Addepar
7.0#27 in portfolio management softwareAndroidiOSWebAPI
VisitAddepar vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Addepar | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2009 | 2006 |
| Headquarters | New York City, New York, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
Addepar plans
- AddeparPriced on request
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Pick Addepar if…
You want what its maker publishes above — check its page for the details.
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.