Sharesight

Sharesight

4.0 out of 5 stars
Visit Website for Sharesight
Sharesight Volaren
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).
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.
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
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
Sharesight:

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Volaren:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Sharesight:

API

Offers API Supported
Volaren:

API

Offers API Not Supported
Sharesight:

Screenshots and Videos

Volaren:

Screenshots and Videos

No images available
Sharesight:

Pricing

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version Supported
Free Trial Supported
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
Sharesight:

Reviews/Ratings

Volaren:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Sharesight:

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported
Volaren:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Sharesight:

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com
Volaren:

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
Sharesight:

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Sharesight:

Categories

Volaren:

Categories

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
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
Robinhood Not Supported
Stake Not Supported
TradeStation Not Supported
Trading 212 Not Supported
Vanguard Not Supported
Wealthsimple Not Supported
Webull Not Supported
eToro Not Supported
moomoo Not Supported
tastytrade Not Supported
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
Robinhood Supported
Stake Supported
TradeStation Supported
Trading 212 Supported
Vanguard Supported
Wealthsimple Supported
Webull Supported
eToro Supported
moomoo Supported
tastytrade Supported
Volaren:
Claim Volaren and update features and information
Claim Volaren and update features and information