# PortfolioMetrics Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PortfolioMetrics Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/10033172/PortfolioMetrics --- # PortfolioMetrics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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/) 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 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 PortfolioMetrics?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://portfoliometrics.net&name=PortfolioMetrics) ## 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 (3) Value For Money 0.0 (0) Value For Money 2.5 (2) Customer Service 0.0 (0) Customer Service 4.5 (2) ## PortfolioMetrics alternatives [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (698)](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/) [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/) 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/) [xtb](https://www.capterra.com/p/252510/xtb/) [4.1 (9)](https://www.capterra.com/p/252510/xtb/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/252510/xtb/) ## FAQs about PortfolioMetrics Features and Usability ### What are the key features of PortfolioMetrics? PortfolioMetrics offers cryptocurrency tracking, stock tracking, and stock management for monitoring holdings across asset types. It also includes portfolio management and investment management features, plus financial analysis, portfolio accounting, and historical reporting. Data import/export supports record handling and portfolio reporting. Pricing ### How much does it cost and what fees or limitations are included? PortfolioMetrics starts at Free, with a free version that includes 40+ years of historical data, portfolio backtesting, portfolio optimization, and save-and-share reports. The Premium plan is $13.9 per month flat rate, Professional is $46.9 per month flat rate, and Enterprise pricing is not listed. Getting Started and Support ### What training and onboarding options does PortfolioMetrics offer? PortfolioMetrics provides documentation for teams getting started. Documentation gives written reference material for setup steps, product features, and common tasks, allowing users to review information at their own pace as they learn the system. Getting Started and Support ### What customer support options does PortfolioMetrics offer? PortfolioMetrics provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These options give users written help paths for common questions and issue tracking. No reviewer feedback on support experience is available, so response times, helpfulness, and common frustrations cannot be summarized. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Monitor and track cryptocurrencies. Import and export data to and from software applications Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Information, data and reports that are being tracked over time Manage and handle financial assets as well as other investments. Observe and track the demand, usage, progress or quality of a system, product, or user Tracking and logging the performance, risks, gains and losses of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Visualize and measure the performance of portfolios Manage the buying, selling, and holding of stocks Monitor and track stocks across portfolios and watch lists, ## Pricing Free Version 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 ## 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.