P1 Platform
6.6#51 in portfolio management softwareFrom £0.15 a yearAndroidiOSWebAPI
VisitP1 Platform vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | P1 Platform | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Security | The maker says the platform uses multi-factor authentication. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | The listed platform fee includes UK-based support, and the maker describes access to real people who understand adviser businesses. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
P1 Platform plans
- Platform fee£0.15 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 P1 Platform 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.