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Tech riderRev. 8 Oct 2026

PORTAX

Ch 146.7of 28 Tax Planning Software
  1. 1Runs onWindows
  2. 2Costsfree trial · paid from $74.92/mo
  3. 3Scenario modelingYes
  4. 4Multi-year projectionYes
  5. 5Capital gains modelingYes
5 lines stated Written from the maker's own pages: portaxsoftware.com
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The PORTAX homepage

Overview

PORTAX is ranked #14 of 28 in tax planning software on Specifiction. 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
Noportaxsoftware.com
Scenario modeling
Yesportaxsoftware.com
Multi-year projection
Yesportaxsoftware.com
Capital gains modeling
Yesportaxsoftware.com

Facts

Purpose
PORTAX is software for after-tax portfolio analysis, optimization and asset allocation.portaxsoftware.com · 8 Oct 2026
Portfolio scale
PORTAX 9.9 supports analysis of up to 100 assets and 120 periods, with intervals from daily to annual.portaxsoftware.com · 8 Oct 2026
Trading models
Features include margin trading, short sales, futures positions and sub-portfolios for different tax and ownership structures.portaxsoftware.com · 8 Oct 2026
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.portaxsoftware.com · 8 Oct 2026
Portfolio optimization
The optimizer graph compares strategies from after-tax risk minimization to tax minimization across portfolio return targets.portaxsoftware.com · 8 Oct 2026
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.portaxsoftware.com · 8 Oct 2026
Excel reports
PORTAX offers client-report wizards that create reports in the software or export data and formatted reports to Excel workbooks.portaxsoftware.com · 8 Oct 2026
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.portaxsoftware.com · 8 Oct 2026
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.portaxsoftware.com · 8 Oct 2026
Privacy
The privacy policy says PortaxSoftware does not disclose prospective subscribers' contact information or current subscribers' identities to other people or firms.portaxsoftware.com · 8 Oct 2026
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.portaxsoftware.com · 8 Oct 2026

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Where it ranks on Specifiction

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Sources