--- title: "TradeLog Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TradeLog Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/161856/TradeLog/" page_type: "product" language: "en" --- # TradeLog Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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) TradeLog ## What is TradeLog? On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders. ## What is TradeLog used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $89 Per Feature, Per Year Free trial available Free version not included 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 TradeLog?[Manage this product listing](https://www.g2.com/products/tradelog/claim_requests/new?auto=true) ## TradeLog Overview Updated September 2026 AI summary TradeLog is an investment management solution for small and midsize businesses, offering tools for tracking bonds, stocks, and other investments while monitoring compliance and performance metrics. With features such as accounting, alerts, support for commodity futures, and capabilities for both investment advisors and traders, TradeLog is deployed on Windows to assist in managing and analyzing diverse portfolios. ## 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. ### TradeLog 3.0 (2) VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price $89 Per Feature, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 2.5 (2) Ease Of Use 3.9 (108) Value For Money 3.0 (2) Value For Money 4.0 (84) Customer Service 4.0 (2) Customer Service 4.4 (91) ## TradeLog alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) Highest Rated [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](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 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [View all alternatives](https://www.capterra.com/p/161856/TradeLog/alternatives/) ## FAQs about TradeLog Overview ### What company size and specific industries is TradeLog built for? TradeLog is designed for small to midsize businesses that need Windows-based tax computing software for IRS-compliant reporting. It is suited to organizations managing trade history and tax records, especially businesses that handle frequent trade transactions and need accurate tax reports. Features and Usability ### What are the key features of TradeLog? TradeLog offers accounting, compliance tracking, and investments tracking for investment advisors, investors, and traders. It also includes bonds/stocks and commodity futures support, fund management, performance metrics, and alerts/notifications for monitoring activity and records across investment portfolios. Getting Started and Support ### What training and onboarding options does TradeLog offer? TradeLog provides documentation to help teams get started and reference product instructions as needed. Documentation supports self-paced learning and gives written guidance for setup, feature use, and common tasks. Getting Started and Support ### What customer support options does TradeLog offer? TradeLog provides chat support for customer help. No reviewer feedback about support experience is available, so response times, helpfulness, and common frustrations are not documented in the catalog data. ## Features AI summary Based on 877 Investment Management reviews Not all Investment Management products cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) TradeLog includes **Performance Metrics** and **Investments Tracking**, giving teams the ability to monitor portfolio results and keep a clear record of investment activity over time. However, it does not include **Reporting/Analytics**. By covering **Performance Metrics** and **Investments Tracking**, the product helps businesses evaluate returns, follow asset movements, and maintain better visibility into investment performance. 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 Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Compliance Tracking Track and report regulatory data to either internal management or external stakeholders For Investment Advisors Used by financial advisors and money managers TradeLog 10 features ### All Features - 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 - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. --- Features 3.0 (2) 3.0 Based on 2 reviews ## Pricing Value for money 3.0 (2) Free Trial Basic $89.00 Per Feature,Per Year Value for money 3.0 (2) 3.0 Based on 2 reviews ## Support, customer service and training options Customer Service 4.0 (2) 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 4.0 (2) 4.0 Based on 2 reviews ## User reviews Overall rating 3.0 Based on 2 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent RG richard G. trader Banking ### "Not compatible with Mac!!!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 April 20, 2022 very poor Pros speed of response from customer service, but after about 10 exchanges they only told me that the software is not compatible with Mac! In 2022!?? How is that possible? Cons Not compatible with Mac! How is that possible in 2022, when most people use macs? 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. AN Anonymous User CEO Accounting ### "Tradelog keeps your trade log with ease" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 6, 2020 Overall my experience is positive as I have found TradeLog to be improving year over year. Pros Trades are easy to reconcile and easy to import. The software also comes with analytics and reports that make it easy to see trends and issues Cons The pricing for new subscribers is often on special at a cost that is less than I pay for a year subscription. When I asked to add another year to my subscription at the reduced price I was told that this was not possible. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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.