SmartFolio for Windows

Used SmartFolio for Windows?

SmartFolio Analysis

AI Assisted Content · June 11, 2026

Not written by CNET Staff.

SmartFolio is a trial version tax software designed for Windows users, offering a range of features to streamline the tax preparation process. This application aims to simplify tax calculations, document organization, and reporting, making it easier for users to manage their financial obligations. With an intuitive interface, SmartFolio allows users to input their financial data, track deductions, and generate tax forms with ease.

Top Recommended Alternative

EZ-ACH

Trial version

In addition to its core functionalities, SmartFolio provides tools for estimating tax liabilities and identifying potential credits, enhancing the overall user experience. The software supports various tax scenarios, catering to both individual and small business users. Its trial version allows users to explore the features before committing to a full purchase, ensuring it meets their needs for efficient tax management.

SmartFolio for Windows

Used SmartFolio for Windows?

Explore More

Full Specifications

GENERAL

Release: June 13, 2013

Latest update: June 11, 2026

Version: 3.0.88

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 7
Windows 10
Windows 2000
Windows XP
Windows Vista

Additional Requirements: Microsoft Excel 2007/2003/XP/2000

POPULARITY

Total Downloads: 724

Downloads Last Week: 0

Report Software

Program available in other languages

Descargar SmartFolio

Last Updated

User Reviews

2.3/5

3 User Votes

Sophiticated Software simple to use
KeleungApril 25, 2013
Pros
1. easy to use 2. practical 3. based on state-of-art portfolio theories 4. the MOST IMPORTANT, it is CHEAP 5. Therefore, it is worth every penny and more....
Cons
It does need some technical support, however, the vendor is very responsibe and responsible, quick fix available.
Summary
I've been using it since 2008. by using Smartfolio, I host a few portfolios in close-end fund, family house and private equity fund. Recently I managed a equity fund portfolio of 28 large-to-mid cap stocks, to achieve 15.98% Aunnal Return YTD, with Sharpe Ratio 1.94. There is nothing more to say than the fact that Smartfolio is for real!
Didn't install in Windows 7
pel11October 30, 2011
Pros
Looks like high quality software.
Cons
Downloaded the trial version on Oct 29, 2011, and when trying to run after installation and reboot an error message was thrown stating: "DLL's not properly installed." During installation, there appeared to be a lot of .OCX files and some "VB6run" DLLs -- so it is apparent that that .NET is not used exclusively. My suggestions would be to convert the VB6 to VB.NET or C++, and get a better installer such as Installshield, and develop multilingual installations.
Summary
If a program does not install successfully, then the package is likely to be underdeveloped. If you need technical support to install a program, imagine what you would need throughout the useful life of the program.<br /><br /><span class='notifyMsg'> Updated </span>on Nov 6, 2011<p/>Program has stabilized somewhat after Windows 7 learned how to adjust for its peculiarities. Excel 2007 keeps disabling one of the add-in .DLLs, since it throws an exception (error message) that serious damage can result by continued use of the .DLL
Stay Away!
notsniw2February 24, 2010
Pros
Feature rich, with sophisticated portfolio analysis
Cons
It doesn't work!
Summary
I really wanted to like this product because of all the touted portfolio analysis capabilities. Unfortunately, the program crashed within the first five minutes of use. I managed to add four different stock symbols and as soon as I selected "Efficient Frontier" the program crashed. Thinking this was very odd, I emailed the company with my computer specs and software specs (Excel 2007 and Windows 7) I was told that my hardware and software is fine. Upon contacting support I received a prompt response but when I implemented Boris' suggestions (basically to re-enable the ribbon add-in and try again) the program immediately crashed again. I decided to send him screenshots of all the error messages and told him I thought it was terrible that the program should crash like this when trying to use one of it's basic features and that I was concerned about the reliability, especially since I was planning on using it in a professional manner. I guess he did not like that because I have not heard a solution or response of any kind from Boris or anyone else at the company despite a follow-up email. I almost purchased the program for $600 but I am extremely glad I downloaded the trial first! The program is unusable for me. I would have expected Boris (apparently the Managing Director) to be a bit more customer oriented or concerned about such a fatal program flaw. Hopefully his lack of response is due to time constraints from fixing the program. Although, it would still be nice to get some sort of response, very unprofessional.

Developer’s Description

By Modern Investment Technologies

Manage risks, allocate assets, and optimize portfolios.

SmartFolio is an asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience. Based on continuous-time portfolio theory, SmartFolio enables you to rebalance your portfolio from time to time.