--- title: "Cubits Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cubits Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more." source_url: "https://www.capterra.com/p/171209/Cubits/" page_type: "product" language: "en" --- # Cubits 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) Cubits ## What is Cubits? Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented. ## What is Cubits used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$650 Flat Rate, Per Month 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 Cubits?[Manage this product listing](https://www.g2.com/products/optimizer/claim_requests/new?auto=true) ## 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. ### Cubits 5.0 (2) VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price CA$650 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 3.3 (43) Value For Money 5.0 (2) Value For Money 2.5 (38) Customer Service 5.0 (2) Customer Service 4.5 (38) ## Cubits alternatives Highest Rated [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (710)](https://www.capterra.com/p/246167/Cash-App/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/246167/Cash-App/) [Active Trader Pro](https://www.capterra.com/p/210415/Active-Trader-Pro/) [3.2 (13)](https://www.capterra.com/p/210415/Active-Trader-Pro/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 46% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210415/Active-Trader-Pro/) [xtb](https://www.capterra.com/p/252510/xtb/) [4.1 (9)](https://www.capterra.com/p/252510/xtb/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/252510/xtb/) ## FAQs about Cubits Overview ### What company size and specific industries is Cubits built for? Cubits is designed for investment firms of all sizes, especially investment advisors, portfolio managers, investment managers, and hedge funds. It fits financial services organizations that need tools tailored to portfolio oversight, client advisory work, and investment management operations. Features and Usability ### What are the key features of Cubits? Cubits offers portfolio management as its core feature, with client management, portfolio accounting, and risk management for investment advisors and traders. These features support account oversight, portfolio tracking, and risk monitoring within advisory and trading workflows. Getting Started and Support ### What training and onboarding options does Cubits offer? Cubits provides live online training sessions for teams getting started with the product. These sessions support guided setup and direct instruction from a trainer, giving users a structured way to learn the platform and ask questions during onboarding. ## Features AI summary Based on 116 Stock Portfolio Management reviews Capterra data shows that buyers of stock portfolio management software rank the following features as their top priorities: - **Portfolio Management** (**65%** of reviewers rated this feature as critical) - **Financial Analysis** (**50%**) - **Monitoring** (**53%**) Cubits supports **Portfolio Management**, giving investors a central place to organize holdings and track portfolio activity. However, it does not include **Financial Analysis** or **Monitoring**. Instead, it offers **Portfolio Accounting** (**50%**), which can help users maintain accurate records of transactions, balances, and asset performance. These capabilities help businesses keep portfolio data organized and support more informed investment decisions. Client Management Manage contact details and communication with clients For Investment Advisors Used by financial advisors and money managers Portfolio Accounting Tracking and logging the performance, risks, gains and losses of investments Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Cubits 5 features ### All Features - Client Management: Manage contact details and communication with clients - For Investment Advisors: Used by financial advisors and money managers - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic CA$650.00 Flat Rate,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews ## Support, customer service and training options Customer Service 5.0 (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 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DY Douglas Y. Portfolio Manager ### "Screen opportunities and test strategies" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 January 21, 2018 Pros Simple and easy to use, great for risk management. Built by portfolio manager so very intuitive for professionals. Integrated with a lot of statistics and simulations. Cons Need dynamic hedging on option strategy. I trade options and hope to have option hedging simulations for my strategy building. Current simulation provides price distributions but the ability to hedge with real time options and simulate would be helpful. Please consider adding the feature. 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. Response from Vendor January 22, 2018 Dynamic hedging is one of the upcoming featured functions on our list. We should have it fully tested and implemented before Spring this year. You will receive an update soon. Thank for your support. TR Thomas R. Investment Manager Investment Management ### "Must have platform for registered investment managers." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 21, 2017 Risk controlled, security performance, and client engagement. Pros The platform is well structured with functional, useful features. It helps me understand and manage risks. I also can rely on its fundamental research. Cons Need more documentations. It is quite self-explained for most parts but it is still a very sophisticated piece of software with tons of formulas and quantitative measures and functions. Live support is available but more documentation would be helpful. 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. ## 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.