---
description: Learn more about Portfolio Genius 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: Portfolio Genius Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Portfolio Genius](/software/1101907/Portfolio-Genius)

# Portfolio Genius

Canonical: https://www.capterra.co.nz/software/1101907/Portfolio-Genius

> Portfolio Genius AI syncs holdings from 2,400+ institutions, offering analytics and trade ideas for smarter portfolio management.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Portfolio Genius?

Self-directed investors

## About the vendor

- **Company**: Teralyt Software

## Commercial Context

- **Starting Price**: US$10.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Bonds/Stocks
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Risk Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Chat

## Category

- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)

## Alternatives

1. [Orchestra](https://www.capterra.co.nz/software/215575/orchestra) — 4.8/5 (11 reviews)
2. [Morningstar Direct](https://www.capterra.co.nz/software/1074481/Morningstar-Direct) — 4.1/5 (252 reviews)
3. [Agicap](https://www.capterra.co.nz/software/196637/agicap) — 4.3/5 (161 reviews)
4. [Creatio CRM](https://www.capterra.co.nz/software/130149/bpm-online-crm) — 4.7/5 (149 reviews)
5. [Mint](https://www.capterra.co.nz/software/213530/mint) — 4.5/5 (140 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1101907/Portfolio-Genius)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10046572/Portfolio-Genius/> |
| en-AE | <https://www.capterra.ae/software/1101907/Portfolio-Genius> |
| en-AU | <https://www.capterra.com.au/software/1101907/Portfolio-Genius> |
| en-CA | <https://www.capterra.ca/software/1101907/Portfolio-Genius> |
| en-GB | <https://www.capterra.co.uk/software/1101907/Portfolio-Genius> |
| en-IE | <https://www.capterra.ie/software/1101907/Portfolio-Genius> |
| en-IL | <https://www.capterra.co.il/software/1101907/Portfolio-Genius> |
| en-IN | <https://www.capterra.in/software/1101907/Portfolio-Genius> |
| en-NZ | <https://www.capterra.co.nz/software/1101907/Portfolio-Genius> |
| en-SG | <https://www.capterra.com.sg/software/1101907/Portfolio-Genius> |
| en-ZA | <https://www.capterra.co.za/software/1101907/Portfolio-Genius> |

-----

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