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Alternatives to Sharesight

10 alternatives

  1. 1Investment Portfolio Management

    Portseido

    Investment Portfolio Management

    Investment portfolio tracking platform for retail and semi-professional investors with real-time data.

    Multi broker portfolio aggregationAutomatic trade import and parsingReal time price and dividend updates

    Price$8+ / month

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  2. 2Investment Portfolio Management

    Snowball Analytics

    Investment Portfolio Management

    Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.

    Free planFree trialTiered plansWealth ManagementInvestment Management Software

    Price$9.99+ / month

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  3. 3Investment Portfolio Management

    Novus Partners

    Investment Portfolio Management

    Investment analytics platform for institutional investors with portfolio and risk management.

    Portfolio performance analytics and attributionPortfolio exposure analysis and monitoringRisk assessment and value at risk calculation
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  4. 4Investment Portfolio Management

    Pathzero

    Investment Portfolio Management

    Portfolio emissions management platform for private market investors tracking financed Scope 3 emissions.

    Portfolio climate data integration and enrichmentAudit ready reporting and compliancePublic and private markets data integration
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  5. 5Investment Portfolio Management

    FinMason

    Financial Analytics

    Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.

    White labeled portfolio visualization and reportingCloud native investment data management platform
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  6. 6Investment Portfolio Management

    Burgiss Group

    Investment Portfolio Management

    Private markets data and analytics provider (now MSCI) for institutional investors.

    Financial Data FeedsImprove Decision Quality
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  7. 7Investment Portfolio Management, Accounting Software

    CoinTracker

    Crypto Accounting

    Cryptocurrency portfolio tracker and tax software for traders with exchange integrations.

    Free planSOC 2Accounting SoftwareTax Management
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  8. 8Investment Portfolio Management

    Vestmark

    Portfolio Management

    Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.

    Unified portfolio managementAutomated trading and rebalancingTax aware portfolio management
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  9. 9Investment Portfolio Management

    Copperleaf

    Investment Portfolio Management

    Asset investment planning and management software for utilities, transportation, and energy companies.

    Capital allocation optimizationRisk assessment and mitigationEsg and sustainability reporting
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  10. 10Investment Portfolio Management

    Northfield Information

    Financial Risk Management

    Risk analytics and portfolio management software for institutional asset managers.

    Banking SoftwareInvestment Portfolio Management
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