# Portfolio Genius Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Portfolio Genius Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10046572/Portfolio-Genius --- # Portfolio Genius Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 18, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) Portfolio Genius ## What is Portfolio Genius? Portfolio Genius AI is portfolio management software that consolidates investment accounts and delivers insights across holdings. Integrating with over 2,400 financial institutions via Plaid, it syncs brokerages, retirement accounts, and banks without storing credentials. Supporting stocks, ETFs, and cryptocurrencies, it provides real-time market data from professional-grade sources. The AI analyzes portfolio risk, sector exposure, volatility, and risk tolerance alignment, calculates risk-adjusted returns using the Modified Dietz method, and tracks downside deviation. It detects overlapping holdings, offers asset allocation breakdowns, and sends rebalancing alerts. Users can log trades manually or sync automatically, test strategies with simulated trading, and automate live trades via Alpaca. Data is secured with AES-256 encryption on Firebase and Google Cloud. AI models from OpenAI, Google Gemini, Anthropic Claude, and xAI Grok generate insights on holdings and market conditions. ## What is Portfolio Genius used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10 Flat Rate, Per Month 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 Portfolio Genius?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://teralyt.com&name=Portfolio Genius) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Data Import/Export Import and export data to and from software applications Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk For Investors & Traders Used by retail investors and active traders/day traders Portfolio Genius 20 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Purchase and track both bonds and stocks in the portfolio 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 Manage allocation and performance of financial assets Use AI to generate content in the form of text, images, videos, etc. 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 Access software remotely via mobile devices Manage and track customer orders for goods, investments, or any other purchases 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 Reallocation of assets to reflect changing investment goals or market conditions 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 ## Pricing Free Trial Lite Plan $10.00 Flat Rate,Per Month It includes: - Manage up to 3 portfolios - Weekly portfolio reviews - Basic AI recommendations (limited to 5 AI models) - 10 trade suggestions per month - Community support Premium Plan $20.00 Flat Rate,Per Month It includes: - Unlimited portfolios - Daily portfolio reviews - Access to all 21+ AI models (from OpenAI, Google Gemini, Anthropic Claude, xAI Grok) - Unlimited trade suggestions - Auto-sync with 2,400+ financial institutions via Plaid - Alpaca live trading integration - Priority support - Early access to new features - Community feed access and public leaderboard participation ## 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.