Individuals starting out in finance have relatively little task to take care of. As they switch to working on large scale investments, basic database tools are not sufficient to manage their portfolios. This is when the need for sophisticated tools to assist in merging data, and market analysis arises.

A simple Excel spreadsheet or a freeware database tool might suffice for conducting investment portfolio management and tracking. As your investments increase in scale, it gets to the point where basic investment accounting software or simple portfolio management spreadsheets will no longer meet your investment portfolio management software needs. That’s why portfolio management software tools have become such a huge boon to the industry of growing investments.

Stock Miner is a popular portfolio management solution that allows users to create, manage and track project portfolios in real-time and is available on the Web and via iOS and Android apps.

  • Portfolio Management
  • Business Rules Management
  • Collaboration
  • Data Mapping
  • Budget Management
  • Dashboard
  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Risk Management
  • Status Tracking