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description: Review of Upogee Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Upogee | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Share Portfolio Management Software](/directory/4259/stock-portfolio-management/software) > [Upogee](/software/559897/Upogee)

# Upogee

Canonical: https://www.softwareadvice.com.au/software/559897/Upogee

> Upogee is designed for self-directed investors who want to understand a portfolio without turning tracking into a second job. It is particularly useful when investments are spread across multiple accounts, brokers or spreadsheets and the user wants one reliable place to review the full picture.

The workflow starts from portfolio data the investor controls. Transactions can be entered manually or imported through currently supported CSV paths; a direct broker connection is not required. Imported data is reviewed and validated before it becomes portfolio history.

From there, Upogee organizes the portfolio around a practical review: where the portfolio stands, how it is doing, what changed, what can explain the result and what deserves attention. Holdings, cash, allocation, exposure, performance context and data-quality signals stay close together so the user can investigate the evidence behind the result.

Upogee is a portfolio tracking and analysis product, not an investment-advice service. It does not provide personalized recommendations to buy, sell, time the market or change allocations.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Upogee

## Commercial Context

- **Starting Price**: USD 0.00
- **Pricing model**: Flat Rate (Free version available)
- **Pricing Details**: 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.
- **Target Audience**: Self Employed
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, Spanish
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more

## Features

- Categorisation/Grouping
- Data Import/Export
- Financial Analysis
- Historical Reporting
- Multi-Currency
- Portfolio Accounting
- Portfolio Management
- Portfolio Reporting
- Risk Analysis
- Stock Tracking
- Visual Analytics

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Share Portfolio Management Software](https://www.softwareadvice.com.au/directory/4259/stock-portfolio-management/software)

## Related Categories

- [Share Portfolio Management Software](https://www.softwareadvice.com.au/directory/4259/stock-portfolio-management/software)
- [Hedge Fund Software](https://www.softwareadvice.com.au/directory/4146/hedge-fund/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/559897/Upogee)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/559897-Upogee/> |
| en-AU | <https://www.softwareadvice.com.au/software/559897/Upogee> |
| en-GB | <https://www.softwareadvice.co.uk/software/559897/Upogee> |
| en-IE | <https://www.softwareadvice.ie/software/559897/Upogee> |
| en-NZ | <https://www.softwareadvice.co.nz/software/559897/Upogee> |

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