Here is a list of best free portfolio management software for Windows. Using these software, you can create and manage multiple portfolios. They let you manage transactions, such as buy/sell, invest dividend, capital return, etc., for added portfolios. They also let you manage information about cash deposits/withdrawals, and dividend payments. Also, you can track total dividend income. After creating a portfolio, you can manage various information about trade’s purchase date, price, quantity, last trade date and price, percentage change in trade, etc.
In many of these portfolio manager software, you can create ‘Watch list’ to monitor change in the stocks of companies you are interested in, thus helping you make better investment decisions. They also provide real time trading view of companies. Some of them also come with stock news reader to provide financial news from various sources, including Yahoo, MoneyCentral, Financial Times, Wall Street Journal, etc.
Additionally, these portfolio management software even let you generate a variety of reports and save them as spreadsheets. You can generate capital gains report, cash report, watch list report, etc. Also, they let you generate different types of charts including stock price line chart, bar chart for portfolio value and share allocation, etc.
One of these software even let you store portfolio and other data to cloud servers, such as Google Drive, to provide you global accessibility. In another one, you get direct option to create backup file for easy data restoration.
In most of them, you can store these information locally in your PC as CSV, or XLS file.
My Favorite Portfolio Management Software For Windows:
Zoom Investment Portfolio Manager is my favorite. It supports multi users and multiple currencies. Additionally, it provides option to create ‘Watch list‘. It lets you checkout financial news from sources like: Yahoo, MoneyCentral, Financial Times, Wall Street Journal, etc.
You can also checkout list of best free Budgeting Software and Lead Management Software for Windows.
Zoom Investment Portfolio Manager
Zoom Investment Portfolio Manager is a free portfolio management software for Windows. It lets you create and manage multiple portfolios, simultaneously. Also, you can specify different currencies for transactions for each accounts, individually. It supports a number of currencies including INR, EUR, USD, and many more.
It lets you manage transactions such as buy/sell, dividend investment, capital return, etc. for each portfolio. Also, it keeps a record of quantity, price, amount, commission, tax, etc. for the same. It shows you cost and released gain for each transaction made from a portfolio.
In addition to the above discussed features, it also lets you create a ‘Watch list’ that helps to compare investments prior to making investment decisions. Under Watch list tab, you can specify different aspects related to a company, such as High target, Low target, PE, forwarded PE, etc.
You can also generate various reports including capital gains report, cash report, watch list report, etc., and export these reports to spreadsheets. Also, you can have information about real time trading view of different companies.
Apart From that, it also provides you access to different financial news sources including Financial Times, MoneyCentral, Wall Street Journal, Yahoo, etc.
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StockwareLite is one of the best free portfolio management software for Windows. It is available in Pro and Lite versions. The Lite version is completely free, but with limited functionalities.
Using this free portfolio software, you can create and edit a portfolio consisting of information about purchase date, price, quantity, last trade date and price, percentage change in trade, etc. Also, you can track total investment, profit/loss, rate of interest, etc. It also lets you generate portfolio status chart, to compare percentage change in stock from the number of days since purchase.
Not only portfolio management, it also lets you generate stock price line chart for technical analysis. It comes with Franklin oscillator that helps to generate line graphs by removing false signals and moves in the wave like pattern of the chart.
It also comes with stock news reader which lets you fetch news about stocks of various companies in real time.
The Pro version of this portfolio management software provides many other advanced options. You can check and compare its versions by visiting its home page.
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JStock is a free stock portfolio management software for Windows. The stocks in this software are classified in three categories: Entire stock market, Based on board, and Based on industry. The stock boards and entire stock market change as per selected country, as this software can serve for many countries of the world.
Using this free portfolio manager software, you can manage single or multiple portfolios. After creating a portfolio, you can manage its buy and sell transactions, add some notes for each transaction, generate investment and dividend chart, etc. It also shows information related to each stock’s purchase price, current price, gain/loss, etc. Also, it lets you manage information about cash deposits/withdrawals and dividend payments.
Like other software, it also lets you create a Watch list to monitor changes in the stocks of companies. You can set email stock alert to get notification about stocks.
It also lets you save your data to cloud servers, such as Google Drive, to access it from anywhere. If you want to save files locally to your PC, you can save them in CSV or XLS format.
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Stock Center is an open source portfolio management software for Windows. It supports multiple users, and tracks their investments.
You can use this software after adding stock to the created user account and after that, it lets you manage various stock activities like buy, sell, dividend, etc.
From the portfolio view part of its interface, you can have information about current price, shares owned, currently invested money, dividend earned, etc. for each added stock. At the same time, you can check out ‘bar chart‘ graphical representation for portfolio value and share allocation of each stock.
Apart from portfolio management, it also helps you track total dividend income. It is also embedded with ‘What if’ scenario simulation, that helps to analyze how dividend income would change, if you reinvest the income from the sale into each of your holdings.
This software even facilitates you with backup and restoration of all these information related to the portfolio and stock entries.
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TradeTrax is next in the list of best portfolio management software. It is one of the simplest to use portfolio manager software in this list. This software lets you view investments and profits for the portfolio, and helps to manage buy/sell of assets.
To use this software for managing assets, you need to add some assets to your portfolio. To do so, enter the name of the asset, unit, cost per unit, etc. details and use Acquire asset option. Now, the asset will be listed in your portfolio. You can liquidate these assets whenever you want. This can be done by simply using liquidate now option. Now, you need to specify the amount for the liquidation asset, and it will show profit/loss occurred in liquidation process.
From the ‘Summary’ menu, you can checkout details about current investment, outstanding profit, lifetime profit, on hand stocks, etc. Home Page Download Page