AssetBook Pulse
5.9#70 in portfolio management softwareWeb
VisitAssetBook Pulse vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | AssetBook Pulse | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Company history | AssetBook says it was founded in 2007 by Rob Major and Ken Park. | Sharesight’s story page begins in 2006, when a Kiwi father-and-son duo sought a better way to track shares, and says the company has offices in Wellington and Sydney. |
| Founded | AssetBook says it was founded in 2007 by Rob Major and Ken Park. | 2006 |
| Headquarters | AssetBook lists its mailing address in Bear, Delaware. | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | Pulse is a portfolio management and reporting system for financial advisors, built with an open API. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Risk analysis | Yes | Yes |
| Security | AssetBook says data is encrypted at rest and in transit by default. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | AssetBook says client support, including onboarding and partner integration assistance, is provided at no additional cost. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
AssetBook Pulse plans
- PulsePriced 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 AssetBook Pulse 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.