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Showing 1 - 20 of 52 Products

Top 5 Sharesight Alternatives

Kubera logo
A Tool to Measure Investments Write a Review
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What is Kubera and how does it work?

Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software.

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Kubera Pricing

  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
Personal Capital logo
Get going with seamless financial management and decision making Write a Review
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What is Personal Capital and how does it work?

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

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Personal Capital Pricing

  • Free Trial Not Available
  • Personal Capital Offers Custom plan.
Snowball Analytics logo
One-click portfolio rebalancing Write a Review
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What is Snowball Analytics and how does it work?

The dividend calendar helps to track the dates of dividend payouts, compare current and planned earnings and predict income for the year ahead. Assesses the financial condition of the company and helps create a safer source of passive income. Many companies tend to increase dividend payments now. They make sure clearly see by how much passive income in portfolio grows.

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Snowball Analytics Pricing

  • Free Trial Available
  • Starts at $8.33. Offers Free-forever plan.
Morningstar Office logo
Remake your workday in a seamless manner with Morningstar Office 4 Based on 28 Ratings
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What is Morningstar Office and how does it work?

Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management.

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Morningstar Office Pricing

  • Free Trial Not Available
  • Morningstar Office Offers Custom plan.
Portfoliopilot logo
Perfect Tool for Understanding the Portfolios Write a Review
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What is Portfoliopilot and how does it work?

Introducing portfoliopilot, the essential tool for serious investors and asset managers to get ahead of the market curve. With portfoliopilot, can easily monitor macroeconomic events and trends, giving an unparalleled look into what's affecting the investment portfolio. Whether the customer is investing short-term or long-term, with portfoliopilot will be able to quickly identify anomalies and take action – invest in undervalued assets, adjust course and save a financial headache in the process! portfoliopilot gives ALL the information need right at the fingertips. If this isn't enough it also built watchlists specifically tailored to managing the investments – no more having to flip through endless data sets to find what's needed. The investors have chosen portfoliopilot as their preferred tool for understanding their portfolios!

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Portfoliopilot Pricing

  • Free Trial Not Available
  • Portfoliopilot Offers Free-forever plan.

Products Similar to Sharesight

Rundit logo
The Ultimate Global Platform for Portfolio Management Write a Review
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What is Rundit and how does it work?

Rundit is the ultimate global platform for portfolio management and investor reporting. This comprehensive software designed for Venture Capitals, Investment Companies, and Family Offices offers a wealth of important information about their investments in real-time. With this highly advanced resource at fingertips, can access up-to-date reports of the fund's performance. From there get a crystal clear overview of the growth, risk, liquidity and all other aspects of each investment, so can make better informed decisions that optimize the profits and minimize any potential risks. It offers professionals an intelligent solution that simplifies investor reporting while adding granularity insight into their portfolio performance in real time.

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Rundit Pricing

  • Free Trial Not Available
  • Starts at $349.00. Offers Free-forever plan.
Morningstar Direct logo
An Investment Analysis Рlаtfоrm 4.1 Based on 20 Ratings
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What is Morningstar Direct and how does it work?

Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user.

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Morningstar Direct Pricing

  • Free Trial Not Available
  • Morningstar Direct Offers Custom plan.
MProfit logo
MProfit makes Portfolio management a child’s game 4.2 Based on 5 Ratings
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What is MProfit and how does it work?

MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios.

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MProfit Pricing

  • Free Trial Not Available
  • MProfit Offers Free-forever plan.
Stonksfolio logo
Analyse your portfolios with perfection using Stonkfolio Write a Review
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What is Stonksfolio and how does it work?

Stonksfolio is an excellent platform for gaining real-time insights into stock and ETF investments alike. The portfolio overview offered by the software allows easy tallying of differential performance stages made with the latest US/EU stocks and ETFs. Tracking different holdings also becomes easier with Stonksfolio. These holdings can thus be analysed carefully along with their daily changes, ongoing value and probable net return. While the holdings dashboard allows an overview of all existing holdings together, zooming into any one of them is also convenient. Further, the visuals and statistics of a single holding facilitate a quick analysis of individual purchases thoroughly. A detailed composition of each holding allows timely rebalancing to stay put to the pre-decided objectives. The integrated contribution calculator of Stonksfolio enables categorising the finances according to requirements thereby ensuring a minimum expenditure that is possible. Keeping privacy as a priority, Stonksfolio enables the creation of an anonymised link to a portfolio, that excludes confidential pieces of information like exact transaction and monetary details.

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Stonksfolio Pricing

  • Free Trial Not Available
  • Stonksfolio Offers Custom plan.
JCurve logo
Managing Portfolio Made Simple Write a Review
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What is JCurve and how does it work?

JCurve software is a platform used to track and analyze your portfolio. Measure the metrics to identify the performance of your portfolio companies. Communicate with your portfolio companies. Send reminders and collect regular updates from a single dashboard. Generate reports with JCurve app in minutes. Investors, Small, Medium and Large companies make use of the software.

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JCurve Pricing

  • Free Trial Available
  • Starts at $100.00. Offers Custom plan.
Seeking Alpha logo
Stock Market Analysis & Tools for investors Write a Review
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What is Seeking Alpha and how does it work?

Seeking Alpha provides investors with breaking news, analysis and newsletters to follow their investments and the market. We also have a suite of subscription plans that address specific investing styles and user needs.

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Seeking Alpha Pricing

  • Free Trial Available
  • Starts at $119.00. Offers Custom plan.
Robinhood logo
Commission-free Stock Trading & Investing App 2 Based on 1825 Ratings
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What is Robinhood and how does it work?

