Orion Portfolio Accounting vs Sharesight
Orion Portfolio Accounting
orion.comSharesight
sharesight.comSide by side
| Figure | Orion Portfolio Accounting | Sharesight |
|---|---|---|
| Price from | $1,083.33/mo | $7/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 13 |
| Spec score · Portfolio Management Software | 8.1 (#25) | 9.0 (#2) |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 1999 | 2006 |
| Headquarters | Omaha, Nebraska, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Security | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Plans
Orion Portfolio Accounting
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
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
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms. It includes advisory fee billing, household-level rebalancing and trading, a client portal and mobile app, plus professional services, cloud data warehousing and data services. Advisors can assemble personalized reports using drag-and-drop controls and sub-report options. Orion says it reconciles brokerage data with custodians overnight, aiming to have positions reconciled before the U.S. market opens on a typical trading day. The platform lists hundreds of integrations and an open API framework, including an AltExchange connection for alternative-asset aggregation, reporting and billing. It is available standalone or bundled in Orion Foundation, Essentials or Advantage Stacks, with module availability varying by tier. Standalone pricing is on request and depends on firm size, assets under management and configuration. Stack prices start at $13,000 a year for Foundation, $18,000 a year for Essentials and $28,000 a year for Advantage. Orion lists Android, iOS, web and API availability, and offers support by chat, phone, email and co-browsing.
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.