---
description: Learn more about Pinion price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Pinion Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Share Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [Pinion](/software/1098368/Pinion)

# Pinion

Canonical: https://www.capterra.com.au/software/1098368/Pinion

> Pinion is investment tracking software that helps angel investors and small family offices monitor investments in a central dashboard.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Pinion?

Pinion caters to angel investors, private investment managers, small family offices, syndicate participants, fund managers, and club investors.

## About the vendor

- **Company**: Pinion Ventures

## Commercial Context

- **Starting Price**: USD 4.95
- **Pricing model**: Per User (Free version available)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Angola, Argentina, Aruba, Australia, Austria, Bahamas, Bahrain, Belgium, Bermuda, Bosnia and Herzegovina, Botswana, Brazil, Bulgaria, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Croatia and 68 more

## Features

- Portfolio Accounting
- Portfolio Management

## Integrations (3 total)

- Claude
- Cursor
- Windsurf

## Support Options

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

## Category

- [Share Portfolio Management Software](https://www.capterra.com.au/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Sharesight](https://www.capterra.com.au/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [PORTAX](https://www.capterra.com.au/software/188095/portax-after-tax-portfolio-analysis) (0 reviews)
3. [Cash App](https://www.capterra.com.au/software/1016710/cash-app) — 4.2/5 (698 reviews)
4. [Similarweb](https://www.capterra.com.au/software/148472/similarweb-pro) — 4.6/5 (261 reviews)
5. [Dolibarr](https://www.capterra.com.au/software/159500/dolibarr-erp-crm) — 4.5/5 (106 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/software/1098368/Pinion)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10043208/Pinion/> |
| en-AE | <https://www.capterra.ae/software/1098368/Pinion> |
| en-AU | <https://www.capterra.com.au/software/1098368/Pinion> |
| en-CA | <https://www.capterra.ca/software/1098368/Pinion> |
| en-GB | <https://www.capterra.co.uk/software/1098368/Pinion> |
| en-IE | <https://www.capterra.ie/software/1098368/Pinion> |
| en-IL | <https://www.capterra.co.il/software/1098368/Pinion> |
| en-IN | <https://www.capterra.in/software/1098368/Pinion> |
| en-NZ | <https://www.capterra.co.nz/software/1098368/Pinion> |
| en-SG | <https://www.capterra.com.sg/software/1098368/Pinion> |
| en-ZA | <https://www.capterra.co.za/software/1098368/Pinion> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Capterra Australia helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.com.au","url":"https://www.capterra.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.com.au/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCjRCDmEibpHwyX3m2b3y80w"]},{"name":"Pinion","description":"Pinion is investment tracking software that consolidates angel investments and private holdings into a unified dashboard, replacing spreadsheets with automated valuation tracking and performance metrics. Users can import portfolios via spreadsheet uploads or add investments manually, with values updating automatically. The dashboard provides a complete portfolio view, displaying investments, valuations, and total exposure. AI-powered updates analyze portfolio communications for sentiment, metrics, and red flags, while integration with Model Context Protocol enables natural language queries. The platform tracks value changes over time without quarterly file versioning. Performance insights reveal returns and trends within holdings. Pinion ensures data security with strict access controls and offers quick setup through templates or manual entry. It eliminates manual calculations and file management, delivering clear insights and streamlined tracking for private holdings.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e91a6b0a-375f-4064-8486-f3b45072c96b.webp","url":"https://www.capterra.com.au/software/1098368/Pinion","@type":"SoftwareApplication","@id":"https://www.capterra.com.au/software/1098368/Pinion#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"offers":{"price":"4.95","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.com.au/software/1098368/Pinion#faqs","mainEntity":[{"name":"What Is Pinion?","@type":"Question","acceptedAnswer":{"text":"Pinion is investment tracking software that consolidates angel investments and private holdings into a unified dashboard, replacing spreadsheets with automated valuation tracking and performance metrics. Users can import portfolios via spreadsheet uploads or add investments manually, with values updating automatically. The dashboard provides a complete portfolio view, displaying investments, valuations, and total exposure. AI-powered updates analyze portfolio communications for sentiment, metrics, and red flags, while integration with Model Context Protocol enables natural language queries. The platform tracks value changes over time without quarterly file versioning. Performance insights reveal returns and trends within holdings. Pinion ensures data security with strict access controls and offers quick setup through templates or manual entry. It eliminates manual calculations and file management, delivering clear insights and streamlined tracking for private holdings.","@type":"Answer"}},{"name":"Who Uses Pinion?","@type":"Question","acceptedAnswer":{"text":"Pinion caters to angel investors, private investment managers, small family offices, syndicate participants, fund managers, and club investors.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Share Portfolio Management Software","position":2,"item":"/directory/31242/stock-portfolio-management/software","@type":"ListItem"},{"name":"Pinion","position":3,"item":"/software/1098368/Pinion","@type":"ListItem"}],"@id":"https://www.capterra.com.au/software/1098368/Pinion#breadcrumblist"}]}
</script>