---
description: If you're in a hunt for the best solution for your business, learn what PORTAX has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: PORTAX Price, Reviews & Ratings | GetApp Singapore 2026
---

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

# PORTAX

Canonical: https://www.getapp.sg/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**.

-----

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

## Support Options

- Email/Help Desk

## Category

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

## Related Categories

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

## Alternatives

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

## Links

- [View on GetApp](https://www.getapp.sg/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> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp Singapore has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.sg","url":"https://www.getapp.sg/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.sg/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"PORTAX","description":"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. \n\nThe application’s manager and index testing module enable users to test monthly time series for statistical issues. Investors can use the what-if portfolios to create customized benchmarks and select asset weights for each period. PORTAX includes a Monte Carlo simulator that allows users to create empirical statistical distributions for a specific portfolio performance. With its alpha performance feature, professionals can measure a manager’s ability based on management fees and tax costs per period. \n\nPORTAX helps calculate expenditure, capital appreciation, cash flows, and management fees. Users can control the overall set up of the portfolio using the general editor’s various fields such as number of assets, periods, and default tax authority. Other features include user-selected factor models, client reporting, cash projections, simulator diagnostics, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8231bcfe-48b0-4953-947c-a2400709a638.jpeg","url":"https://www.getapp.sg/software/2048780/portax","@type":"SoftwareApplication","@id":"https://www.getapp.sg/software/2048780/portax#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.sg/#organization"},"offers":{"price":"89","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Windows"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"/directory/1535/stock-portfolio-management/software","@type":"ListItem"},{"name":"PORTAX","position":3,"item":"/software/2048780/portax","@type":"ListItem"}],"@id":"https://www.getapp.sg/software/2048780/portax#breadcrumblist"}]}
</script>
