QPLIX vs Sharesight

QPLIX is wealth management software for consolidating and managing portfolios and assets. It brings reporting, client relationship management, accounting, analytics, trading and client interfaces together. Its rule-based accounting creates entries when transactions arrive and can export them to other accounting systems. Reporting presents near-real-time asset information in multiple languages and currencies, with configurable layouts and automated report creation and distribution. Clients can use predefined or customized portals, tablet and smartphone apps, and client-specific branding. Integrated trading and rebalancing tools support portfolio management and order execution. The integration ecosystem includes bank data feeds, market data providers, service partners and formats such as Salesforce, SAP and Xero. QPLIX-Q runs in a browser on any operating system; Chrome and Firefox are supported if no more than six months old. The company describes its infrastructure as self-hosted and API-based, with European data centers certified to ISO 27001 and ISAE 3402 certification. Pricing is on request, and prospective customers can request a tailored demo after an initial conversation.

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.