# Portfolio Manager Pricing 2026 | Capterra

> Learn more about Portfolio Manager pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/82678/LiquidPlanner/pricing

---

# Pricing for Portfolio Manager

[4.3 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

Write a Review!

## [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/) has **3** pricing plans

-   Yes, has free trial
-   No free version

**Credit Card Required:** No

**Discount:** Information not available

### Essentials

$15

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Essentials plan includes:

-   5000 Max Tasks
-   Personal Work Views
-   Alerts & Insights
-   Automatic Resource Leveling
-   Availability Management

### Professional

$28

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Professional plan includes:

-   50000 Max Tasks
-   Alerts & Insights
-   Automatic Resource Leveling
-   Availability Management
-   Board Views

### Ultimate

$42

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Ultimate plan includes:

-   Unlimited Max Tasks
-   Alerts & Insights
-   Automatic Resource Leveling
-   Availability Management
-   Board Views

## Popular alternatives to [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)

Looking to learn more about Project Management software similar to Portfolio Manager? Check out these popular alternatives that are closest in terms of key features, functionality, and benefits.

[Clockify](https://www.capterra.com/p/169607/Clockify/)

by CAKE.com

[4.8 (9243)](https://www.capterra.com/p/169607/Clockify/reviews/)

Starting Price:$4.99/month

[LEARN MORE](https://www.capterra.com/p/169607/Clockify/)

by Atlassian

[4.4 (15371)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting Price:$7.91/month

[LEARN MORE](https://www.capterra.com/p/19319/JIRA/)

by Asana

[4.5 (13574)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting Price:$10.99/month

[LEARN MORE](https://www.capterra.com/p/184581/Asana-PM/)

[monday.com](https://www.capterra.com/p/147657/monday-com/)

by monday.com

[4.6 (6037)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price:$9/month

[LEARN MORE](https://www.capterra.com/p/147657/monday-com/)

[Trello](https://www.capterra.com/p/211559/Trello/)

by Atlassian

[4.5 (23533)](https://www.capterra.com/p/211559/Trello/reviews/)

Starting Price:$5/month

[LEARN MORE](https://www.capterra.com/p/211559/Trello/)

[View all alternatives](https://www.capterra.com/p/82678/LiquidPlanner/alternatives/)

## What do others say about [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/) pricing?

Pricing RatingN/A

Value For Money[4.0(669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

Pros

Cons

[Read All 669 Reviews](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

Read Full Reviews Below

Josh W.

Project Management

Graphic Design, 11-50 employees

Used the software for: I used a free trial

**

Overall Rating

4.0

**

Ease of Use

3.0

Customer Service

4.0

Features

4.0

Value for Money

4.0

Likelihood to Recommend

70%

7/10

Reviewer Source

Source: Capterra

January 5, 2026

"Efficient and Insightful Investment Management Tool"

**Overall:** Overall, my experience with a portfolio manager has been positive. It simplifies tracking and managing investments, helps make informed financial decisions, and provides a clear overview of performance, even though it can be a bit complex for newcomers and occasionally limited in real-time features.

**Pros:** What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place. It makes tracking performance, balancing risk, and making informed decisions easier by presenting data in an organised and easy-to-understand way.

**Cons:** Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs, and sometimes lacks real-time updates or advanced customisation unless you’re using a premium version.

Solomon O.

Production of Wiring Harness

Automotive, 201-500 employees

Used the software for: 2+ years

**

Overall Rating

5.0

**

Ease of Use

5.0

Customer Service

5.0

Features

4.0

Value for Money

5.0

Likelihood to Recommend

90%

9/10

Reviewer Source

Source: Capterra

December 16, 2024

"Sophisticated Tool for PPM: LiquidPlanner"

**Pros:** LiquidPlanner allocates a wide range of features in one single integrated repository such as TM, PM and RMM.

**Cons:** I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv.

[Read All 669 Reviews](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

## How should I be thinking about software pricing?

[

Be an Informed Buyer: Understanding the True Cost of Business Software

It's not just you-budgeting for business software is complicated. We're here to break it down.

](https://www.capterra.com/resources/business-software-cost/)