Finary
8.5#5 in portfolio management softwareFrom €44.99 a yearFree planAndroidiOSWebAPI
VisitFinary vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Finary | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2006 |
| Free plan | Yes | Yes |
| Headquarters | Paris, France | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
Finary plans
- Finary Plus€149.99 a year
- Finary Pro€349.99 a year
- FreeFree
- Finary Lite€44.99 a year
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 Finary if…
Finary suits people who want a single view of connected finances, investments, and other assets, with budgeting and portfolio analysis tools. The free plan may fit users tracking up to two accounts and two goals; larger needs can consider a paid tier.
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.