Claritus vs. Sharesight Comparison


Claritus	Sharesight	+	+
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About Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.		About Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Enterprises and professionals seeking a private wealth service solution to keep track of all their assets		Audience Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported		Pricing $11.25 per month (annually) Price in USD, local pricing available in select markets. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 4.5 / 5 ease 5.0 / 5 features 4.0 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews		Reviews/Ratings Read all reviews
Pros & Cons from Real Users Pros Very intuitive to use! I love it! Saves me a lot of time. Let me track my investments easily. Much better than my old spreadsheet. Super useful. Gives lot of flexibility to analyze my returns across assets and investments. I can track anything I'm holding right now. Although it's still in beta, I'm getting a lot out of it compared to the other tools I've tried and to my old spreadsheet. It has cool tagging options, so I can organize my holdings by buckets. Cons Still missing quite a lot of functionality. supports US dollar only. The solution is still basic. Mainly for investment tracking. not for budgeting or day-to-day financials. I'd like more insight into my stock portfolio. I guess that'll come sometime.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information Claritus United States claritus.io		Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com
Alternatives Snowball Analytics		Alternatives AllInvestView
Kubera		Finapolis Finapolis Inc
OnePortfolio		InvestSMART
Wealthica		Portseido
PortfolioShop View All		Snowball Analytics View All
Categories Crypto Portfolio Management Supported Stock Portfolio Management Supported		Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported
		Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Not Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Not Supported Show More Features Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Not Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported
Integrations Interactive Brokers Supported Bank of America Business Advantage Supported Charles Schwab Supported Chase Business Complete Banking Supported Diversiview Not Supported Fidelity Supported Robinhood Supported TD Ameritrade Supported TaxTank Not Supported Vanguard Supported Wells Fargo Business Checking Supported Xero Not Supported Show More Integrations View All 9 Integrations		Integrations Interactive Brokers Supported Bank of America Business Advantage Not Supported Charles Schwab Not Supported Chase Business Complete Banking Not Supported Diversiview Supported Fidelity Not Supported Robinhood Not Supported TD Ameritrade Not Supported TaxTank Supported Vanguard Not Supported Wells Fargo Business Checking Not Supported Xero Supported Show More Integrations View All 4 Integrations
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