Fund Manager vs. Sharesight Comparison


Fund Manager Beiley Software	Sharesight	+	+
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About Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions.		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 Portfolio management software for anyone wanting to track stocks, funds, options, bonds		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 $129 per license 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 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Read all reviews

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information Beiley Software Founded: 1993 United States www.fundmanagersoftware.com		Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com
Alternatives Fundy Exquance Software		Alternatives AllInvestView
MProfit Advisor MProfit Software		Finapolis Finapolis Inc
VISE Vise		InvestSMART
Pro Stock Tracker		Portseido
Dion Portfolio Tracker Dion Global Solutions View All		Snowball Analytics View All
Categories Stock Portfolio Management Supported		Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported
Stock Portfolio Management Features Billing & Invoicing Supported Client Management Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Not Supported Technical Analysis Supported Wash Sale Detection 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 Diversiview Not Supported Interactive Brokers Not Supported TaxTank Not Supported Xero Not Supported		Integrations Diversiview Supported Interactive Brokers Supported TaxTank Supported Xero Supported View All 4 Integrations
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