---
description: Learn more about PortfolioMetrics price, benefits, and disadvantages for businesses in New Zealand. 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: PortfolioMetrics Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [PortfolioMetrics](/software/1080252/PortfolioMetrics)

# PortfolioMetrics

Canonical: https://www.capterra.co.nz/software/1080252/PortfolioMetrics

> Portfolio backtesting tool that helps investors analyze investment strategies, track performance, and optimize asset allocation.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: PortfolioMetrics

## Commercial Context

- **Starting Price**: US$13.90
- **Pricing model**: Flat Rate (Free version available)
- **Pricing Details**: PortfolioMetrics offers four pricing plans (Free, Premium, Professional, and Enterprise) with monthly billing in USD. The Free plan is available at no cost, while Premium and Professional plans are priced at $13.90/month and $46.90/month, respectively. The Enterprise plan has custom pricing and requires contacting the vendor. Features and license types vary across plans, with advanced features and commercial use licenses available in higher-tier plans. No free trial details or add-ons are mentioned.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Czechia

## Features

- Portfolio Accounting
- Portfolio Management
- Stock Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

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

## Alternatives

1. [Sharesight](https://www.capterra.co.nz/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [PORTAX](https://www.capterra.co.nz/software/188095/portax-after-tax-portfolio-analysis) (0 reviews)
3. [Cash App](https://www.capterra.co.nz/software/1016710/cash-app) — 4.2/5 (679 reviews)
4. [Similarweb](https://www.capterra.co.nz/software/148472/similarweb-pro) — 4.6/5 (251 reviews)
5. [Dolibarr](https://www.capterra.co.nz/software/159500/dolibarr-erp-crm) — 4.5/5 (105 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1080252/PortfolioMetrics)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10033172/PortfolioMetrics/> |
| en-AE | <https://www.capterra.ae/software/1080252/PortfolioMetrics> |
| en-AU | <https://www.capterra.com.au/software/1080252/PortfolioMetrics> |
| en-CA | <https://www.capterra.ca/software/1080252/PortfolioMetrics> |
| en-GB | <https://www.capterra.co.uk/software/1080252/PortfolioMetrics> |
| en-IE | <https://www.capterra.ie/software/1080252/PortfolioMetrics> |
| en-IL | <https://www.capterra.co.il/software/1080252/PortfolioMetrics> |
| en-IN | <https://www.capterra.in/software/1080252/PortfolioMetrics> |
| en-NZ | <https://www.capterra.co.nz/software/1080252/PortfolioMetrics> |
| en-SG | <https://www.capterra.com.sg/software/1080252/PortfolioMetrics> |
| en-ZA | <https://www.capterra.co.za/software/1080252/PortfolioMetrics> |

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