PORTAX
PORTAX: A focused Windows tool for tax-aware portfolio modeling and long-term projections. Ranked #20 of 28 in Tax Planning Software by our editors (6.6/10); pricing: 60-day trial; best for tax-aware portfolio optimization.
At a glance
- Editor score6.6 / 10
- Pricing60-day trial
- Best forTax-aware portfolio optimization
- Free planNo
- Paid from$899/user/yr
- Scenario modelingYes
- Facts checked21 Sep 2026
Where it wins
- Multi-period tax, return, cash-flow, and capital-gains projections
- Scenario comparisons with Monte Carlo portfolio calculations
- Models multiple tax entities, ownership structures, and international tax rates
Where it doesn't
- Windows desktop deployment limits platform flexibility
- No perpetual free plan is offered
- Advanced modeling requires the higher-priced PORTAX Plus plan
Our verdict on PORTAX
PORTAX is a 64-bit Windows desktop application for investors and financial advisors conducting medium- and long-term taxable portfolio analysis. It covers asset allocation, asset location across multiple tax entities, cash management, tax planning, after-tax optimization, and multi-period projections. The product is aimed at tax-sensitive investors and advisors, with support for corporate project funding analysis and institutional spending requirements. PORTAX Plus extends the product for higher-net-worth portfolios and more detailed tax structures.
The standard PORTAX plan costs $89 per user per month or $899 per user per year. It includes after-tax portfolio analysis, software and electronic manuals, free version updates, and free maintenance and technical support. A 60-day demonstration is available, but there is no perpetual free plan. PORTAX Plus costs $299 per user per month or $2,999 per user per year. Its additions include more complex portfolio and tax modeling, sub-portfolios for multiple legal and tax structures, time-varying tax rates, and portfolios spanning generations. Both editions are installed Windows applications, and an optional free LAN version is available.
The product’s strongest area is the depth of its portfolio-focused tax analysis. Users can create and compare what-if portfolios, review per-period tax and return results, project income, capital gains, fees, and taxes, and apply Monte Carlo simulation to portfolio calculations. Modeling for international tax tables, custom time-varying tax rates, multiple ownership structures, and private-branded client reporting broadens its use for advisory work. PORTAX is a strong fit when after-tax allocation and multi-period scenario modeling are central requirements. Organizations needing a browser-based product or a perpetual free edition should consider a different type of tool.
Your product? Our editors can test PORTAX in depth and publish a review, labelled as paid · from $149/mo →
PORTAX pricing
All 2 PORTAX plans and prices →
PORTAX fact sheet
| Free plan | No |
|---|---|
| Paid from | $899/user/yr |
| Scenario modeling | Yes |
| Multi-year projection | Yes |
| Capital gains modeling | Yes |
| Retirement income modeling | Not verified |
| Data import | Not verified |
| Client collaboration | Not verified |
| Free trial | 60 days |
| Deployment | Desktop |
| Platforms | Windows |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | 60-day trial (source) |
| Website | portaxsoftware.com |
| Facts checked | 21 Sep 2026 |
Alternatives to PORTAX
- CCH ProSystem fx PlanningA deep CCH-connected planner for firms modeling complex federal and state tax outcomes.9.1
- Planner CSA planning workspace for federal, state, multi-year, and scenario-based tax analysis.9.0
- Thomson Reuters Ready to AdviseA guided tax-planning workflow for firms that want structured advisory delivery.8.9
Used PORTAX? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used PORTAX for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
PORTAX is listed in our Tax Planning Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/portax/"><img src="https://www.itechguides.com/best/badge/portax.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update