Assetgrip
5.8#75 in portfolio management softwareSelf-hostedWindows
VisitAssetgrip vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Assetgrip | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Asset coverage | The platform lists 15 asset classes, including public and private equity, real estate, cash, commodities, and infrastructure. | Users can add cash accounts and property alongside investments to see their portfolio in one place. |
| Headquarters | Vinkeveen, The Netherlands | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Risk analysis | Risk tools include economic exposures, liquidity and expected cash flows, plus scenario and sensitivity analysis. | Yes |
| Security | The security overview lists a local network client with VPN connection, client and user passwords, user roles, encrypted client data, backups and two-factor authentication. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | The brochure describes “Inside SFO support,” including shared central pricing, templates and help managing bank statements with Power BI in Excel. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Assetgrip plans
No prices published.
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 Assetgrip 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.