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

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [SteadFolio](/software/1113078/SteadFolio)

# SteadFolio

Canonical: https://www.capterra.co.nz/software/1113078/SteadFolio

> SteadFolio is software that helps beginners learn, practice, and track portfolios with an AI coach to build investment confidence.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses SteadFolio?

SteadFolio is designed for individual and retail investors, especially beginners who want to learn how investing works, build financial confidence, and develop a long-term investing approach.

## About the vendor

- **Company**: SteadFolio

## Commercial Context

- **Starting Price**: €0.00
- **Pricing model**: Flat Rate (Free version available)
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, Greek
- **Available Countries**: Angola, Argentina, Aruba, Australia, Austria, Bahamas, Bahrain, Belgium, Bermuda, Bosnia & Herzegovina, Botswana, Brazil, Bulgaria, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Croatia and 68 more

## Features

- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- 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. [First Rate Vantage](https://www.capterra.co.nz/software/179626/investor-portal) — 4.9/5 (18 reviews)
3. [VestServe](https://www.capterra.co.nz/software/24348/vestserve) (0 reviews)
4. [Morningstar Direct](https://www.capterra.co.nz/software/1074481/Morningstar-Direct) — 4.1/5 (278 reviews)
5. [Agicap](https://www.capterra.co.nz/software/196637/agicap) — 4.3/5 (161 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1113078/SteadFolio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10057577/SteadFolio/> |
| en-AE | <https://www.capterra.ae/software/1113078/SteadFolio> |
| en-AU | <https://www.capterra.com.au/software/1113078/SteadFolio> |
| en-CA | <https://www.capterra.ca/software/1113078/SteadFolio> |
| en-GB | <https://www.capterra.co.uk/software/1113078/SteadFolio> |
| en-IE | <https://www.capterra.ie/software/1113078/SteadFolio> |
| en-IL | <https://www.capterra.co.il/software/1113078/SteadFolio> |
| en-IN | <https://www.capterra.in/software/1113078/SteadFolio> |
| en-NZ | <https://www.capterra.co.nz/software/1113078/SteadFolio> |
| en-SG | <https://www.capterra.com.sg/software/1113078/SteadFolio> |
| en-ZA | <https://www.capterra.co.za/software/1113078/SteadFolio> |

-----

## 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":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"SteadFolio","description":"SteadFolio is investment education software designed to guide beginners through structured learning about markets and long-term portfolio building. The platform combines lessons, practical tools, and an AI coach named Sofia to move learners from foundational concepts to advanced strategies. The learning process follows a cycle of learning, practicing, applying, reflecting, and repeating. Sofia tracks progress, portfolio holdings, and challenges to deliver personalized guidance throughout the journey. The software includes risk-free simulations such as paper trading with live market prices, a dollar-cost averaging simulator to demonstrate compounding effects, and a portfolio simulator for testing investment ideas. Panic mode delivers [redacted] to calculate annualized returns. Named goals and a budget calculator help establish financial targets and determine realistic investment amounts. SteadFolio emphasizes education without providing recommendations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/531a127e-8f41-448b-bc38-c44b7e36e2de.jpeg","url":"https://www.capterra.co.nz/software/1113078/SteadFolio","@id":"https://www.capterra.co.nz/software/1113078/SteadFolio#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"0","@type":"Offer","priceCurrency":"EUR"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.nz/software/1113078/SteadFolio#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is SteadFolio?","@type":"Question","acceptedAnswer":{"text":"SteadFolio is investment education software designed to guide beginners through structured learning about markets and long-term portfolio building. The platform combines lessons, practical tools, and an AI coach named Sofia to move learners from foundational concepts to advanced strategies. The learning process follows a cycle of learning, practicing, applying, reflecting, and repeating. Sofia tracks progress, portfolio holdings, and challenges to deliver personalized guidance throughout the journey. The software includes risk-free simulations such as paper trading with live market prices, a dollar-cost averaging simulator to demonstrate compounding effects, and a portfolio simulator for testing investment ideas. Panic mode delivers [redacted] to calculate annualized returns. Named goals and a budget calculator help establish financial targets and determine realistic investment amounts. SteadFolio emphasizes education without providing recommendations.","@type":"Answer"}},{"name":"Who Uses SteadFolio?","@type":"Question","acceptedAnswer":{"text":"SteadFolio is designed for individual and retail investors, especially beginners who want to learn how investing works, build financial confidence, and develop a long-term investing approach.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.nz/software/1113078/SteadFolio#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"SteadFolio","position":3,"item":"/software/1113078/SteadFolio","@type":"ListItem"}]}]}
</script>