Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs TokenPad
What both publish
| Fact | Sharesight | TokenPad |
|---|---|---|
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Free plan | Yes | Yes |
| Headquarters | Wellington, New Zealand and Sydney, Australia | San Francisco, California, United States |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | The FAQ says connected wallets and keys are stored only on the user's phone and are not sent to or stored in an external database. |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | The FAQ directs users to Discord or to [email protected], including through the app's Support option. |
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
TokenPad 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 TokenPad if…
You want what its maker publishes above — check its page for the details.