PortfolioPilot vs Sharesight
PortfolioPilot
portfoliopilot.comSharesight
sharesight.comSide by side
| Figure | PortfolioPilot | Sharesight |
|---|---|---|
| Price from | $20/mo | $7/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 7 | 13 |
| Spec score · Portfolio Management Software | 8.5 (#13) | 9.0 (#2) |
| Allocation analysis | Yes | Yes |
| Asset coverage | It can track brokerage accounts, retirement accounts, crypto, cash, loans, real estate, private equity, and precious metals. | Users can add cash accounts and property alongside investments to see their portfolio in one place. |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Operating company | PortfolioPilot is a technology product of Global Predictions Inc., an SEC Registered Investment Advisor. | The page identifies the company as Sharesight Ltd. |
| Free plan | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. | Yes |
| Headquarters | San Francisco, California, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
Plans
PortfolioPilot
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
- Pro$1,188 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
PortfolioPilot
PortfolioPilot 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.