# CoverEdge Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CoverEdge Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/10049183/CoverEdge --- # CoverEdge Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 2, 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) CoverEdge ## What is CoverEdge? CoverEdge is portfolio management software for tracking covered calls, cash-secured puts, and wheel strategy investments. The platform combines AI-enhanced research with ledger-first accounting to manage premium income across positions and roll cycles. The opportunity screener ranks setups across tickers by annualized yield and probability of expiring out of the money, with filters for watchlists, positions, or open calls. AI analysis integrates stock news, market events, and technical data to summarize top candidates. The software offers managed AI functionality and optional bring-your-own-key capability. Roll analysis includes assignment-aware scenarios, safe strike calculations, and recovery tracking. Brokerage sync connects to US and Canadian brokerages via SnapTrade, importing trades automatically. The income dashboard tracks weekly premiums, best weeks, and trends. Data security includes AES-256 encryption and SOC 2 compliance. ## What is CoverEdge 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 $19.99 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 CoverEdge?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://coveredge.io/&name=CoverEdge) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Financial Management Plan, manage, and track the financial activities of an individual or organization Generative AI Use AI to generate content in the form of text, images, videos, etc. Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Investment Management Manage and handle financial assets as well as other investments. CoverEdge 16 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Import and export data to and from software applications Plan, manage, and track the financial activities of an individual or organization Use AI to generate content in the form of text, images, videos, etc. Establish measurable goals and objectives and track their progress over a specific period of time Manage and handle financial assets as well as other investments. 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 Reallocation of assets to reflect changing investment goals or market conditions Visualize and measure the performance of portfolios Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Manage the buying, selling, and holding of stocks Monitor and track stocks across portfolios and watch lists, Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Set up connections to third-party platforms to improve business processes View and track activity related to an individual, transaction, etc. ## Pricing Free Trial Free Version Free Tier $0.00 It includes: - Core trade tracking - Ledger-first profit and loss (P&L) tracking - Position management - Brokerage sync with 20+ US and Canadian brokerages - Full built-in learning center Pro Subscription $19.99 Flat Rate,Per Month It includes: - All features from the Free Tier - Research tools - AI-enhanced analysis - Roll analysis - Income analytics - Email notifications - Managed AI with a daily quota of 500 calls/day ## 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.