# CircleCastle Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CircleCastle Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/10038589/CircleCastle

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# 

 CircleCastle Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 24, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CircleCastle

## What is CircleCastle?

CircleCastle is a trading journal and analytics software that helps traders identify patterns and performance gaps. The software provides analytics to track win rates, drawdowns, and expectancy across different strategies and market conditions. Automatic broker integrations log trades with full context, including notes and emotional state tracking. The mentor/student system enables trading coaches to monitor progress through dashboards with leaderboards, alerts, and group analytics. Additional features include tools for refining strategies, pre-trade checklists to enforce discipline, and visual progress tracking. CircleCastle integrates with brokers such as Rithmic, Tradovate, ProjectX, Bybit, Bitunix, and MetaTrader. The platform uses bank-level encryption to protect trading data and maintain privacy.

## What is CircleCastle used for?

[Investment Management](https://www.capterra.com/investment-management-software/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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Our "Best of" badge program showcases products with the highest ratings...

Do you work for CircleCastle?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://circlecastle.com&name=CircleCastle)

## 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.

### CircleCastle

5.0 (1)

VS.

[4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/)

Starting Price

Contact vendor

Starting Price

$3000

Per Feature, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.7 (251)

Value For Money

5.0 (1)

Value For Money

4.8 (241)

Customer Service

5.0 (1)

Customer Service

4.9 (247)

## CircleCastle 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/)

[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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Alerts/Notifications

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Data Import/Export

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

For Investors & Traders

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Used by retail investors and active traders/day traders

Modeling & Simulation

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Portfolio Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

CircleCastle 18 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Compare key metrics for the business against prominent players in the industry

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Alter the layout and content of reports

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

Used by retail investors and active traders/day traders

Monitor capital allocation and asset prices over time

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

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

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

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Support, customer service and training options

Customer Service

5.0 (1)

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

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

IW

Isaiah W.

Agency owner

Marketing and Advertising

### "Best journal in the space"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 24, 2026

Ive tried a lot of journals, and the way that circle castle is going about things gives me high hopes. The backend team seems great the \[sensitive content hidden\] is helpful and involved, constant updates with road maps. I think this is an amazing journal and im glad to be apart of the beta and im excited for whats next! Dont even get me started on the price!

Pros

The interface and the customer support. The \[sensitive content hidden\] is on the ball for answering and helping out with any issues

Cons

No complaints so far other then just wanting more integration but i believe thats in the works. I think the only issue is i wish it was around sooner

Switched from

[Notion](https://www.capterra.com/p/186596/Notion/)

CircleCastle is just better and is an wasy upgrade

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 30, 2026

Thank you so much for the kind words, Isaiah! It means a lot to hear that CircleCastle stands out among the journals you've tried — that's exactly what we're building towards. You're right about more integrations being in the works. We're constantly expanding broker support and new features based on feedback from users like you. The best is definitely still ahead. Really glad to have you as part of the community, and thanks for believing in what we're building. See you in the next update! — Ghost, Founder of CircleCastle

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