# SureInsight Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SureInsight Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10038062/SureInsight --- # SureInsight Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 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 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 SureInsight?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://sureinsight.app&name=SureInsight) ## 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 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## SureInsight alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/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/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](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 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [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 [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## FAQs about SureInsight Overview ### What company size and specific industries is SureInsight built for? SureInsight is designed for traders and trading professionals in the financial services sector, including trading analysts, prop firm traders, forex traders, day traders, swing traders, and retail investors. It fits individual users and small trading teams seeking advanced trade analytics and AI-driven market insights. Features and Usability ### What are the key features of SureInsight? SureInsight offers AI Copilot, compliance tracking, investments tracking, performance metrics, portfolio management, real-time data, reporting and analytics, and risk management. These features cover portfolio oversight, regulatory monitoring, investment monitoring, performance measurement, and data analysis in one system. Pricing ### How much does it cost and what fees or limitations are included? SureInsight starts at free with a Free version for basic analytics, CSV imports, daily journal, manual trade entry, and up to 3 trading accounts. The Pro plan costs $15.99 per month as a flat rate and adds advanced analytics, MT5 and cTrader autosync, priority support, unlimited accounts, and unlimited Enki AI trading. Integrations ### Which third-party tools and platforms does SureInsight integrate with? SureInsight connects natively to 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 instruction and questions, documentation offers written reference for setup and features, and videos give visual walkthroughs that users can review 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 several ways to get help, find answers, and resolve issues through self-service or direct contact. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Track and report regulatory data to either internal management or external stakeholders Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties ## Pricing Free Version 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.