Exirio
7.6#13 in portfolio management softwareFrom $89 a yearAndroidiOSWeb
VisitExirio vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Exirio | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2006 |
| Free plan | Yes | Yes |
| Headquarters | Dover, Delaware, USA | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | Exirio describes itself as a wealth management app for tracking investments in any currency. | 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 | The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Exirio plans
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced 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 Exirio 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.