Stock Portfolio Organizer

Plans and prices

Every plan, in full

On the record

Accounts

Each user can have an unlimited number of accounts, trades, and trade groups.stockportfolioorganizer.com · read 9 Oct 2026

Assets

It supports shares, margin, CFDs, futures, and forex.stockportfolioorganizer.com · read 9 Oct 2026

Asset class coverage

multi_assetstockportfolioorganizer.com · read 22 Sep 2026

Company

The site identifies the publisher as Pauls Advanced Programming Applications.stockportfolioorganizer.com · read 9 Oct 2026

Customization

A JavaScript-based formula language supports position-sizing and risk calculations, brokerage formulas, alerts, and custom grid views.stockportfolioorganizer.com · read 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 · read 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 · read 9 Oct 2026

Import

Trade transactions can be imported from CSV data, with plugins available to convert other formats to CSV.stockportfolioorganizer.com · read 9 Oct 2026

Local storage

The maker says portfolio data is stored on the user's computer.stockportfolioorganizer.com · read 9 Oct 2026

Performance analysis

It tracks gains, losses, income, and investment performance, including historical performance charts and portfolio metrics.stockportfolioorganizer.com · read 9 Oct 2026

Performance reporting

Yesstockportfolioorganizer.com · read 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.stockportfolioorganizer.com · read 9 Oct 2026

Purpose

The maker describes it as portfolio management and tracking software for investors, traders, and self-managed super funds.stockportfolioorganizer.com · read 9 Oct 2026

Risk analysis

Yesstockportfolioorganizer.com · read 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.stockportfolioorganizer.com · read 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 · read 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 · read 9 Oct 2026

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