# 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 --- # 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)[FAQs](#faqs)[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 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 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. [### 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 Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 3.6 (251) Value For Money 5.0 (1) Value For Money 3.8 (241) Customer Service 5.0 (1) Customer Service 4.2 (247) ## CircleCastle alternatives [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/) Highest Rated [DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (39)](https://www.capterra.com/p/205089/DealCheck/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205089/DealCheck/) ## FAQs about CircleCastle Overview ### What company size and specific industries is CircleCastle built for? CircleCastle is designed for day traders, futures traders, forex traders, and trading mentors. It serves individuals and small trading businesses that need software for active market trading and mentorship in financial markets. Features and Usability ### What are the key features of CircleCastle? CircleCastle offers portfolio management, investments tracking, and client management for managing accounts and holdings. It also includes real-time data, financial analysis, benchmarking, and risk management, plus customizable reports, visual analytics, activity dashboards, alerts/notifications, and third-party integrations for reporting and collaboration. Getting Started and Support ### What training and onboarding options does CircleCastle offer? CircleCastle provides documentation for teams getting started. Documentation gives users written reference material for setup steps, feature guidance, and later review as needed. No other training formats are listed in the catalog data. Getting Started and Support ### What customer support options does CircleCastle offer? CircleCastle provides email/help desk, FAQ/forum, and chat support. Users can contact the support team through these channels and check self-serve help content for common questions. No reviewer feedback on support experience is available, so response speed and helpfulness cannot be assessed from user reports. ## 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 AI models, 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) 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 ## 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.