance automation, and 401K management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7f865a95-0f22-4802-8e2d-5e4e74173cab.png","url":"https://www.capterra.co.za/software/196473/digital-advisor","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/31242/stock-portfolio-management/software?page=2#itemlist","numberOfItems":25}
</script>