Sharesight vs WealthSpectrum
Sharesight
sharesight.comWealthSpectrum
wealthspectrum.comSide by side
| Figure | Sharesight | WealthSpectrum |
|---|---|---|
| Price from | $7/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 13 | 0 |
| Spec score · Portfolio Management Software | 9.0 (#2) | 7.8 (#40) |
| Asset coverage | Users can add cash accounts and property alongside investments to see their portfolio in one place. | It supports assets including equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, private equity and real estate funds, hedge funds, and third-party PMS products. |
| Performance reporting | Yes | Yes |
| Product | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. | WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations. |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting. |
Plans
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
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.
WealthSpectrum
WealthSpectrum is an integrated wealth management platform for front-, middle-, and back-office operations. It supports portfolio accounting across equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets, including private equity, real estate, and hedge funds. Portfolio tools cover client profiling, rebalancing, trade orders, monitoring, fees and billing, performance measurement, reporting, and analytics. It calculates time-weighted and money-weighted returns and supports market, custom, and blended benchmarks. Trading workflows include pooled orders, pre-trade compliance checks, and post-trade allocations. Investor and client reports can include investment summaries, performance reports, and tax statements. The Client and RM Portal provides portfolio views, charts, transaction histories, and exportable reports, along with AI-generated meeting notes and action items based on portfolio reviews and market views. Integrations and data connections include brokers, custodians, mutual fund platforms, data feeds, and APIs for CRM, onboarding, EMS, and WhatsApp reporting. Deployment options include on-premise, private cloud, and managed cloud. Pricing is on request.