PORTAX

6.7easy start · #13 of 28
in Tax Planning Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Windows. Paid plans from $74.92/mo.

PORTAX is ranked #13 of 28 in tax planning software on The Geeks Club. It runs on Windows. There is no free plan. A free trial is offered. Paid plans start at $74.92/mo.

PORTAX plans and pricing

All plans

PORTAX Version 9.9 $89/mo Monthly single user Each additional user USD 9 · Minimum monthly subscription is one month portaxsoftware.com · 8 Oct 2026

PORTAX Plus Version 9.9 $299/mo Monthly single user Each additional user USD 29 · Minimum monthly subscription is one month portaxsoftware.com · 8 Oct 2026

PORTAX Version 9.9 $899/yr Annual Single User Each additional user USD 89 portaxsoftware.com · 8 Oct 2026

PORTAX Plus Version 9.9 $2,999/yr Annual Single User Each additional user USD 299 portaxsoftware.com · 8 Oct 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes

Best PORTAX alternatives

See all 20

Catalyst Tax Insights 0 of 4 in the starter kit Lesson 17.6 Instead 0 of 4 in the starter kit Lesson 27.5 Taxottic 0 of 4 in the starter kit Lesson 37.3 CFS TaxTools 0 of 4 in the starter kit Lesson 47.1 TaxMoov 0 of 4 in the starter kit Lesson 57.1 Dhanlytics 0 of 4 in the starter kit Lesson 67.0

The record

Purpose: PORTAX is software for after-tax portfolio analysis, optimization and asset allocation.
Portfolio scale: PORTAX 9.9 supports analysis of up to 100 assets and 120 periods, with intervals from daily to annual.
Trading models: Features include margin trading, short sales, futures positions and sub-portfolios for different tax and ownership structures.
Forecasting and simulation: The software accepts user-supplied asset-class daily price and return series and includes Monte Carlo simulation with asset skewness, kurtosis and histograms.
Portfolio optimization: The optimizer graph compares strategies from after-tax risk minimization to tax minimization across portfolio return targets.
International taxation: PORTAX's internal tax tables cover top marginal individual and corporate rates across over 50 countries and 193 tax jurisdictions, and users can set custom time-varying rates.
Excel reports: PORTAX offers client-report wizards that create reports in the software or export data and formatted reports to Excel workbooks.
Demo and platform: The demonstration includes PORTAX and PORTAX Plus, runs on a 64-bit Microsoft Windows OS, and provides preset free access for 60 days.
Support: Subscriptions include free maintenance and technical support; technical support aims to respond within 24 hours and is offered in English by email, video conference and, for US subscribers, phone.
Privacy: The privacy policy says PortaxSoftware does not disclose prospective subscribers' contact information or current subscribers' identities to other people or firms.
Company history: PortaxSoftware, LLC describes itself as privately held and based on the west coast of the United States, and says PORTAX has been commercially available since the late 1990s.
Price from: $74.92/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#13 of 28

Is PORTAX yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote PORTAX

Sources

portaxsoftware.com· checked 8 Oct 2026
portaxsoftware.com/Optimization.aspx· checked 8 Oct 2026
portaxsoftware.com/InternationalTaxation.aspx· checked 8 Oct 2026
portaxsoftware.com/ClientReporting.aspx· checked 8 Oct 2026
portaxsoftware.com/DemonstrationSoftware.aspx· checked 8 Oct 2026
portaxsoftware.com/Pricing.aspx· checked 8 Oct 2026
portaxsoftware.com/PrivacyPolicy.aspx· checked 8 Oct 2026