Professional trading and investment software
Portfolio tracking software
Portfolio tracking products in the WiT Markets software directory: holdings and performance tools from the 16 October 2026 extract.
- Products
- 18 researched products
- Categories
- 8 groups from the extract
- Logos
- 15 verified from the provider. 3 names are shown without a logo file.
- Research date
- 2026-10-16, a compilation, not a hands-on test
Software categories
- Charting and technical analysisCharts, alerts and scanning beyond a basic brokerage chart.3 products
- Stock screenersFilters and visual scans of a named equity universe.3 products
- Investment researchCompany, fund and market context for a research workflow.4 products
- Options analyticsPayoff, volatility and options-event research.2 products
- Trading journalsA record of trades and the statistics that record can support.2 products
- Portfolio trackingHoldings, performance and reporting. Not an order ticket.1 product
- Backtesting and algorithmsHistorical tests and code. A backtest is not a forecast.2 products
- Market news and terminalsNews, alerts and workstation data. Licences and regions vary.1 product
Software in this extract
1 of 18 products. 1 filter active.
Starting prices are not in this extract, so there is no price sort. A free plan and a free trial are separate filters, and both are empty until a plan is verified. Reader focus is the research category, not a suitability score.
Portfolio tracking and tax
Sharesight
Portfolio performance and income and tax reporting
Holdings, dividends, performance and tax reports. Tax support depends on the region. It is not a trade ticket.
- Holdings tracking
- Dividends
- Performance
- Tax reports
Check official pricing Paid subscription. No starting price, free plan or free trial is verified in this extract.
Advantages
- Performance tracking
- Dividend and tax workflow
- Multi-market support
Considerations
- Tax reports are jurisdiction-specific
- Paid holding limits
- Not a trade execution tool
Trading and investment software — detailed comparison
The same 1 products as the cards above. Windows, macOS and mobile apps are omitted where the extract does not state them.
| Provider | Category | Core function | Coverage note | Key features | Free plan | Free trial | Subscription | Starting price | Platform | Broker integrations | Advantages | Considerations | Website |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SharesightPortfolio performance and income and tax reporting | Portfolio tracking and tax | Portfolio performance and income and tax reporting | The provider says users in 100+ countries. Tax support and integrations vary by region. | Holdings tracking; Dividends; Performance; Tax reports | Not verified | Not verified | Paid subscription | Check official pricing | Not stated | Not stated | Performance tracking; Dividend and tax workflow; Multi-market support | Tax reports are jurisdiction-specific; Paid holding limits; Not a trade execution tool | Visit Sharesight |
Side by side
0 of 4 selected. Differences are marked when the selected products do not share the same text.
Add up to four products from the cards. The comparison uses the same records as the table.
What each kind of software is for
Charting and technical analysis
A brokerage chart usually shows price and a few indicators. A dedicated package adds layouts, alerts, scanning and, in some cases, a scripting language. The extra data behind those charts is often a separate charge.
Stock screeners
A screener narrows a universe with filters you choose. The useful question is which market the filter actually covers, and which fields sit behind a paid plan.
Investment research
Research software gathers statements, valuations, transcripts or fund notes into one workflow. A model rating is a model. It is not a promise about the next price.
Options analytics
Payoff diagrams and volatility views show the shape of a structure at the assumptions you enter. WiT Markets already has a free expiry payoff calculator. A specialist package adds chain data and more structures, and it does not remove the risk of the position.
Trading journals
A journal stores the trades you give it and can summarise that history. The free journal on this site stays in your browser. A paid journal may import from a broker. The statistics still describe the imported history, not the next trade.
Portfolio tracking
Tracking software records holdings, income and performance. Tax reports follow the provider's country coverage. It is not the same decision as the allocation calculator, which only weights the holdings you type.
Backtesting and algorithms
A backtest replays rules on a historical set. Survivorship, missing costs and a rule tuned to that history can all flatter the result. Live trading can diverge from the test. Coding platforms make that explicit: the engine runs what you write.
Market news and terminals
A terminal or a news product sells speed, alerts and often a data licence. The licence, the delay and the region are part of the price. This directory does not embed those feeds.
Position size calculatorOptions payoff calculatorTrading journalPortfolio allocation
How we compare trading software
The cards on this page are the portfolio rows from the 16 October 2026 research extract. They stay in provider-name order. This is a category filter, not a ranking and not a hands-on test. Published starting prices are not in the extract, so every card tells you to check the provider. Visit buttons open the official homepage. No tracking link is attached. Country coverage for tax reports is a provider fact, not something this directory infers from a homepage.
Portfolio tracking has 1 product in this extract. Holdings, performance and reporting. Not an order ticket. The compilation date is 2026-10-16. That date is not a claim that the product was used, and it is not a price check. Software does not determine an investment result.
Provider selection follows the 16 October 2026 workbook: paid third-party software a subscriber might buy, kept apart from broker comparisons. Categories follow the workbook labels, grouped so a reader can filter. Features, advantages and limitations are the workbook's own phrases, edited only for grammar. Missing fields stay missing. Homepage addresses were taken from that workbook and point at the provider's site. Country eligibility is not inferred from a website being reachable.
WiTMarkets may later earn a fee if a provider accepts a partnership and the firm authorises a tracked link. No partnership is active. Compensation would not set the order, the advantages or the limitations. The commercial disclosure page states the standing rule.
Sources and review
Written by: WiT Markets Editorial. Writes and structures WiT Markets pages. Separates a sourced fact from a cell that is Not confirmed.
Review: Editorially reviewed. This is not a qualified specialist review and it is not a legal sign-off.
Last reviewed: . Next review due . The date is an editorial pass. It is not a live check of every third-party fee.
Other sources
- WiT Markets methodology — checked 13 October 2026
Methodology. Editorial policy. Corrections. Report an error.