PORTAX

Plans and prices

Every plan, in full

On the record

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 · read 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 · read 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 · read 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 · read 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 · read 8 Oct 2026

Portfolio optimization

The optimizer graph compares strategies from after-tax risk minimization to tax minimization across portfolio return targets.portaxsoftware.com · read 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 · read 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 · read 8 Oct 2026

Purpose

PORTAX is software for after-tax portfolio analysis, optimization and asset allocation.portaxsoftware.com · read 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 · read 8 Oct 2026

Trading models

Features include margin trading, short sales, futures positions and sub-portfolios for different tax and ownership structures.portaxsoftware.com · read 8 Oct 2026

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