Fund Manager
6.8#42 in portfolio management software$139 one-timeWebWindows
VisitFund Manager vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Fund Manager | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 1993 | 2006 |
| Free plan | No | Yes |
| Headquarters | Chandler, Arizona, USA | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors. | 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 company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Tax-lot tracking | Yes | Yes |
Fund Manager plans
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
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 Fund Manager 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.