Insightfolio Advisor
5.9#72 in portfolio management softwareWebAPI
VisitInsightfolio Advisor vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Insightfolio Advisor | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Performance reporting | Yes | Yes |
| Reports | Reports cover 12 or more analytical sections, including risk, exposure, Monte Carlo projections, costs, and an efficient frontier, and can be shared by link or as branded PDFs. | The service provides performance, diversity, exposure, contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reports depending on plan. |
| Risk analysis | Yes | Yes |
| Security | The business page says client data is encrypted in transit and at rest, Insightfolio is GDPR compliant, and client data is not shared with third parties or used beyond reports and analytics. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | Early-access members receive a one-on-one onboarding call; ongoing support is by email, with priority support on Professional and a dedicated account manager on Enterprise. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Supported assets | It covers over 76,000 stocks, ETFs, and mutual funds listed in the US, UK, Germany, France, Canada, and Mexico; cryptocurrencies and derivatives are not supported. | The service supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments. |
Insightfolio Advisor plans
No prices published.
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 Insightfolio Advisor 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.