--- title: "SureInsight Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SureInsight Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/10038062/SureInsight/" page_type: "product" language: "en" --- # SureInsight 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)[Integrations](#integrations)[Support](#support) SureInsight ## What is SureInsight? AI-enabled trading journal that tracks and analyzes trading performance. The platform features automated trade import, syncing trades from MetaTrader 5 and other brokers to maintain accurate records. Powered by the AI assistant Enki, the software provides analytics that identify patterns in trading behaviour, including psychological triggers and performance trends across different market conditions. The platform generates detailed reports by symbol, session, and timeframe, allowing traders to examine performance data from multiple angles. Daily journaling tools enable documentation of trade decisions, market conditions, and strategy execution. Goal-tracking features allow users to set and monitor targets related to profit, win rate, and risk management, with visual indicators displaying progress toward objectives. SureInsight functions as a comprehensive system for documenting trades, analyzing performance data, and monitoring adherence to trading plans. ## What is SureInsight used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15.99 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 SureInsight?[Manage this product listing](https://www.g2.com/products/sureinsight/claim_requests/new?auto=true) ## SureInsight Overview Updated September 2026 AI summary SureInsight is an investment management platform for organizations of any size seeking to track investments, monitor compliance, assess portfolio performance, and manage risk. It features an AI Copilot, real-time data, and analytics tools, supporting integration with MetaTrader 5. Available via web and mobile, it helps teams oversee trading activities and make informed investment decisions. ## 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. ### SureInsight 0.0 VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price $15.99 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 3.9 (278) Value For Money 0.0 (0) Value For Money 4.0 (266) Customer Service 0.0 (0) Customer Service 4.4 (273) ## SureInsight alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars Highest Rated [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) ## FAQs about SureInsight Overview ### What company size and specific industries is SureInsight built for? SureInsight is designed for traders and trading professionals, including trading analysts, prop firm traders, forex traders, day traders, swing traders, and retail investors. It is aimed at individual users and trading firms that need advanced trade analytics and AI-driven insights for financial markets. Features and Usability ### What are the key features of SureInsight? SureInsight includes AI Copilot, compliance tracking, investments tracking, performance metrics, portfolio management, real-time data, reporting and analytics, and risk management. These features cover portfolio oversight, compliance monitoring, investment analysis, performance measurement, and risk review in one platform. Pricing ### How much does it cost and what fees or limitations are included? SureInsight starts at free with a Free version for getting started, including Basic Analytics, CSV Imports, a Daily Journal, Manual Trade Entry, limited Enki AI Trading Companion, and up to 3 trading accounts. The Pro plan costs $15.99 per month flat rate and adds Advanced Analytics, MT5 Autosync, Priority Support, and unlimited accounts. Integrations ### Which third-party tools and platforms does SureInsight integrate with? SureInsight integrates with MetaTrader 5. Getting Started and Support ### What training and onboarding options does SureInsight offer? SureInsight provides webinars, documentation, and videos to help teams get started. Webinars support live, guided instruction, documentation offers written reference material for setup and feature review, and videos provide visual walkthroughs that users can follow at their own pace. Getting Started and Support ### What customer support options does SureInsight offer? SureInsight provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users written help and self-service resources for common questions and account issues. ## 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%**) SureInsight supports all three of the features reviewers value most: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to review trends and outcomes, and keep investment activity organized, helping businesses make informed decisions and monitor performance more effectively. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Compliance Tracking Track and report regulatory data to either internal management or external stakeholders 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 Real-Time Data Receive data and information in real time SureInsight 8 features ### All Features - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - 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 - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- ## Pricing Free Version [View pricing plan details](https://www.capterra.com/p/10038062/SureInsight/pricing/) Free $0.00 It includes: - Up to 3 trading accounts - Manual Trade Entry - Basic Analytics - Daily Journal - CSV Imports - Limited Enki AI Trading Companion Pro $15.99 Flat Rate,Per Month It includes: - Unlimited Trading Accounts - Advanced Analytics and Reporting - MT5 Autosync - cTrader Autosync - Ad-free Experience - Priority Support - Unlimited Enki AI Trading Companion ## Integrations [ MetaTrader 5](https://www.capterra.com/p/230413/MetaTrader-5/) ## 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.