--- title: "TrackEdge Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TrackEdge Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/10038273/TrackEdge/" page_type: "product" language: "en" --- # TrackEdge 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) 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/)[Project Management](https://www.capterra.com/project-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 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 TrackEdge?[Manage this product listing](https://www.g2.com/products/trackedge/claim_requests/new?auto=true) ## 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. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $12.5 Flat Rate, Per Year Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (26,641) Value For Money 0.0 (0) Value For Money 4.2 (20,480) Customer Service 0.0 (0) Customer Service 4.0 (20,738) ## TrackEdge alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](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 Highest Rated [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,663)](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/) [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## 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 rather than a specific company size or industry. It suits individuals who need integrated tools for trading, portfolio tracking, and financial planning, making it a fit for personal investing and trading use cases. Features and Usability ### What are the key features of TrackEdge? TrackEdge offers portfolio management, portfolio accounting, and stock tracking, along with watch lists and alerts/notifications for monitoring holdings. It also includes financial reporting, financial analysis, budgeting/forecasting, risk analysis, and what-if analysis. Additional features include data import/export, multi-currency support, tax management, 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, and offers a free version. Pro Monthly costs $15/month, while Trader is $20 per year or $24/month. Pro includes 30-minute delayed prices, and Trader adds real-time prices, alerts, and tax reports. Getting Started and Support ### What training and onboarding options does TrackEdge offer? TrackEdge provides documentation for teams getting started. This written material can serve as a self-paced reference for setup steps, feature explanations, and ongoing use guidance. No other training formats are listed in the catalog data. 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 resources give users a way to submit questions, search common answers, and find self-service guidance. ## Features AI summary Based on 116 Project Management 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%**) TrackEdge supports all three of the features reviewers value most: **Portfolio Management**, **Financial Analysis**, and **Monitoring**. Together, these capabilities help businesses organize holdings, assess portfolio performance, and keep track of market activity, allowing teams to make more informed investment decisions and respond faster to changing conditions. 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 ### All Features - 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 - 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 - Financial Reporting: Generate reports to assess the financial performance of an organization - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - 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 - Multi-Currency: Manage and handle various international currencies - 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 - Risk Analysis: Analyze potential risks across the organization - Stock Management: Manage the buying, selling, and holding of stocks - Stock Tracking: Monitor and track stocks across portfolios and watch lists, - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Watch List: View and track activity related to an individual, transaction, etc. - What-if Analysis: Provides varying estimates based on different scenarios --- Get Advice We can help you find the software with the features you need. ## Pricing Free Version [View pricing plan details](https://www.capterra.com/p/10038273/TrackEdge/pricing/) 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.