Side by side

PORTIA vs Sharesight

PORTIA

5.1#81 in portfolio management software

Self-hosted

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Sharesight

8.6#3 in portfolio management softwareFrom $7 a month

Free planAndroidiOSWebAPI

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What both publish

Fact	PORTIA	Sharesight
Asset class coverage	multi_asset	multi_asset_alternatives
Performance reporting	Yes	Yes

PORTIA plans

PORTIAPriced 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 PORTIA 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.

Charts they share

Portfolio Management Software