Investment Account Manager vs Sharesight
Investment Account Manager
investmentaccountmanager.comSharesight
sharesight.comSide by side
| Figure | Investment Account Manager | Sharesight |
|---|---|---|
| Price from | $159/mo | $7/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 2 | 13 |
| Spec score · Portfolio Management Software | 7.7 (#50) | 9.0 (#2) |
| Spec score · Stock Portfolio Management | 8.1 (#11) | 8.6 (#5) |
| Company history | QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006. | Sharesight’s story page begins in 2006, when a Kiwi father-and-son duo sought a better way to track shares, and says the company has offices in Wellington and Sydney. |
| Founded | 1985 | 2006 |
| Free plan | No | Yes |
| Headquarters | Mequon, Wisconsin, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Tax-lot tracking | Yes | Yes |
Plans
Investment Account Manager
- IAM4 Individual New Activation$159 a month
- IAM4 Individual New Activation$159, 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
Investment Account Manager
Investment Account 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.