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About

We built Palance because investing shouldn’t feel like guessing. Most platforms overwhelm you with data but stop short of showing what actually matters. At Palance, we bring clarity to every decision, unifying your assets across markets, highlighting exposures, uncovering hidden risks, and surfacing smarter insights through intuitive design. From our own frustration as investors, we created Palance to be the platform we wished existed, one that’s powerful enough for professionals yet accessible to anyone who wants to invest with confidence. With deeper analytics, better coverage, and a cleaner experience, Palance empowers you to see your portfolio the way it truly is, and make decisions that align with your goals.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Active Investors, Passive Investors, Traders

Audience

Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$11.25 per month (annually)
Free Version
Free Trial

Reviews/Ratings

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Palance
Founded: 2022
Japan
www.palance.co

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

Alternatives

Alternatives

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero
Claim Palance and update features and information
Claim Palance and update features and information