CircleBlack Portfolio Reporting
6.8#41 in portfolio management softwareAndroidiOSWeb
VisitCircleBlack Portfolio Reporting vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | CircleBlack Portfolio Reporting | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Free plan | No | Yes |
| Headquarters | Boston, Massachusetts, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | CircleBlack Portfolio Reporting is an automated report builder with pre-built templates and custom client-ready reports that advisors can share through the platform. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Security | CircleBlack states that it uses AES 256-bit encryption at rest, TLS encryption in transit, role-based access control, and multi-factor authentication, and maintains SOC 2 Type I certification. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Tax-lot tracking | Yes | Yes |
CircleBlack Portfolio Reporting plans
- Base platform$550 a month
- CircleBlack Platform$600 a month
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 CircleBlack Portfolio Reporting 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.