Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs SimCorp One
SimCorp One
6.1#64 in portfolio management softwareVisitWhat both publish
| Fact | Sharesight | SimCorp One |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Asset coverage | Users can add cash accounts and property alongside investments to see their portfolio in one place. | The portfolio management page describes workflows for traditional securities, alternatives, derivatives, and private assets on one platform. |
| Founded | 2006 | 1971 |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Copenhagen, Denmark |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | SimCorp says its security measures include firewalls, encryption, connectivity options, and security activities integrated into software development. |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | SimCorp says its managed business services teams work globally 24/5 and provide 24x5 support with service-level agreements. |
| Tax-lot tracking | Yes | Yes |
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
SimCorp One plans
No prices published.
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.
Pick SimCorp One if…
You want what its maker publishes above — check its page for the details.