Sharesight4.0 out of 5 stars |
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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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Volaren:
About
Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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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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Volaren:
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:
Audience
Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
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Volaren:
Audience
Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
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Sharesight:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Volaren:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Sharesight:
API
Offers API
Supported
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Volaren:
API
Offers API
Not Supported
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Sharesight:
Screenshots and Videos |
Volaren:
Screenshots and VideosNo images available
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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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Volaren:
Pricing
$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version
Supported
Free Trial
Not Supported
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Sharesight:
Reviews/
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Volaren:
Reviews/
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Sharesight:
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Volaren:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Sharesight:
Company InformationSharesight
Founded: 2007
New Zealand
www.sharesight.com
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Volaren:
Company InformationVolaren
Founded: 2026
United States
www.volaren.ai/
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Sharesight:
Alternatives |
Volaren:
Alternatives |
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Volaren:
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Sharesight:
Categories |
Volaren:
Categories |
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Sharesight:
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
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
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Sharesight:
Integrations
Alpaca
Not Supported
Charles Schwab
Not Supported
Coinbase
Not Supported
Diversiview
Supported
E*TRADE
Not Supported
Interactive Brokers
Supported
Kraken
Not Supported
OANDA
Not Supported
Public
Not Supported
Questrade
Not Supported
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Volaren:
Integrations
Alpaca
Supported
Charles Schwab
Supported
Coinbase
Supported
Diversiview
Not Supported
E*TRADE
Supported
Interactive Brokers
Not Supported
Kraken
Supported
OANDA
Supported
Public
Supported
Questrade
Supported
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Volaren:
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