Upogee Pricing Overview

Upogee Pricing Key Insights

Last updated on Apr 09, 2026

Upogee offers 1 pricing edition, starting at $0. Upogee pricing tiers are designed to support different usage levels and team sizes. Upogee does not offer a free trial. Compare the Upogee pricing table below to figure out the best fit for your needs. Some plans may require you to contact Upogee for custom pricing.

Free — $0 / flat_rate With One-Time Purchase

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Free

$0.00

flat_rate With One-Time Purchase

A useful portfolio tracker with Portfolio Truth, Basic Review, manual entry, currently verified CSV import paths, and no artificial quotas on brokers, accounts, positions, transactions or portfolio history. Export of your own data is included.

Upogee is currently free to use. The Free plan includes portfolio tracking and analysis, manual transaction entry, supported CSV imports, multi-account portfolio tracking, portfolio history and export of the user's own data. There are no artificial quotas on brokers, accounts, positions or transactions. Pro is not currently available for purchase; its final features, pricing and billing terms will be published before paid checkout opens.

Pricing information for Upogee is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Upogee must be conducted with the seller.

Pricing information was last updated on September 28, 2026

Top-Rated Alternatives

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

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Upogee Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Product	Price	Features
Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees
Koyfin Free	$0.00	The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news
Orion Advisor Technology Foundation Stack	Starting at $13,000.00Per Year	Cornerstone technology for building your firm Billing and Reporting Orion Planning Client Portal and Mobile App Alternative Invesment Platform 15% off Any Redtail Plan

Various alternatives pricing & plans

Pricing information for the above various Upogee alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Categories on G2

Investment Portfolio Management

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