Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
Visit| Fact | Sharesight | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Audience | Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries. | Stock Rover says it is designed for individual investors while also providing the power needed by financial professionals. |
| Founded | 2006 | 2008 |
| Free plan | Yes | Yes |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Braintree, Massachusetts, United States |
| Maximum portfolios | 1 | 15 |
| Performance reporting | Yes | Yes |
| Product | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. | Stock Rover is a professional investment research platform that runs directly in a browser and covers stocks, ETFs and funds across major North American exchanges. |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. |
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.
Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.