Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs Tamarac
What both publish
| Fact | Sharesight | Tamarac |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Audience | Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries. | The product page describes Tamarac as serving independent registered investment advisors (RIAs). |
| Founded | 2006 | 2000 |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Seattle, Washington, USA |
| 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. | Envestnet Tamarac offers trading, reporting, billing, and CRM tools for wealth management practices. |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access. |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information. |
| 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
Tamarac plans
- Envestnet TamaracPriced on request
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 Tamarac if…
You want what its maker publishes above — check its page for the details.