Seraf
6.7#49 in portfolio management softwareFrom $600 a yearWebAPI
VisitSeraf vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Seraf | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Audience | Seraf describes its users as individual investors, angel groups, venture capital funds, family offices, and private credit funds. | Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries. |
| Founded | 2013 | 2006 |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Product | Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and reporting. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Security | Seraf says its privacy policy includes EU Standard Contractual Clauses and that it uses encryption for sensitive information in transit. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | Enterprise accounts include guided onboarding and ongoing email support; individual accounts receive knowledge-base support, with hands-on data-entry services available for an hourly rate. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Seraf plans
- Advanced$600 a year
- Professional$800 a year
- Angel group, 1–49 seats$995 a year
- Angel group, 50–99 seats$1,295 a year
- Angel group, 100–149 seats$1,695 a year
- Angel group, 150+ seats$2,195 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 Seraf 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.