---
description: Learn more about PORTAX pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: PORTAX Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [PORTAX](/software/188095/portax-after-tax-portfolio-analysis)

# PORTAX

Canonical: https://www.capterra.ca/software/188095/portax-after-tax-portfolio-analysis

> After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses PORTAX?

Wealth Managers, Financial Advisors, Family Offices, Investors, Portfolio Management

## About the vendor

- **Company**: PortaxSoftware
- **Location**: Ashland, OR  97520, US
- **Founded**: 1994

## Commercial Context

- **Starting Price**: US$89.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Pricing starts at $89 per month per user
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Argentina, Australia, Austria, Belgium, Bulgaria, Canada, Cyprus, Czechia, Denmark, Egypt, Finland, France, Germany, Greece, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Ireland and 24 more

## Features

- Benchmarking
- Bonds/Stocks
- Client Management
- Investments Tracking
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing
- Risk Management Software

## Support Options

- Email/Help Desk

## Category

- [Stock Portfolio Management Software](https://www.capterra.ca/directory/31242/stock-portfolio-management/software)

## Related Categories

- [Stock Portfolio Management Software](https://www.capterra.ca/directory/31242/stock-portfolio-management/software)
- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)

## Alternatives

1. [Sharesight](https://www.capterra.ca/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [Morningstar Direct](https://www.capterra.ca/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
3. [Aladdin](https://www.capterra.ca/software/1055902/aladdin) — 4.0/5 (1 reviews)
4. [HedgeGuard](https://www.capterra.ca/software/166999/hedgeguard) — 4.7/5 (9 reviews)
5. [Unity](https://www.capterra.ca/software/1036792/unity) — 5.0/5 (3 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/188095/portax-after-tax-portfolio-analysis)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/188095/portax-after-tax-portfolio-analysis> |
| de-AT | <https://www.capterra.at/software/188095/portax-after-tax-portfolio-analysis> |
| de-CH | <https://www.capterra.ch/software/188095/portax-after-tax-portfolio-analysis> |
| en | <https://www.capterra.com/p/188095/PORTAX-After-Tax-Portfolio-Analysis/> |
| en-AE | <https://www.capterra.ae/software/188095/portax-after-tax-portfolio-analysis> |
| en-AU | <https://www.capterra.com.au/software/188095/portax-after-tax-portfolio-analysis> |
| en-CA | <https://www.capterra.ca/software/188095/portax-after-tax-portfolio-analysis> |
| en-GB | <https://www.capterra.co.uk/software/188095/portax-after-tax-portfolio-analysis> |
| en-IE | <https://www.capterra.ie/software/188095/portax-after-tax-portfolio-analysis> |
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| en-SG | <https://www.capterra.com.sg/software/188095/portax-after-tax-portfolio-analysis> |
| en-ZA | <https://www.capterra.co.za/software/188095/portax-after-tax-portfolio-analysis> |
| es | <https://www.capterra.es/software/188095/portax-after-tax-portfolio-analysis> |
| es-AR | <https://www.capterra.com.ar/software/188095/portax-after-tax-portfolio-analysis> |
| es-CL | <https://www.capterra.cl/software/188095/portax-after-tax-portfolio-analysis> |
| es-CO | <https://www.capterra.co/software/188095/portax-after-tax-portfolio-analysis> |
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| es-PA | <https://www.capterra.com.pa/software/188095/portax-after-tax-portfolio-analysis> |
| es-PE | <https://www.capterra.pe/software/188095/portax-after-tax-portfolio-analysis> |
| fr | <https://www.capterra.fr/software/188095/portax-after-tax-portfolio-analysis> |
| fr-BE | <https://fr.capterra.be/software/188095/portax-after-tax-portfolio-analysis> |
| fr-CA | <https://fr.capterra.ca/software/188095/portax-after-tax-portfolio-analysis> |
| fr-LU | <https://www.capterra.lu/software/188095/portax-after-tax-portfolio-analysis> |
| it | <https://www.capterra.it/software/188095/portax-after-tax-portfolio-analysis> |
| ja | <https://www.capterra.jp/software/188095/portax-after-tax-portfolio-analysis> |
| ko | <https://www.capterra.co.kr/software/188095/portax-after-tax-portfolio-analysis> |
| nl | <https://www.capterra.nl/software/188095/portax-after-tax-portfolio-analysis> |
| nl-BE | <https://www.capterra.be/software/188095/portax-after-tax-portfolio-analysis> |
| pl | <https://www.capterra.pl/software/188095/portax-after-tax-portfolio-analysis> |
| pt | <https://www.capterra.com.br/software/188095/portax-after-tax-portfolio-analysis> |
| pt-PT | <https://www.capterra.pt/software/188095/portax-after-tax-portfolio-analysis> |
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