Addepar vs Sharesight Comparison
Addepar
Starting at Contact for pricing
- Large Enterprises
- Medium Business
Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are m…
Sharesight
Starting at $12 /Month
- Freelancers / Consultants
- Large Enterprises
. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to…
Sharesight leads on user satisfaction with a 4.6-star rating across 410 reviews.
Addepar vs Sharesight — at a glance
| Feature | Addepar | Sharesight |
|---|---|---|
| Rating | 4.1 / 5 | 4.6 / 5 |
| Reviews | 4 | 410 |
| Starting price | Contact for pricing | $12 /Month |
| Free trial | No | No |
| Free version | No | No |
| Best for | Large Enterprises, Medium Business, Small Business | Freelancers / Consultants, Large Enterprises, Medium Business |
| Category | Investment Portfolio Management Software | Investment Portfolio Management Software |
| Platforms | SaaS/Web/Cloud, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | Available | Available |
| Support modes | Online | Online |
| Certifications | SOC 2, GDPR | GDPR |
| Data residency | US | Global |
Key differences between Addepar and Sharesight
- Pricing: Sharesight starts at $12 /Month. Addepar pricing is not publicly listed.
- Target audience: Addepar is built for Large Enterprises and Medium Business, while Sharesight targets Freelancers / Consultants and Large Enterprises.
- User satisfaction: Sharesight scores higher with a 4.6-star average.
- Deployment: Addepar supports SaaS/Web/Cloud, Mobile - iOS; Sharesight supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.
Addepar vs Sharesight — find the better fit before you commit.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Investment Portfolio Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
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Addepar vs Sharesight: Biggest differences
Start here before you go deeper into features.
Large Enterprises, Medium Business, Small Business
Best for individual investors needing simple, tax-focused stock portfolio tracking.
- You want automatic portfolio aggregation across multiple brokers and countries.
- You need built-in capital gains tax reporting and stock split adjustments.
- You prefer a user-friendly platform suitable for beginners and experienced users.
- You are an active trader exceeding 1000 trades needing higher trade limits.
- You require a highly reliable platform with guaranteed 24/7 uptime.
Addepar typically suits Large Enterprises and Medium Business. Sharesight tends to fit Freelancers / Consultants and Large Enterprises better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on ... Read More about Addepar | . Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform ... Read More about Sharesight |
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Entry Level Pricing |
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User RatingsBased on verified Spotsaas reviews | ||
Best Company Size | Medium BusinessLarge Enterprises | FreelancersSmall to medium businesses |
Get pricing help | Get pricing help |
Software Demo
Demo |
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How do Addepar and Sharesight Compare on Features?
Total Features | 5 Features | 6 Features |
|---|---|---|
Unique Features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Addepar and Sharesight on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
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Pricing Page | Pricing information not available |  |
Addepar vs Sharesight: Other Details
Organization Types supported |
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Platforms Supported |
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Modes of support |
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API Support |
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Get help choosing | Get help choosing |
Addepar vs Sharesight Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | — |
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HIPAA | ✗ No | ✗ No |
GDPR | ✓ Yes | ✓ Yes |
Single Sign-On (SSO) | ✓ Yes | — |
Multi-Factor Auth (MFA) | ✓ Yes | — |
Data Encryption | ✓ Yes | ✓ Yes |
Audit Logs | ✓ Yes | — |
Data Residency | 🇺🇸 US | 🌐 Global |
Addepar User Reviews & Rating Comparison
User Ratings | ||
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Rating Distribution | ||
Spotsaas Editor’s POV generated by AI | Buyer sentiment No publicly available user ratings or reviews to summarize buyer sentiment. What buyers like
Common complaints
| Buyer sentiment Users generally appreciate Sharesight for its ease of use and tax reporting capabilities but express concerns about reliability and pricing. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product |
Media and Screenshots
Screenshots | No screenshots available. |  6 Screenshots |
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Videos |  1 Videos |  3 Videos |
Top Alternatives to Addepar and Sharesight in 2026
Alternatives |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Addepar or Sharesight?
- Sharesight edges out the other on user ratings (4.6 vs 4.1). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Addepar and Sharesight offer a free trial?
- Neither Addepar nor Sharesight currently lists a free trial.
- What is the starting price of Addepar vs Sharesight?
- Addepar starts at Contact for pricing. Sharesight starts at $12 /Month.
- What are the top alternatives to Addepar?
- Top alternatives to Addepar include Assetmax, Ziggma, Croesus Advisor, Sharesight, Acorns.
- What are the top alternatives to Sharesight?
- Top alternatives to Sharesight include Morningstar Office, Ziggma, Acorns, KoreConX, MProfit.