Robinhood is on a mission to democratize finance for all. They believe it should work for everyone and not just a few. Customize your portfolio with pieces of different companies and funds to help reduce risk. Trades placed during market hours are executed at that time, so you’ll always know the share price. Advanced traders can execute more sophisticated strategies like iron condors, straddles, strangles, and more.

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Robinhood Pricing

  • Free Trial Not Available
  • Robinhood Offers Custom plan.
KoreConX logo
All-in-one Platform used to manage Capital Market Activities 4.5 Based on 1 Ratings
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What is KoreConX and how does it work?

KoreConX software is a platform used to manage all digital asset management providing real-time equity and debt information. It is a secure platform with dashboard for managing all investments, portfolio tracking and optimizing exposure management with reports in real-time. Integrate directly with funding, legal and compliance resources for immediate access. Manage, and measure investors to build better relationships with your investors. Investors, Small, Medium and Large companies make use of the software.

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KoreConX Pricing

  • Free Trial Not Available
  • KoreConX Offers Custom plan.
Acorns logo
Your saving and investing assistant 3 Based on 156 Ratings
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What is Acorns and how does it work?

Acorns is a finance management platform that is first in the world to provide micro-investing to its users for future benefits and profits. It enables the customers to use its unique financial engine to round up spare cash from daily purchases and put it in a professionally run portfolio of index funds. With Acorns, you can invest spare cash, bank more wisely, and save for retirement, among other things. You can get investment accounts for you and your family, as well as retirement, checking, and methods to make more money, in under 5 minutes. The platform offers Round-Ups feature that allows you to invest spare change, a portion of each paycheck, earn more, and receive money advice on the fly. Users can get access to expert-designed smart portfolios that adapt automatically as they and their money grow. For additional protection, it offers bank-level security, two-factor authentication and 256-bit encryption. Additionally, with smart deposit and no extra charges, and real-time round-ups, you can get the metal debit card that invests and saves for you every time you splurge.

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Acorns Pricing

  • Free Trial Not Available
  • Starts at $1.00.
FireShot logo
On-web ScreenCapture and Annotation 4.4 Based on 16 Ratings
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What is FireShot and how does it work?

FireShot is an on-web screen capture and annotation software with an intuitive user interface, facilitating faster and comfortable use. It can be used to generate how to screenshots, training brochures,, offer assistance to people, convert webpages to PDF and more. A built-in image editor within the particular, allows users to make edits within a screenshot in real-time, annotate them, append headers-footers and add hyperlinks. It can be used to capture screenshots of webpages, users can either capture a selected part or take shots of multiple open tabs in a single click. They can automate bug-tracking and easily upload custom screenshots to FTP and HTTP servers. The software can be used to transform live pages into relevant information by saving the particulars in the form of JPEG, PDF, PNG, GIF or BMP. The saved data can be uploaded on Microsoft OneNote or other external programs. FireShot provides optimum security to user data by storing the screenshots within their PC. It can function without the internet in a seamless manner.

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FireShot Pricing

  • Free Trial Not Available
  • Starts at $39.95.
Orion Advisor Trading logo
Trading and Rebalancing Solutions Write a Review
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What is Orion Advisor Trading and how does it work?

Orion's trading suite, which includes a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace, empowers firms to personalize client portfolios while scaling back-office processes.

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Orion Advisor Trading Pricing

  • Free Trial Not Available
  • Orion Advisor Trading Offers Custom plan.
Alto logo
Grow Savings Write a Review
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What is Alto and how does it work?

By leveraging Alto's platform, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, and SEP IRAs, Alto is making alternative investments accessible and cost-effective for the average investor, can now access their retirement savings to invest in assets previously only available to high-net-worth individuals.

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Alto Pricing

  • Free Trial Not Available
  • Alto Offers Custom plan.
Allvue logo
Alternative Investment Software & Investment Support 5 Based on 3 Ratings
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What is Allvue and how does it work?

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

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Allvue Pricing

  • Free Trial Not Available
  • Allvue Offers Custom plan.
Calamari logo
A reliable absence tracking solution provider 4.5 Based on 41 Ratings
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What is Calamari and how does it work?

Calamari.io is an HR software that mainly deals with tracking and planning all types of time off, vacation and sick leave. The setup and use of this software are very easy so your staff will not need undergoing special training to master this software. Tracking attendance with mobile apps is also possible. The HR software comes equipped with many beneficial HR features like employe database, timesheets, benefits management, compensation management, etc. This simple and highly intuitive staff management platform helps to save a considerable amount of time by automating the entire absence management process and keep track of the remote work. Calamari is open to customization and is very flexible.

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Calamari Pricing

  • Free Trial Available
  • Starts at $10.00.
Ripsaw logo
The ultimate wealth management tool for you Write a Review
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What is Ripsaw and how does it work?

Ripsaw is an advanced wealth management platform, ideally suited to enterprises of all sizes from large to medium to small for managing and monitoring their assets and revenues. It compiles all of the user's assets and obligations into an online, auto-updated balance sheet that estimates the wealth portfolio's net value. The platform has access to pertinent data for evaluating the risk-return characteristics of each asset and debt on the balance sheet. It creates a wealth portfolio dashboard by combining these separate variables and their relationships. Ripsaw assists in gaining control over the most critical areas of one's financial life. It assists you in making sound financial and investing decisions by taking help of legal policies and schemes.Users can additionally set up targets and goals for their teams to elevate growth rate levels and better performance of the company. It additionally enables the user to track and monitor their investors, data, and subscriptions all at a single customizable dashboard. Ripsaw offers a free trial version of their software to test and try their smart tools.

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Ripsaw Pricing

  • Free Trial Available
  • Starts at $18.99.

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