Sharesight4.0 out of 5 stars |
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| PortfolioShop | Sharesight | |||||
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PortfolioShop:
About
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution.
Modules Include:
General Ledger
Partnership Accounting
Portfolio Accounting
Client/Investor Reporting
Client/Investor Portal
Performance Measurement
Risk Management
Data Aggregation
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Sharesight:
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).
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PortfolioShop:
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
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Sharesight:
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
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PortfolioShop:
Audience
Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers
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Sharesight:
Audience
Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
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PortfolioShop:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Sharesight:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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PortfolioShop:
API
Offers API
Supported
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Sharesight:
API
Offers API
Supported
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PortfolioShop:
Screenshots and Videos |
Sharesight:
Screenshots and Videos |
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PortfolioShop:
Pricing
$1500/month
Free Version
Not Supported
Free Trial
Not Supported
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Sharesight:
Pricing
$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Supported
Free Trial
Supported
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PortfolioShop:
Reviews/
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Sharesight:
Reviews/
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PortfolioShop:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Sharesight:
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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PortfolioShop:
Company InformationPortfolioShop
Founded: 1998
United States
www.portfolioshop.com
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Sharesight:
Company InformationSharesight
Founded: 2007
New Zealand
www.sharesight.com
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PortfolioShop:
Alternatives |
Sharesight:
Alternatives |
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PortfolioShop:
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Sharesight:
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PortfolioShop:
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PortfolioShop:
Categories |
Sharesight:
Categories |
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PortfolioShop:
Investment Management Features
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Not Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Stock Portfolio Management Features
Billing & Invoicing
Supported
Client Management
Supported
Data Warehousing
Supported
For Investment Advisors
Supported
For Traders
Not Supported
Order Management
Supported
Portfolio Accounting
Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Supported
Technical Analysis
Not Supported
Wash Sale Detection
Supported
Hedge Fund Features
Compliance Management
Supported
Contact Management
Not Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Partnership Accounting
Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
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Sharesight:
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
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
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PortfolioShop:
Integrations
Alpha Vantage
Supported
Auth0
Supported
CoinTracking
Supported
Diversiview
Not Supported
Interactive Brokers
Not Supported
Microsoft 365
Supported
Slack
Supported
TaxTank
Not Supported
Xero
Not Supported
Xignite
Supported
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Sharesight:
Integrations
Alpha Vantage
Not Supported
Auth0
Not Supported
CoinTracking
Not Supported
Diversiview
Supported
Interactive Brokers
Supported
Microsoft 365
Not Supported
Slack
Not Supported
TaxTank
Supported
Xero
Supported
Xignite
Not Supported
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PortfolioShop:
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