Stock Portfolio Organizer

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Stock Portfolio Organizer
Type Private
Industry Portfolio management software
Founded 2015
Headquarters Melbourne, AUS
Related Certifications Certificate in Portfolio Management Technology Industry Overview

Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. For the more advanced users Stock Portfolio Organizer is extendable in many ways using a powerful JavaScript programming language that allows you to create brokerage calculation formulas, position sizing calculators and more.


  • Supports shares, share on margin, futures and forex trades.
  • Helps you handle tax deferred income by adjusting cost base.
  • Multiple accounts and brokerage formulas
  • Trade grouping.
  • True multi-currency support with live currency conversion.
  • Trading notes.
  • Alert formulas.
  • Custom grid formulas (Like excel but able to use data from your trade, dividends etc)
  • Instrument formulas (Provide helpful information when entering trades such as a stop loss price etc)
  • Tick, real-time & EOD data support with fall-back redundancy.
  • Audit trail of changes. Easily view all changes made (Useful if more than one person is managing the same portfolio).
  • Forgiving with streamlined support for fixing errors. For example, lets say you applied a 3 to 1 share split instead of 2 to 1 by mistake. Normally you would now need to manually adjust the quantity of the affected trades back to their original values, but not with Program Name. You just need to right click on a trade and select 'Undo Split' and your done. What if at tax time you realized you had more or less shares before the split? No problem, you can go back and adjust the original quantity and the current quantity after the split will be updated.
  • And much more...

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