Performativ
6.5#53 in portfolio management softwareAndroidiOSWebAPI
VisitPerformativ vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Performativ | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The maker states that Performativ provides EU data residency, role-based access control, and immutable system activity logs. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
Performativ plans
- PerformativPriced on request
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 Performativ 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.