App comparison
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Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Last updated: August 2025
Sharesight Alternatives & Competitors (2026)
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
2.0
Value for money
Starting price
0.7
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Backstop
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
1.5
Value for money
Starting price
0.5
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
2.1
Value for money
Starting price
1.0
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Finance app with customizable debit cards
1.8
Value for money
No pricing info
Starting price
0.6
Functionality
Stock Tracking
4.7/5
Investment Management
4.7/5
Tax Management
4.7/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Solutions for On-line businesses
2.2
Value for money
Starting price
0.5
Functionality
Quotes/Estimates
5/5
Invoice Creation
5/5
Expense Tracking
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
1.3
Value for money
Starting price
0.4
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investing has never been easier.
2.0
Value for money
Starting price
1.1
Functionality
Portfolio Management
5/5
Stock Management
5/5
Risk Management
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated wealth management and financial control system
2.5
Value for money
No pricing info
Starting price
1.3
Functionality
Contact Management
N/A
Compliance Tracking
N/A
Order Management
N/A
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
1.9
Value for money
Starting price
0.7
Functionality
Transaction History
5/5
Multi-Currency
5/5
Compliance Tracking
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate CRM and transaction management solution
1.9
Value for money
No pricing info
Starting price
0.3
Functionality
Data Import/Export
4.6/5
Performance Metrics
4/5
Investments Tracking
4/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crypto portfolio management platform
1.8
Value for money
Starting price
0.6
Functionality
Portfolio Management
5/5
Performance Metrics
5/5
Dashboard
4.9/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and deal management platform
2.2
Value for money
No pricing info
Starting price
0.9
Functionality
CRM
5/5
Search/Filter
5/5
Client Management
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
2.3
Value for money
Starting price
0.8
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management and optimization platform
1.8
Value for money
Starting price
0.3
Functionality
Risk Reporting
N/A
Real-Time Monitoring
N/A
Reporting/Analytics
N/A
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based stock portfolio management tool for investors.
1.2
Value for money
No pricing info
Starting price
0.3
Functionality
Watch List
3/5
Portfolio Management
3/5
Categorization/Grouping
3/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
2.4
Value for money
Starting price
0.7
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management for private & public companies
2.1
Value for money
No pricing info
Starting price
0.7
Functionality
Client Portal
4.5/5
Vesting Management
4.3/5
Reporting & Statistics
4/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
1.1
Value for money
No pricing info
Starting price
0.4
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial property valuation and asset management software
1.2
Value for money
No pricing info
Starting price
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
2.3
Value for money
Starting price
0.8
Functionality
Modeling & Simulation
4.8/5
Modeling & Simulation
N/A
Cash Management
N/A
Top Features
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5