Exirio vs Sharesight
Exirio
exirio.comSharesight
sharesight.comSide by side
| Figure | Exirio | Sharesight |
|---|---|---|
| Price from | $7.42/mo | $7/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 5 | 13 |
| Spec score · Investment Tools | 8.9 (#1) | 8.9 (#2) |
| Spec score · Portfolio Management Software | 8.5 (#11) | 9.0 (#2) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2006 |
| Free plan | Yes | Yes |
| Headquarters | Dover, Delaware, USA | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | Exirio describes itself as a wealth management app for tracking investments in any currency. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Risk analysis | Yes | Yes |
| Security | The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Plans
Exirio
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced on request
Sharesight
- 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
- Business (50-99 portfolios)$10.50 a month
- Business$13.50 a month
- Business (100+ portfolios)$9.20 a month
- Business 100+ portfolios$9.20 a month
In their own words
Sharesight
Sharesight is an online portfolio and dividend tracker for following investment prices, performance, and income. It supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments; users can also add cash accounts and property. Trades can be imported from more than 200 global brokers, while dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.