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Stock Portfolio Organizer
What Stock Portfolio Organizer is
Stock Portfolio Organizer is Windows portfolio management and tracking software for investors, traders, and self-managed super funds. It supports shares, margin, CFDs, futures, and forex, then reports gains, losses, income, historical performance charts, and portfolio metrics. Risk tools allow trade targets, stop losses, position-size calculations, and alerts. Each user can maintain unlimited accounts, trades, and trade groups. Watchlists cover stocks, futures, currency pairs, mutual funds, ETFs, and options, with price and some fundamental-data views. Transactions can be imported from CSV files, with plugins for converting other formats. Data sources listed include MetaStock, Yahoo, Alpha Vantage, and MSN Money; MSN Money end-of-day data is limited to one year. Standard lacks real-time data, margin share trades, futures, forex, multi-currency support, and a detailed audit trail that Professional includes. A 30-day trial is offered.
Who it suits
This software suits investors, traders, and self-managed super funds tracking several asset classes. It is useful for users who want performance reports, risk calculations, alerts, and local portfolio storage.
What it does well
- Supports shares, CFDs, futures, and forex
- Unlimited accounts, trades, and trade groups
- Provides performance and risk reporting
- Includes target and stop-loss alerts
- Stores portfolio data on the computer
What to know first
- No free plan is available
- Standard omits several Professional features
- MSN Money data covers only one year
- Professional Edition costs $199 a month
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Standard Edition | Perpetual license; includes 1 year of free updates · Perpetual license · 1 year of free updates | $99, paid once |
| Professional Edition | Perpetual license; includes 1 year of free updates · Perpetual license · 1 year of free updates | $199, paid once |
| Standard to Professional Upgrade | — | $100 a month |
| Professional Renewal | 1 Year of updates · 1 year of updates | $99 a year |
| Standard Renewal | 1 Year of updates · 1 year of updates | $49 a year |
As stockportfolioorganizer.com lists them, read 22 Sept 2026. The maker's own page has the final word.
Verdict
Stock Portfolio Organizer offers broad asset coverage, reporting, risk tools, and customizable formulas in a Windows application. The main decision is between Standard’s lower scope and Professional’s additional trading, data, currency, and audit features.
Facts from Stock Portfolio Organizer's own pages
- Accounts
- Each user can have an unlimited number of accounts, trades, and trade groups. · stockportfolioorganizer.com, 9 Oct 2026
- Assets
- It supports shares, margin, CFDs, futures, and forex. · stockportfolioorganizer.com, 9 Oct 2026
- Asset class coverage
- multi_asset · stockportfolioorganizer.com, 22 Sept 2026
- Company
- The site identifies the publisher as Pauls Advanced Programming Applications. · stockportfolioorganizer.com, 9 Oct 2026
- Customization
- A JavaScript-based formula language supports position-sizing and risk calculations, brokerage formulas, alerts, and custom grid views. · stockportfolioorganizer.com, 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. · stockportfolioorganizer.com, 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. · stockportfolioorganizer.com, 9 Oct 2026
- Free plan
- No · stockportfolioorganizer.com, 22 Sept 2026
- Import
- Trade transactions can be imported from CSV data, with plugins available to convert other formats to CSV. · stockportfolioorganizer.com, 9 Oct 2026
- Local storage
- The maker says portfolio data is stored on the user's computer. · stockportfolioorganizer.com, 9 Oct 2026
- Performance analysis
- It tracks gains, losses, income, and investment performance, including historical performance charts and portfolio metrics. · stockportfolioorganizer.com, 9 Oct 2026
- Performance reporting
- Yes · stockportfolioorganizer.com, 22 Sept 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. · stockportfolioorganizer.com, 9 Oct 2026
- Purpose
- The maker describes it as portfolio management and tracking software for investors, traders, and self-managed super funds. · stockportfolioorganizer.com, 9 Oct 2026
- Risk analysis
- Yes · stockportfolioorganizer.com, 22 Sept 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. · stockportfolioorganizer.com, 9 Oct 2026
- Support
- The maker recommends its help manual and FAQ, accepts questions through the FAQ, and provides an email contact page. · stockportfolioorganizer.com, 9 Oct 2026
- Watchlists
- Watchlists can track stocks, futures, currency pairs, mutual funds, ETFs, and options, with price and some fundamental-data views. · stockportfolioorganizer.com, 9 Oct 2026
Where Stock Portfolio Organizer stands on Freedom251
- Portfolio Management Software#62 of 81