# PortfolioShop Software Reviews, Demo & Pricing - 2026 > Review of PortfolioShop Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/hedge-fund/reconadvantage-profile --- [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / PortfolioShop Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # PortfolioShop 2026: Benefits, Features & Pricing Wondering if PortfolioShop is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview PortfolioShop 4.8 [(4)](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/#reviews) Pricing Starting at $1,500.00 per month ### About PortfolioShop PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handling capital activity, sub-accounts, side pockets, carried interest, high-water marks, claw-backs, management fees, and incentive fees. PortfolioShop also includes a portfolio management system that delivers accurate valuations and integrity checks to transform transactional data into actionable insights. The general ledger feature ensures shareholder and investment data are synchronized for a comprehensive view of a firm’s operational infrastructure. PortfolioShop also offers reporting and reconciliation functionality. Its reporting tool provides a library of reports covering portfolio management and performance analytics. Additionally, configurable automated delivery options, dashboards, and APIs enable users to analyze their investment data. Daily reconciliation of shareholder and security positions guarantees investment decisions are based on the most precise information. Wondering if PortfolioShop is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. ## PortfolioShop User Interface ## Popular PortfolioShop Alternatives Main Product PortfolioShop 4.8 [(4)](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/#reviews) Ratings Breakdown - 4.75Ease of use - 5.0Value for money - 5.0Customer support - 4.75Functionality Pricing Starting at $1500.00 per month Get Price Alternative Product [AMDIS](https://www.softwareadvice.com/stock-portfolio-management/am-dis-profile/) No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Available upon request Get Price Alternative Product [Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) 5.0 [(1)](https://www.softwareadvice.com/equity-management/allvue-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.0Customer support - 5.0Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [Backstop](https://www.softwareadvice.com/equity-management/backstop-profile/) 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) Ratings Breakdown - 4.15Ease of use - 4.03Value for money - 4.42Customer support - 4.24Functionality Pricing Starting at $3000.00 per year Get Price Alternative Product [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) 4.6 [(34)](https://www.softwareadvice.com/product/131884-Dynamo/reviews/) Ratings Breakdown - 4.38Ease of use - 4.63Value for money - 4.72Customer support - 4.53Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [PackHedge](https://www.softwareadvice.com/product/473991-PackHedge/) 4.9 [(11)](https://www.softwareadvice.com/product/473991-PackHedge/#reviews) Ratings Breakdown - 4.36Ease of use - 4.70Value for money - 4.91Customer support - 4.45Functionality Pricing Starting at CHF5000.00 per year Get Price ## PortfolioShop Pricing and Plans Starting price: $1,500.00 per month Free Trial Free Version Basic $1,500.00 per feature, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## PortfolioShop Features - Popular features found in Fund Accounting Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Reporting Income & Balance Sheet Partnership Accounting Payroll Management Real-Time Reporting - More features of PortfolioShop Accounting Activity Dashboard Activity Tracking Alerts/Notifications API Audit Trail Benchmarking Bonds/Stocks Categorization/Grouping Client Management Client Portal Commodity Futures Cryptocurrency Tracking Customizable Reports Data Import/Export Document Management Fee Management Financial Analysis Financial Management Fixed Asset Management For Hedge Funds For Investment Advisors For Investors & Traders Fund Management General Ledger Historical Reporting Investment Management Investments Tracking Investor Management Investor Reporting Mobile Access Modeling & Simulation Monitoring Multi-Currency Performance Analysis Performance Metrics Portfolio Accounting Portfolio Analysis Portfolio Management Portfolio Rebalancing Portfolio Reporting Profit/Loss Statement Real-Time Data Reporting/Analytics Reporting & Statistics Risk Management Side-by-Side Comparison Stock Management Tax Management Third-Party Integrations Visual Analytics Wash Sale Detection What-if Analysis Workflow Management ## PortfolioShop User Reviews Overall Rating 4.8 Ratings Breakdown 5 75% 4 25% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 5.0 Customer support 5.0 Functionality 4.8 Have you used PortfolioShop and would like to share your experience with others? MP Matt P. Investment Management 2-10 employees Used daily for more than 2 years Review source Reviewed November 2016 Portfolio Shop 5 We've been a customer of Portfolio Shop for several years now. There isn't a question that they haven't been able to answer, nor a solution that they haven't been able to provide. We get such personalized support that I sometimes forget they have other customers. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Ease of use. Portfolio Shop will also readily create customized reports (for a cost). Read More RS Rob S. Used daily for more than 2 years Review source Reviewed August 2017 We are a client of RA, great people, great product. Always very responsive to our needs. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Very intuitive, easy to use. A lot of customization has gone into the product over the years, making it a very powerful tool. Vendor Response . Replied August 2017 Read More MB Mary Ann B. Financial Services 51-200 employees Used daily for more than 2 years Review source Reviewed January 2017 Great System! 4 I have been an FIXQ user since 2011. It's a great system that takes feeds from numerous clearing firms and vendors. The support is fantastic! Ratings Breakdown 4 Ease of use 5 Customer support 4 Functionality Read More GG Georgia G. Used unspecified for unspecified Review source Reviewed December 2016 Best Portfolio Management System 5 We've been using PortfolioShop for many years and couldn't be happier with our experience as they model their system after their customer's needs and are able to customize to fit different scenarios. The staff is extremely knowledgeable and proactive with suggestions on how to create better systems to assist in individual needs. Customer support is there when needed and are able to keep costs down even with all the great service provided. Highly recommend them. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Read More Showing 1 - 4 of 4 Reviews ## Other Top Recommended Fund Accounting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **494** times [Aplos](https://www.softwareadvice.com/nonprofit/aplos-profile/) **4.5** (187) Recently recommended **63** times [Fund EZ](https://www.softwareadvice.com/accounting/fundez-nonprofit-accounting-profile/) **4.4** (25) Recently recommended **26** times [MIP Accounting](https://www.softwareadvice.com/product/121198-MIP-Accounting/) **4.1** (69) Recently recommended **16** times Stuck Between Options? Our experts can help you compare PortfolioShop with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice