# TrackEdge Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TrackEdge Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/10038273/TrackEdge --- # TrackEdge Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 3, 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) TrackEdge ## What is TrackEdge? TrackEdge is trading journal software that combines portfolio tracking and budget planning capabilities. The platform syncs trade data from the journal to the budget, automatically reflecting profits and losses without manual entry. The portfolio tracker delivers live prices for over 170,000 tickers across 70+ global exchanges, offering analytics such as unrealized P&L, sector breakdowns, diversification analysis, and S&P 500 benchmarking. Price alerts and custom watchlists can be configured within the system. The budget planner monitors savings goals, spending trends, and the 50/30/20 rule, updating automatically when trades are closed. TrackEdge supports multiple currencies and consolidates trading, portfolio management, and budgeting functions into one platform. The software generates detailed performance reports that can be exported or emailed. It provides a centralized solution for managing trading activity and personal finances. ## What is TrackEdge used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $12.5 Flat Rate, Per Year 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 TrackEdge?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.trackedge.org&name=TrackEdge) ## 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. ### TrackEdge 0.0 VS. [4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $12.5 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (637) Value For Money 0.0 (0) Value For Money 4.0 (544) Customer Service 0.0 (0) Customer Service 4.0 (576) ## TrackEdge alternatives [4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,504)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) ## FAQs about TrackEdge Overview ### What company size and specific industries is TrackEdge built for? TrackEdge is designed for retail investors, active traders, and budget-conscious users who need tools for trading, portfolio tracking, and financial planning. It is aimed at individual users rather than businesses, and it fits the finance and investment sector. Features and Usability ### What are the key features of TrackEdge? TrackEdge offers portfolio management and portfolio accounting, along with stock tracking, watch lists, and alerts/notifications for market monitoring. It also includes financial reporting, historical reporting, data visualization, and visual analytics, plus budgeting/forecasting, risk analysis, what-if analysis, tax management, multi-currency support, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? TrackEdge starts at $12.5 per year for the Pro plan, billed annually at $150/year, with a Pro Monthly option at $15/month. The Trader plan costs $20 per year, or $24 monthly. A free version is available, and both Pro tiers include unlimited trades and holdings. Getting Started and Support ### What training and onboarding options does TrackEdge offer? TrackEdge provides documentation for teams getting started. Documentation gives written reference material for setup, feature review, and step-by-step guidance that users can consult as needed during onboarding and later use. Getting Started and Support ### What customer support options does TrackEdge offer? TrackEdge provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users a place to submit questions, search common answers, and review guidance at their own pace. No reviewer feedback is available here to describe response times, helpfulness, or recurring support issues. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Budgeting/Forecasting Create budgets based on historical data and future projections Categorization/Grouping Organize and group data or items based on various criteria Data Import/Export Import and export data to and from software applications Data Visualization Graphical representation of data TrackEdge 26 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Create budgets based on historical data and future projections Organize and group data or items based on various criteria Import and export data to and from software applications Graphical representation of data 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 Generate reports to assess the financial performance of an organization Establish measurable goals and objectives and track their progress over a specific period of time 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 Manage and handle various international currencies 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 Analyze potential risks across the organization Manage the buying, selling, and holding of stocks Monitor and track stocks across portfolios and watch lists, Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data View and track activity related to an individual, transaction, etc. Provides varying estimates based on different scenarios Get Advice We can help you find the software with the features you need. ## Pricing Free Version Pro $12.50 Flat Rate,Per Year It includes: - Unlimited trades and holdings - 30-minute delayed live prices from 70+ exchanges - CSV import/export & trade tags - Budget goals & calendar - Performance reports & email delivery Pro Monthly $15.00 Flat Rate,Per Month It includes: - Unlimited trades and holdings - 30-minute delayed live prices from 70+ exchanges - CSV import/export & trade tags - Budget goals & calendar - Performance reports & email delivery Trader $20.00 Flat Rate,Per Year It includes: - Everything in Pro Plan - Real-time prices (continuously updated throughout the market day) - Price alerts & analytics - Portfolio history vs. SPY benchmark - Tax report (PDF + CSV) - Savings goals with custom budget rules (50/30/20 or custom) Trader Monthly $24.00 Flat Rate,Per Month It includes: - Everything in Pro Plan - Real-time prices (continuously updated throughout the market day) - Price alerts & analytics - Portfolio history vs. SPY benchmark - Tax report (PDF + CSV) - Savings goals with custom budget rules (50/30/20 or custom) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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.