--- title: "PortfolioMetrics Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PortfolioMetrics Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10033172/PortfolioMetrics/" page_type: "product" language: "en" --- # PortfolioMetrics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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) PortfolioMetrics ## What is PortfolioMetrics? Cloud-based financial analysis software that enables users to backtest investment strategies against historical market data. The platform offers portfolio analysis tools including performance metrics such as CAGR and Sharpe ratio, risk assessment capabilities through volatility and drawdown measurements, and several other features such as Monte Carlo simulations and Efficient Frontier calculations for asset allocation optimization. PortfolioMetrics supports various asset types including stocks, ETFs, mutual funds, and cryptocurrencies, allowing investors to compare multiple portfolios simultaneously and generate detailed reports with AI-enabled insights. The software includes data input options for portfolio creation, visualization tools for performance analysis, and educational resources to help users understand financial metrics and investment concepts. ## What is PortfolioMetrics used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $13.9 Flat Rate, Per Month Free trial not available Includes Free Version 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 PortfolioMetrics?[Manage this product listing](https://www.g2.com/products/portfolio-backtesting-tool/claim_requests/new?auto=true) ## PortfolioMetrics Overview Updated September 2026 AI summary PortfolioMetrics offers cloud-based stock portfolio management tools for businesses of all sizes, providing features such as portfolio accounting, stock and cryptocurrency tracking, and historical reporting. Its capabilities include investment management, monitoring, and portfolio reporting, with options for financial analysis and data import/export, making it suitable for organizations seeking to track and manage diverse investment assets. ## 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. ### PortfolioMetrics 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price $13.9 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 3.3 (43) Value For Money 0.0 (0) Value For Money 2.5 (38) Customer Service 0.0 (0) Customer Service 4.5 (38) ## PortfolioMetrics alternatives [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (710)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) Highest Rated [Excel Price Feed](https://www.capterra.com/p/194120/Excel-Price-Feed/) [4.8 (33)](https://www.capterra.com/p/194120/Excel-Price-Feed/reviews/) Starting price $15.00 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/194120/Excel-Price-Feed/) [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) ## FAQs about PortfolioMetrics Features and Usability ### What are the key features of PortfolioMetrics? PortfolioMetrics offers cryptocurrency tracking and stock tracking for monitoring holdings, plus investment management, portfolio management, and portfolio accounting for organizing assets. It also includes financial analysis, historical reporting, and portfolio reporting, along with data import/export and monitoring features for managing and reviewing investment data. Pricing ### How much does it cost and what fees or limitations are included? PortfolioMetrics offers a free version, plus the $13.9 per month Premium plan and the $46.9 per month Professional plan. Premium includes custom risk-return assumptions and 1-5 portfolios per report; Professional adds CSV export, PDF reports, and priority support. Enterprise pricing is not listed. Getting Started and Support ### What training and onboarding options does PortfolioMetrics offer? PortfolioMetrics provides documentation to help teams get started. This format gives users written reference material for reviewing setup steps, understanding features, and checking procedures as needed during onboarding and day-to-day use. Getting Started and Support ### What customer support options does PortfolioMetrics offer? PortfolioMetrics provides email/help desk support, an FAQ/forum, and a knowledge base. These channels give users a place to submit questions and look up guidance in written form. No reviewer feedback about support experience is available here, so support quality cannot be described from user reports. ## Features AI summary Based on 116 Hedge Fund reviews Capterra data shows that buyers of stock portfolio management software rank the following features as their top priorities: - **Portfolio Management** (**65%** of reviewers rated this feature as critical) - **Financial Analysis** (**50%**) - **Monitoring** (**53%**) PortfolioMetrics supports all three of the features reviewers value most: **Portfolio Management**, **Financial Analysis**, and **Monitoring**. Together, these capabilities help businesses organize holdings, review portfolio performance in detail, and keep track of market activity and investment changes, allowing teams to make more informed financial decisions and manage portfolios with greater confidence. Cryptocurrency Tracking Monitor and track cryptocurrencies. 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 Historical Reporting Information, data and reports that are being tracked over time Investment Management Manage and handle financial assets as well as other investments. PortfolioMetrics 12 features ### All Features - Cryptocurrency Tracking: Monitor and track cryptocurrencies. - 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 - Historical Reporting: Information, data and reports that are being tracked over time - Investment Management: Manage and handle financial assets as well as other investments. - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Reporting: Visualize and measure the performance of portfolios - Stock Management: Manage the buying, selling, and holding of stocks - Stock Tracking: Monitor and track stocks across portfolios and watch lists, --- ## Pricing Free Version [View pricing plan details](https://www.capterra.com/p/10033172/PortfolioMetrics/pricing/) Free $0.00 It includes: - Portfolio Backtesting - Portfolio Optimization - Save & Share Reports - 40+ Years Of Historical Data Premium $13.90 Flat Rate,Per Month It includes: - 1-5 Portfolios per Report - Unlimited AI Summaries - 50-year Monte Carlo Forecasts - Advanced Risk-Return Estimation - Custom Risk-Return Assumptions - Standard Support Professional $46.90 Flat Rate,Per Month It includes: - CSV Data Export - PDF Reports - Priority Support Enterprise Contact vendor for details It includes: - API Access - Customized Reports & Endpoints ## 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.