---
description: Detailed reviews on PORTAX based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare PORTAX with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: PORTAX Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/1535/stock-portfolio-management/software) > [PORTAX](/software/2048780/portax)

# PORTAX

Canonical: https://www.getapp.ca/software/2048780/portax

> PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## 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

- API
- Accounting Software
- Benchmarking
- Bonds/Stocks
- Client Management
- Data Import/Export
- Fee Management
- For Investment Advisors
- For Investors & Traders
- For Traders
- Forecasting
- Fund Management
- Investment Management Software
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing
- Risk Management Software

## Support Options

- Email/Help Desk

## Category

- [Stock Portfolio Management Software](https://www.getapp.ca/directory/1535/stock-portfolio-management/software)

## Related Categories

- [Stock Portfolio Management Software](https://www.getapp.ca/directory/1535/stock-portfolio-management/software)
- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.ca/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Aladdin](https://www.getapp.ca/software/2079276/aladdin-1) — 4.0/5 (1 reviews)
3. [HedgeGuard](https://www.getapp.ca/software/109915/hedgeguard) — 4.7/5 (9 reviews)
4. [Sharesight](https://www.getapp.ca/software/2062356/sharesight) — 3.3/5 (3 reviews)
5. [Unity](https://www.getapp.ca/software/2062114/unity-2) — 5.0/5 (3 reviews)

## Links

- [View on GetApp](https://www.getapp.ca/software/2048780/portax)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/software/2048780/portax> |
| de-AT | <https://www.getapp.at/software/2048780/portax> |
| en | <https://www.getapp.com/finance-accounting-software/a/portax/> |
| en-AE | <https://www.getapp.ae/software/2048780/portax> |
| en-AU | <https://www.getapp.com.au/software/2048780/portax> |
| en-CA | <https://www.getapp.ca/software/2048780/portax> |
| en-GB | <https://www.getapp.co.uk/software/2048780/portax> |
| en-IE | <https://www.getapp.ie/software/2048780/portax> |
| en-NZ | <https://www.getapp.co.nz/software/2048780/portax> |
| en-SG | <https://www.getapp.sg/software/2048780/portax> |
| en-ZA | <https://www.getapp.za.com/software/2048780/portax> |
| es | <https://www.getapp.es/software/2048780/portax> |
| es-CL | <https://www.getapp.cl/software/2048780/portax> |
| es-CO | <https://www.getapp.com.co/software/2048780/portax> |
| es-MX | <https://www.getapp.com.mx/software/2048780/portax> |
| fr | <https://www.getapp.fr/software/2048780/portax> |
| fr-BE | <https://fr.getapp.be/software/2048780/portax> |
| fr-CA | <https://fr.getapp.ca/software/2048780/portax> |
| nl | <https://www.getapp.nl/software/2048780/portax> |
| nl-BE | <https://www.getapp.be/software/2048780/portax> |
| pt | <https://www.getapp.com.br/software/2048780/portax> |
| pt-PT | <https://www.getapp.pt/software/2048780/portax> |

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