---
description: Learn more about Portfolio Genius price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Portfolio Genius Price, Reviews & Features - Capterra South Africa 2026
---

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

# Portfolio Genius

Canonical: https://www.capterra.co.za/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**.

-----

## 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.za/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.za/software/1074481/Morningstar-Direct) — 4.1/5 (252 reviews)
2. [Agicap](https://www.capterra.co.za/software/196637/agicap) — 4.3/5 (161 reviews)
3. [Creatio CRM](https://www.capterra.co.za/software/130149/bpm-online-crm) — 4.7/5 (149 reviews)
4. [Mint](https://www.capterra.co.za/software/213530/mint) — 4.5/5 (140 reviews)
5. [Foundersuite](https://www.capterra.co.za/software/144844/foundersuite) — 4.7/5 (110 reviews)

## Links

- [View on Capterra](https://www.capterra.co.za/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> |

-----

## 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 South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.za/#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":"Portfolio Genius","description":"Portfolio Genius AI is portfolio management software that consolidates investment accounts and delivers insights across holdings. Integrating with over 2,400 financial institutions via Plaid, it syncs brokerages, retirement accounts, and banks without storing credentials. Supporting stocks, ETFs, and cryptocurrencies, it provides real-time market data from professional-grade sources. The AI analyzes portfolio risk, sector exposure, volatility, and risk tolerance alignment, calculates risk-adjusted returns using the Modified Dietz method, and tracks downside deviation. It detects overlapping holdings, offers asset allocation breakdowns, and sends rebalancing alerts. Users can log trades manually or sync automatically, test strategies with simulated trading, and automate live trades via Alpaca. Data is secured with AES-256 encryption on Firebase and Google Cloud. AI models from OpenAI, Google Gemini, Anthropic Claude, and xAI Grok generate insights on holdings and market conditions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e5099d6b-aff9-4128-a10a-68d47b5ea511.png","url":"https://www.capterra.co.za/software/1101907/Portfolio-Genius","@id":"https://www.capterra.co.za/software/1101907/Portfolio-Genius#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.za/#organization"},"offers":{"price":"10","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.za/software/1101907/Portfolio-Genius#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is Portfolio Genius?","@type":"Question","acceptedAnswer":{"text":"Portfolio Genius AI is portfolio management software that consolidates investment accounts and delivers insights across holdings. Integrating with over 2,400 financial institutions via Plaid, it syncs brokerages, retirement accounts, and banks without storing credentials. Supporting stocks, ETFs, and cryptocurrencies, it provides real-time market data from professional-grade sources. The AI analyzes portfolio risk, sector exposure, volatility, and risk tolerance alignment, calculates risk-adjusted returns using the Modified Dietz method, and tracks downside deviation. It detects overlapping holdings, offers asset allocation breakdowns, and sends rebalancing alerts. Users can log trades manually or sync automatically, test strategies with simulated trading, and automate live trades via Alpaca. Data is secured with AES-256 encryption on Firebase and Google Cloud. AI models from OpenAI, Google Gemini, Anthropic Claude, and xAI Grok generate insights on holdings and market conditions.","@type":"Answer"}},{"name":"Who Uses Portfolio Genius?","@type":"Question","acceptedAnswer":{"text":"Self-directed investors","@type":"Answer"}}]},{"@id":"https://www.capterra.co.za/software/1101907/Portfolio-Genius#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":"Portfolio Genius","position":3,"item":"/software/1101907/Portfolio-Genius","@type":"ListItem"}]}]}
</script>