Sharesight vs. i3DIY Comparison


Sharesight	i3DIY Ownla	+	+
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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).		About How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges.
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		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
Audience Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).		Audience Investors looking for tools to manage their investments
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 Not Supported
API Offers API Supported		API Offers API Not Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $11.25 per month (annually) Price in USD, local pricing available in select markets. Free Version Supported Free Trial Supported		Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Read all reviews		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

Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported		Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com		Company Information Ownla Founded: 2018 United States www.i3diyinvestor.com
Alternatives AllInvestView		Alternatives Wealth Elite REDVision Tech
Finapolis Finapolis Inc		Guardfolio
InvestSMART		Stratiphy
Portseido		AdvisoryWorld
Snowball Analytics View All		Venn by Two Sigma Two Sigma View All
Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported		Categories Investment Management 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 Show More Features 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
Integrations Diversiview Supported Interactive Brokers Supported TaxTank Supported Xero Supported View All 4 Integrations		Integrations Diversiview Not Supported Interactive Brokers Not Supported TaxTank Not Supported Xero Not Supported
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