---
description: Detaillierte Informationen über PORTAX zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: PORTAX Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026
---

Breadcrumb: [Startseite](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [PORTAX](/software/188095/portax-after-tax-portfolio-analysis)

# PORTAX

Canonical: https://www.capterra.ch/software/188095/portax-after-tax-portfolio-analysis

> Software zur nachsteuerlichen Portfoliooptimierung und Finanzplanung für mehrere Zeiträume. Beinhaltet internationale Währungen und Steuern.
> 
> Bewertung: \*\*\*\* von 0 Nutzern. Top bewertet für **Gesamtqualität**.

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## Übersicht

### Wer verwendet PORTAX?

Vermögensverwalter, Finanzberater und Family Offices.

## Über den Anbieter

- **Unternehmen**: PortaxSoftware
- **Region**: Ashland, OR  97520, USA
- **Gegründet**: 1994

## Gewerblicher Kontext

- **Startpreis**: $ 89.00
- **Preismodell**:  (Gratis Testen)
- **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+
- **Bereitstellungen und Plattformen**: Windows (Desktop)
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Argentinien, Australien, Belgien, Bulgarien, Deutschland, Dänemark, Finnland, Frankreich, Griechenland, Indien, Indonesien, Irland, Island, Israel, Italien, Japan, Kanada, Luxemburg, Malaysia, Marokko und 24 weitere

## Funktionen

- Benchmarking
- Bonds/Stocks
- Investment-Tracking
- Kundenmanagement
- Leistungskennzahlen
- Portfolio-Buchhaltung
- Portfolio-Neuausrichtung
- Portfoliomanagement
- Risikomanagement

## Optionen für Kundensupport

- E-Mail/Helpdesk

## Category

- [Stock Portfolio Management Software](https://www.capterra.ch/directory/31242/stock-portfolio-management/software)

## Ähnliche Kategorien

- [Stock Portfolio Management Software](https://www.capterra.ch/directory/31242/stock-portfolio-management/software)
- [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software)

## Alternativen

1. [Sharesight](https://www.capterra.ch/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [Unity](https://www.capterra.ch/software/1036792/unity) — 5.0/5 (3 reviews)
3. [Seeking Alpha](https://www.capterra.ch/software/1012322/seeking-alpha) — 4.3/5 (43 reviews)
4. [Cash App](https://www.capterra.ch/software/1016710/cash-app) — 4.2/5 (679 reviews)
5. [xtb](https://www.capterra.ch/software/1030508/xtb) — 4.1/5 (9 reviews)

## Links

- [Auf Capterra anzeigen](https://www.capterra.ch/software/188095/portax-after-tax-portfolio-analysis)

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| Sprache | URL |
| de | <https://www.capterra.com.de/software/188095/portax-after-tax-portfolio-analysis> |
| de-AT | <https://www.capterra.at/software/188095/portax-after-tax-portfolio-analysis> |
| de-CH | <https://www.capterra.ch/software/188095/portax-after-tax-portfolio-analysis> |
| en | <https://www.capterra.com/p/188095/PORTAX-After-Tax-Portfolio-Analysis/> |
| en-AE | <https://www.capterra.ae/software/188095/portax-after-tax-portfolio-analysis> |
| en-AU | <https://www.capterra.com.au/software/188095/portax-after-tax-portfolio-analysis> |
| en-CA | <https://www.capterra.ca/software/188095/portax-after-tax-portfolio-analysis> |
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| es-PA | <https://www.capterra.com.pa/software/188095/portax-after-tax-portfolio-analysis> |
| es-PE | <https://www.capterra.pe/software/188095/portax-after-tax-portfolio-analysis> |
| fr | <https://www.capterra.fr/software/188095/portax-after-tax-portfolio-analysis> |
| fr-BE | <https://fr.capterra.be/software/188095/portax-after-tax-portfolio-analysis> |
| fr-CA | <https://fr.capterra.ca/software/188095/portax-after-tax-portfolio-analysis> |
| fr-LU | <https://www.capterra.lu/software/188095/portax-after-tax-portfolio-analysis> |
| it | <https://www.capterra.it/software/188095/portax-after-tax-portfolio-analysis> |
| ja | <https://www.capterra.jp/software/188095/portax-after-tax-portfolio-analysis> |
| ko | <https://www.capterra.co.kr/software/188095/portax-after-tax-portfolio-analysis> |
| nl | <https://www.capterra.nl/software/188095/portax-after-tax-portfolio-analysis> |
| nl-BE | <https://www.capterra.be/software/188095/portax-after-tax-portfolio-analysis> |
| pl | <https://www.capterra.pl/software/188095/portax-after-tax-portfolio-analysis> |
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| pt-PT | <https://www.capterra.pt/software/188095/portax-after-tax-portfolio-analysis> |
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