Side by side
CircleBlack Portfolio Reporting vs Stock Portfolio Organizer
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneWeb
CircleBlack Portfolio Reporting focuses on configurable advisor reports, detailed calculations, and client sharing. Its account limits and paid pricing should be checked against the firm’s scale.
Visit CircleBlack Portfolio Reporting Free trial Windows
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.
Visit Stock Portfolio OrganizerThe facts
| CircleBlack Portfolio Reporting | Stock Portfolio Organizer | |
|---|---|---|
| Free plan | No | A free trial |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Windows |
| Lowest paid plan | See the plans | See the plans |
| Plans published | 2 | 5 |
| Maker | CircleBlack Portfolio Reporting | Not published |
| Website | circleblack.com | stockportfolioorganizer.com |
| On portfolio management software | #58 of 81 | #62 of 81 |
CircleBlack Portfolio Reporting: what it does well
- Pre-built and customizable report templates
- Transaction-level drilldowns
- Multiple performance calculation methods
- CSV and Excel export
- Web and mobile client delivery
What to know first
- No free plan
- Base plan includes 100 accounts
- More than 500 accounts requires custom pricing
Stock Portfolio Organizer: 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
Alternatives to CircleBlack Portfolio Reporting Alternatives to Stock Portfolio Organizer The whole list