PortfolioPilot
7.6#14 in portfolio management softwareFrom $240 a yearFree planWeb
VisitPortfolioPilot vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | PortfolioPilot | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Asset coverage | It can track brokerage accounts, retirement accounts, crypto, cash, loans, real estate, private equity, and precious metals. | Users can add cash accounts and property alongside investments to see their portfolio in one place. |
| Free plan | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. | Yes |
| Headquarters | San Francisco, California, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
PortfolioPilot plans
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 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 PortfolioPilot 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.