# Veld Portfolio Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Veld Portfolio Software - reviews, pricing plans, popular comparisons to other Data Analysis products and more.

Source: https://www.capterra.com/p/10041152/Veld-Portfolio

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# 

 Veld Portfolio Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on May 4, 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)

Veld Portfolio

## What is Veld Portfolio?

Veld Portfolio is analytics and underwriting software for rental property investors, centralizing property data to eliminate spreadsheets and provide real-time insights. Investors input details like purchase price, rent, expenses, and mortgage information, and the system calculates metrics such as equity, cash flow, cap rate, and loan-to-value ratio. Live market data offers rent and value estimates for benchmarking. The underwriting tool evaluates potential investments, calculating metrics like cash flow, cap rate, and cash-on-cash return, with scenario modeling to adjust assumptions and project returns. Features include mortgage amortization tracking, CSV import/export, and calculators for various strategies. Veld Portfolio complements banking, accounting, and property management systems but does not handle rent collection, payment processing, bank synchronization, transaction imports, or tenant screening.

## What is Veld Portfolio used for?

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

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$15

Flat Rate, Per Month

Free trial  
available

Includes Free Version

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

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

## 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.

### Veld Portfolio

0.0

VS.

[0.0](https://www.capterra.com/p/10004097/GaiaLens/#reviews)

Starting Price

$15

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

0.0 (0)

Value For Money

0.0 (0)

Value For Money

0.0 (0)

Customer Service

0.0 (0)

Customer Service

0.0 (0)

## Veld Portfolio 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/)

[TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/)

[4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews)

Starting price

$107.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10001451/TrendSpider/)

Highest Rated

[Bob Finance](https://www.capterra.com/p/219079/Mosaic/)

[4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/219079/Mosaic/)

[Etops](https://www.capterra.com/p/10020644/Etops/)

[0.0](https://www.capterra.com/p/10020644/Etops/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10020644/Etops/)

## FAQs about Veld Portfolio

Overview

### What company size and specific industries is Veld Portfolio built for?

Veld Portfolio is designed for real estate investors, landlords, property owners, and rental property managers of all sizes who need tools for managing rental properties and property portfolios. It is best suited to the real estate and property management sector rather than general business use.

Features and Usability

### What are the key features of Veld Portfolio?

Veld Portfolio offers portfolio management, investments tracking, performance metrics, and investment research for advisors and investors. It also includes forecasting, predictive analytics, benchmarking, and trend analysis, plus dashboards, alerts/notifications, reporting/analytics, data visualization, and data import/export for monitoring and visual discovery.

Pricing

### How much does it cost and what fees or limitations are included?

Veld Portfolio offers a free version and free trial, with the Investor Plan starting at $15 per month for up to 5 properties and 20 saved deals. The Pro Plan is $29 per month for up to 20 properties and 50 deals. Annual billing saves about two months versus monthly.

Integrations

### Which third-party tools and platforms does Veld Portfolio integrate with?

Veld Portfolio connects natively to RentCast.

Getting Started and Support

### What training and onboarding options does Veld Portfolio offer?

Veld Portfolio provides documentation as its training option. This gives teams written reference material for reviewing features, setup steps, and product guidance at their own pace.

Getting Started and Support

### What customer support options does Veld Portfolio offer?

Veld Portfolio provides email/help desk support and a knowledge base for customer assistance. No reviewer feedback about support quality is available, so user experience with response times, helpfulness, or common frustrations cannot be assessed from the catalog data.

## Features

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

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

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

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Data Discovery

Discover and connect variety of data sources to the application for analysis

Data Import/Export

Import and export data to and from software applications

Veld Portfolio 20 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Discover and connect variety of data sources to the application for analysis

Import and export data to and from software applications

Graphical representation of data

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Form predictions based on past and present data/trends

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Monitor capital allocation and asset prices over time

Observe and track the demand, usage, progress or quality of a system, product, or user

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

Predict future data based on historical data sets

View and track pertinent metrics to find patterns and gain insights from data

Review data from past periods to reveal recurring tendencies and predict future performance

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

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## Pricing

Free Trial

Free Version

Investor Plan

$15.00

Flat Rate,Per Month

It includes:

-   Smart Portfolio Insights
-   5 properties
-   20 saved deals

Pro Plan

$29.00

Flat Rate,Per Month

It includes:

-   Smart Portfolio Insights
-   20 properties
-   50 saved deals

Investor Plan Annual

$150.00

Flat Rate,Per Year

It includes:

-   Smart Portfolio Insights
-   5 Saved Properties
-   20 Saved Deals

Pro Plan Annual

$290.00

Flat Rate,Per Year

It includes:

-   Smart Portfolio Insights
-   20 Saved Properties
-   50 Saved Deals

## Integrations

[

RentCast](https://www.capterra.com/p/230351/RentCast/)

Connect with a Capterra advisor for a free 15-minute consultation

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## 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

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