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Freehold vs Sharesight

Freehold

6.8#43 in portfolio management softwareFrom $29 a month
Free planWebAPI
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Sharesight

8.6#3 in portfolio management softwareFrom $7 a month
Free planAndroidiOSWebAPI
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What both publish

FactFreeholdSharesight
Asset class coveragesingle_assetmulti_asset_alternatives
Free planYesYes
Performance reportingYesYes
Risk analysisYesYes
SupportPro includes priority support and Portfolio includes dedicated support.Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support.

Freehold plans

  • StarterFree
  • Investor$29 a month
  • Pro$79 a month
  • Portfolio$199 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 Freehold 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.

Charts they share