---
description: Learn how Upogee can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Upogee Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/1535/stock-portfolio-management/software) > [Upogee](/software/2111181/upogee)

# Upogee

Canonical: https://www.getapp.za.com/software/2111181/upogee

> Portfolio tracking and analysis for self-directed investors, with multi-account visibility, review-first workflows, manual entry and supported CSV imports without requiring broker credentials.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Upogee

• See holdings, cash, allocation and portfolio performance across multiple investment accounts in one consolidated portfolio view.

• Understand what changed in your portfolio and investigate the factors behind performance with Upogee's review-first analysis workflow.

• Add transactions manually or use supported CSV imports to build portfolio history without giving Upogee your broker credentials.

• Review imported transactions and data-quality issues before they become part of your portfolio history, helping avoid conclusions based on incomplete or ambiguous data.

• Analyze portfolio exposure across holdings, accounts and currencies to better understand where concentration and risk may be coming from.

• Keep performance, transaction history, cash, allocation and supporting portfolio evidence together instead of reconciling information across separate broker dashboards and spreadsheets.

• Export your own portfolio data and retain control over the information used to build your investment history.

## About the vendor

- **Company**: Upogee

## Commercial Context

- **Starting Price**: US$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 & 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

- [Stock Portfolio Management Software](https://www.getapp.za.com/directory/1535/stock-portfolio-management/software)

## Links

- [View on GetApp](https://www.getapp.za.com/software/2111181/upogee)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/upogee/> |
| en-AE | <https://www.getapp.ae/software/2111181/upogee> |
| en-AU | <https://www.getapp.com.au/software/2111181/upogee> |
| en-CA | <https://www.getapp.ca/software/2111181/upogee> |
| en-GB | <https://www.getapp.co.uk/software/2111181/upogee> |
| en-IE | <https://www.getapp.ie/software/2111181/upogee> |
| en-NZ | <https://www.getapp.co.nz/software/2111181/upogee> |
| en-SG | <https://www.getapp.sg/software/2111181/upogee> |
| en-ZA | <https://www.getapp.za.com/software/2111181/upogee> |

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