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PORTAX
What PORTAX is
PORTAX is Windows software for after-tax portfolio analysis, optimization, and asset allocation. Version 9.9 analyzes up to 100 assets across 120 periods, with intervals from daily through annual. Models include margin trading, short sales, futures positions, and sub-portfolios for different ownership and tax structures. Users can supply daily price and return series, run Monte Carlo simulations with skewness and kurtosis, and view histograms. An optimizer graph compares strategies from after-tax risk reduction to tax minimization across return targets. Internal tables cover top marginal individual and corporate rates in more than 50 countries and 193 tax jurisdictions, with custom rates that vary over time. Report wizards create documents in the software or export formatted workbooks to Excel. PORTAX Version 9.9 costs $89 a month for one user, plus USD 9 for each additional user. PORTAX Plus costs $299 a month, plus USD 29 per additional user.
Who it suits
PORTAX suits investors and advisers who need detailed after-tax scenario analysis, portfolio optimization, and jurisdiction-specific tax modeling on Windows. Its reporting tools also support Excel-based client deliverables.
What it does well
- Analyzes up to 100 assets and 120 periods
- Models margin, short, futures, and sub-portfolios
- Monte Carlo simulation with skewness and kurtosis
- Tax tables cover 193 jurisdictions
- Exports formatted reports to Excel
What to know first
- Windows platform only
- No free plan
- PORTAX starts at $89 a month
- Each plan has a one-month minimum subscription
Limits
PORTAX 9.9 supports up to 100 assets and 120 periods. The demonstration provides preset access for 60 days, while paid subscriptions have a one-month minimum.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| PORTAX Plus Version 9.9 | Monthly single user · Each additional user USD 29 · Minimum monthly subscription is one month | $299 a month |
| PORTAX Version 9.9 | Monthly single user · Each additional user USD 9 · Minimum monthly subscription is one month | $89 a month |
As portaxsoftware.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Open the PORTAX website
- Download the demonstration for 64-bit Microsoft Windows
- Use the preset 60-day demonstration access
- Enter asset-class price and return series
- Choose PORTAX or PORTAX Plus
- Create analyses, simulations, or Excel reports
Verdict
PORTAX provides extensive tax-aware modeling and reporting for professional portfolio analysis. The Windows requirement and monthly subscription pricing should be weighed before adoption.
Questions
How much does PORTAX cost?
PORTAX Version 9.9 costs $89 a month for one user, billed monthly; each additional user costs USD 9. PORTAX Plus Version 9.9 costs $299 a month, with additional users at USD 29.
Is there a free plan or trial?
There is no free plan. A demonstration provides preset free access for 60 days.
What operating system does PORTAX use?
The demonstration runs on a 64-bit Microsoft Windows operating system, and the listed platform is Windows.
How many assets can PORTAX analyze?
PORTAX 9.9 supports analysis of up to 100 assets and 120 periods, with intervals from daily to annual.
Does PORTAX support international tax analysis?
Its internal tax tables cover top marginal individual and corporate rates across more than 50 countries and 193 tax jurisdictions. Users can also set custom time-varying rates.
What support comes with a subscription?
Subscriptions include free maintenance and technical support. Support aims to respond within 24 hours and is offered in English by email, video conference, and phone for US subscribers.
Facts from PORTAX's own pages
- 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
- 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
- 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
- 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
- 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
- Portfolio optimization
- The optimizer graph compares strategies from after-tax risk minimization to tax minimization across portfolio return targets. · 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
- 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
- Purpose
- PORTAX is software for after-tax portfolio analysis, optimization and asset allocation. · 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
- Trading models
- Features include margin trading, short sales, futures positions and sub-portfolios for different tax and ownership structures. · portaxsoftware.com, 8 Oct 2026
Where PORTAX stands on Freedom251
- Tax Planning Software#14 of 27