--- title: "thinkorswim Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about thinkorswim Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/230493/thinkorswim/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # thinkorswim Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 21, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) thinkorswim ## What is thinkorswim? Investment management platform that helps users manage trade across equities, exchange-traded funds (ETFs), forex, and more. ## What is thinkorswim used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not 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 thinkorswim?[Manage this product listing](https://www.g2.com/products/thinkorswim/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. ### thinkorswim 4.7 (3) VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (3) Ease Of Use 3.9 (278) Value For Money 4.7 (3) Value For Money 4.0 (266) Customer Service 4.3 (3) Customer Service 4.4 (273) ## thinkorswim 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 [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/) [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/) Highest Rated [Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [View all alternatives](https://www.capterra.com/p/230493/thinkorswim/alternatives/) ## Features AI summary Based on 877 Investment Management reviews Capterra reviewers highlight these as the features buyers focus on most when comparing Investment Management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) thinkorswim includes **Performance Metrics** and **Reporting/Analytics**, giving firms a way to monitor returns and review portfolio data in more detail. However, it does not include **Investments Tracking**. Instead, the product offers **Portfolio Management** (**40%**), which can help users organize holdings and oversee allocation decisions in one place. Together, these features help businesses track results, review trends, and make more informed investment decisions. Performance Metrics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Reporting/Analytics 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Portfolio Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Mobile Access 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Real-Time Data 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Receive data and information in real time Visual Analytics 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Interact with data visualization elements, such as charts and graphs, to drill down into data thinkorswim 11 features ### All Features - 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 - 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 - Forecasting: Form predictions based on past and present data/trends - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Features 4.0 (3) 4.0 Based on 3 reviews ## Pricing Value for money 4.7 (3) Value for money 4.7 (3) 4.7 Based on 3 reviews ## Support, customer service and training options Customer Service 4.3 (3) 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 4.3 (3) 4.3 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating Counts reflect reviews available in this feed. 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful PR President President Used the software for: 1-3 years ### "thinkorswim very powerful trading tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 21, 2023 Customer support to help me set up my screen to my liking was absolutely superb. Trade execution has been outstanding. Pros The ability to place "OTO" (one triggers other) orders, as well as the ability to use an accessory api program to engage in algorithmic trading. Cons Sometimes their inventory of stocks to short is a bit slim. Hector V. Director Used the software for: 1-3 years ### "Buena herramienta para realizar tus tradings" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 28, 2023 Thinkorswim es una herramienta sólida para los traders experimentados que buscan una plataforma completa y altamente personalizable para el trading de valores y opciones. Pros Thinkorswim ofrece una plataforma altamente personalizable, lo que permite a los usuarios adaptar la herramienta a sus necesidades y preferencias individuales Cons Thinkorswim puede ser un poco abrumador para los traders principiantes debido a su amplia gama de herramientas y recursos. Puede llevar tiempo aprender a utilizar todas las características y aprovechar al máximo la herramienta. SE self self Used the software for: 3-5 years ### "Think or swim review: Excellent charts and indicators, reasonable backtesting" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 2, 2024 Overall, I am very satisfied with the platform. I am constantly looking for a new edge so being able to code a new strategy would be helpful. Pros Chart clarity and indicators are by far the most important aspect. The ability to code your own strategies is a very nice features, however, learning thinkscript is a tough learning curve. Cons Using thinkscript is difficult to learn. Schwab should consider a detailed course on programming with thinkscript. ## 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.