Fund Manager vs Sharesight
Fund Manager
fundmanagersoftware.comSharesight
sharesight.comSide by side
| Figure | Fund Manager | Sharesight |
|---|---|---|
| Price from | — | $7/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 13 |
| Spec score · Stock Portfolio Management | 8.7 (#3) | 8.6 (#5) |
| Spec score · Portfolio Management Software | 8.1 (#29) | 9.0 (#2) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 1993 | 2006 |
| Free plan | No | Yes |
| Headquarters | Chandler, Arizona, USA | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors. | 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 company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Tax-lot tracking | Yes | Yes |
Plans
Fund Manager
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
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
Fund Manager
Fund Manager has no write-up on Specifiction yet; its figures are above.
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.