--- title: "Stoxes Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Stoxes Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/10027742/Stoxes/" page_type: "product" language: "en" --- # Stoxes Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Stoxes ## What is Stoxes? Stoxes is stock and option trading software designed to help investors generate wealth. The platform provides tools for researching quality companies, planning profits with proven strategies, organizing investments, forecasting income, and tracking dividends and options positions. Key features include the Dividend Map to visualize income streams, the Option Income Finder to identify trades, stock screeners to discover undervalued opportunities, and income forecasting to maximize returns through smart reinvestment planning. ## What is Stoxes used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $199.99 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Stoxes?[Manage this product listing](https://www.g2.com/products/stoxes/claim_requests/new?auto=true) ## Stoxes Overview Updated September 2026 AI summary Stoxes is a cloud-based investment management solution designed for small businesses that need to track and analyze portfolios. It offers investment tracking, performance metrics, benchmarking, and reporting, with additional tools for forecasting, fund management, and financial analysis. Features like activity dashboards, alerts, and data import/export aim to support investors, traders, and advisors seeking portfolio oversight and decision support. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Stoxes 0.0 VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $199.99 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## Stoxes alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about Stoxes Features and Usability ### What are the key features of Stoxes? Stoxes includes forecasting, activity dashboard, alerts/notifications, benchmarking, and reporting/analytics for tracking investment performance. It also offers bonds/stocks support, data import/export, financial analysis, portfolio management, investments tracking, performance metrics, and fund management for investors, traders, and investment advisors. Pricing ### How much does it cost and what fees or limitations are included? Stoxes starts at $199.99 per month for the Elite Investor plan, or $149.99 per month when billed annually. The plan includes Automated Optimization Tools, an Interactive Dividend Map, and Pre-built Strategies. No free version or trial is listed, and no extra fees or limitations are stated. Getting Started and Support ### What customer support options does Stoxes offer? Stoxes provides Email/Help Desk and FAQ/Forum support. With no reviewer feedback on support experiences, no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate direct assistance and self-service resources for users seeking product guidance. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Stoxes supports all three of the features reviewers rate most important: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to monitor holdings and trends, and provide the reporting needed for better investment decisions, helping businesses track performance accurately and manage portfolios with more confidence. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Data Import/Export Import and export data to and from software applications Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Stoxes 15 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Data Import/Export: Import and export data to and from software applications - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data --- ## Pricing [View pricing plan details](https://www.capterra.com/p/10027742/Stoxes/pricing/) Elite Investor $199.99 Flat Rate,Per Month It includes: - Interactive Dividend Map - Automated Optimization Tools. - Pre-built Strategies ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.