Stock Portfolio Organizer
The facts below are what the maker publishes about Stock Portfolio Organizer, checked and dated. Our editors have not written about it yet.
Plans and prices
From Stock Portfolio Organizer's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard Edition | $99 a month | Perpetual license · 1 year of free updates · Perpetual license; includes 1 year of free updates |
| Professional Edition | $199 a month | Perpetual license · 1 year of free updates · Perpetual license; includes 1 year of free updates |
| Standard to Professional Upgrade | $100 a month | — |
| Professional Renewal | $99 a year | 1 year of updates · 1 Year of updates |
| Standard Renewal | $49 a year | 1 year of updates · 1 Year of updates |
The facts
Each one read from Stock Portfolio Organizer's own pages, with the date it was checked.
What it does
- Accounts
- Each user can have an unlimited number of accounts, trades, and trade groups.checked 9 Oct 2026
- Asset class coverage
- multi_assetchecked 22 Sep 2026
- Assets
- It supports shares, margin, CFDs, futures, and forex.checked 9 Oct 2026
- Customization
- A JavaScript-based formula language supports position-sizing and risk calculations, brokerage formulas, alerts, and custom grid views.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- Import
- Trade transactions can be imported from CSV data, with plugins available to convert other formats to CSV.checked 9 Oct 2026
- Local storage
- The maker says portfolio data is stored on the user's computer.checked 9 Oct 2026
- Performance analysis
- It tracks gains, losses, income, and investment performance, including historical performance charts and portfolio metrics.checked 9 Oct 2026
- Performance reporting
- Yeschecked 22 Sep 2026
- 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.checked 9 Oct 2026
- Purpose
- The maker describes it as portfolio management and tracking software for investors, traders, and self-managed super funds.checked 9 Oct 2026
- Risk analysis
- Yeschecked 22 Sep 2026
- Risk tools
- Users can set trade targets and stop losses, calculate position sizes with formulas, and create alerts for target or stop-loss levels.checked 9 Oct 2026
- Support
- The maker recommends its help manual and FAQ, accepts questions through the FAQ, and provides an email contact page.checked 9 Oct 2026
- Watchlists
- Watchlists can track stocks, futures, currency pairs, mutual funds, ETFs, and options, with price and some fundamental-data views.checked 9 Oct 2026
The company
- Company
- The site identifies the publisher as Pauls Advanced Programming Applications.checked 9 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
Alternatives to Stock Portfolio Organizer
- 1
rotki
Free planOpen sourceWebAPILinuxmacOS8.8From €25 a month - 2
Stock Rover
Free planAndroidiOSWebWindows8.7From $24 a month - 3
Sharesight
Free planAndroidiOSWebAPI8.6From $7 a month - 4
Snowball Analytics
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
AndroidiOSWebAPI8.3From $4,000 a year