Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs Stock Portfolio Organizer
Stock Portfolio Organizer
6.4#56 in portfolio management softwareFrom $99 a monthWindows
VisitWhat both publish
| Fact | Sharesight | Stock Portfolio Organizer |
|---|---|---|
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Free plan | Yes | No |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | The maker recommends its help manual and FAQ, accepts questions through the FAQ, and provides an email contact page. |
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
Stock Portfolio Organizer plans
- Standard Edition$99 a month
- Professional Edition$199 a month
- Standard to Professional Upgrade$100 a month
- Professional Renewal$99 a year
- Standard Renewal$49 a year
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 Stock Portfolio Organizer if…
You want what its maker publishes above — check its page for the details.