# Pinion Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Pinion Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/10043208/Pinion --- # Pinion Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Pinion ## What is Pinion? Pinion is investment tracking software that consolidates angel investments and private holdings into a unified dashboard, replacing spreadsheets with automated valuation tracking and performance metrics. Users can import portfolios via spreadsheet uploads or add investments manually, with values updating automatically. The dashboard provides a complete portfolio view, displaying investments, valuations, and total exposure. AI-powered updates analyze portfolio communications for sentiment, metrics, and red flags, while integration with Model Context Protocol enables natural language queries. The platform tracks value changes over time without quarterly file versioning. Performance insights reveal returns and trends within holdings. Pinion ensures data security with strict access controls and offers quick setup through templates or manual entry. It eliminates manual calculations and file management, delivering clear insights and streamlined tracking for private holdings. ## What is Pinion used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $4.95 Per User, Per Month Free trial not available 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 Pinion?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://pinion.vc/&name=Pinion) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Categorization/Grouping Organize and group data or items based on various criteria Data Import/Export Import and export data to and from software applications For Investment Advisors Used by financial advisors and money managers Generative AI Use AI to generate content in the form of text, images, videos, etc. Historical Reporting Information, data and reports that are being tracked over time Pinion 13 features A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Organize and group data or items based on various criteria Import and export data to and from software applications Used by financial advisors and money managers Use AI to generate content in the form of text, images, videos, etc. 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 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 Monitor and track stocks across portfolios and watch lists, Interact with data visualization elements, such as charts and graphs, to drill down into data ## Pricing Free Version Family Plan $4.95 Per User,Per Month It includes: - Shared workspace - Everything in the Free plan - AI-powered investor updates - AI portfolio assistant (Model Context Protocol - MCP) Team Plan $19.95 Per User,Per Month It includes: - Shared workspace - Everything in the Free plan - AI-powered investor updates - AI portfolio assistant (MCP) ## Integrations [ Claude](https://www.capterra.com/p/10011218/Claude/)[ Cursor](https://www.capterra.com/p/10033962/Cursor/)[ Windsurf](https://www.capterra.com/p/10033961/Windsurf/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)