Portfolio Management

Take Control with Real-Time Portfolio Insights

To maximize returns, you need an up-to-date view of your oil & gas investments -- yet paper-based processes and outdated tools stand in the way. Boost your portfolio’s performance with MineralSoft’s real-time data, analytics, and advisory services.

Benefits & Features

Track Large Portfolios

Easily manage all your mineral, royalty, and non-operated working interests from one dashboard.  Plus, live data feeds and alerts ensure instant access to portfolio data.

Guide Decisions with Portfolio Insights

Work proactively based on up-to-date information and maintain easy access to vital records, including lease terms and expirations so you can take open acreage to market at the right time.

Build Winning Strategies

Understanding breakeven and payout for each asset in your portfolio has never been easier.  MineralSoft gives you all the data you need, in context.

Leverage Our Knowledge

Our mineral management experts are here to help you with investment advisory, managed services, and full-service asset management.


Traditional software and accounting packages are not built for the complexity of mineral and non-op investing. MineralSoft gives you the right tool for the job.

Key Features

Stay organized with integrated document management. Track revenue and expenses by well, tract, lease, or acquisition, and analyze ROI by deal source or region.

Supported Workflows

MineralSoft streamlines your daily operations by eliminating manual data entry, automating investment reporting, and simplifying break even analysis.

Data Integrations

MineralSoft puts your proprietary data in context with public data using real-time feeds to deliver powerful new insights into your portfolio.

Who Benefits?

Our online tools give portfolio managers and executive management the real-time insights they need, while providing external stakeholders instant access to insightful reports.


Maintain your desired level of involvement by choosing from our à la carte investment services or fully outsourcing your portfolio management.

Professional Services

We offer full service asset management, on demand advisory, and tailored reporting. Outsource all or only part of your operations through MineralSoft’s managed services.

Our Process

Our managed data services integrate seamlessly into MineralSoft’s portfolio management tools. Leverage our land and financial teams to augment your operation at the level you choose.

Technology Advantage

Our portfolio management team combines deep oil & gas knowledge with MineralSoft’s proprietary technology and data to maximize returns on your investments.

Business Value

MineralSoft delivers tangible value for portfolio management by supporting your mission and goals, reducing overhead, and freeing your team from non-core tasks.

Contact Us Today to Take Control of Your Oil & Gas Investments

Our expert technical team and services department is ready to answer your questions, give you a personalized tour of our software suite, and select the right services.