Orion Portfolio Accounting pricing
3 plans read from orion.com
Foundation$13,000 a year Starts at $13,000 AnnuallyBilling and Reporting · Orion Planning · Client Portal and Mobile App · Alternative Investing Platform Read 29 Sep 2026 · orion.com
Essentials$18,000 a year Starts at $18,000 AnnuallyFoundation features · Proposals and New Accounts · Orion Trading · Access to Communities · Business Intelligence Read 29 Sep 2026 · orion.com
Advantage$28,000 a year Starts at $28,000 AnnuallyEssentials features · Orion Risk Intelligence · Orion Compare · Orion Compliance · Amazon Redshift Data Streaming · Advisor Advocate Read 29 Sep 2026 · orion.com
In short
- Orion Portfolio Accounting lists no free plan.
- Paid plans published: 3, from $13,000 a year.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Finary | €3.75/mo | Yes | Yes |
| Sharesight | $7/mo | Yes | No |
| Stock Rover | $2/mo | Yes | Yes |
| rotki | €9/mo | Yes | No |
| Snowball Analytics | $6.67/mo | Yes | Yes |
| FundCount | $333.33/mo | No | No |
| Portfolio Performance | $2.08/mo | Yes | Yes |
| CoinTracking | $4.08/mo | Yes | Yes |