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Compare Croesus Advisor vs Sharesight

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Overview

Description

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a ... Read More

. 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

Entry Level Pricing
  • Not Available
  • Starts from $12
Free Trial Availability
  • No free trial
  • No free trial
User Ratings

3.3

(3)
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Software Demo

Demo

Pricing

Pricing Option
      Starting From
      • Not Available
      • $12
      Pricing Plans
      • Not Available
      • Not Available

      Other Details

      Organization Types supported
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      Platforms Supported
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      Modes of support
      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online
      API Support
      • Available
      • Available
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      User Reviews

      User Ratings
      Rating Distribution

      Excellent

      0

      Very Good

      2

      Good

      0

      Poor

      1

      Terible

      0

      Excellent

      291

      Very Good

      62

      Good

      27

      Poor

      2

      Terible

      28

      Expert's Review generated by AI

      No Expert ai Review available for the product

      Sharesight emerges as a robust tool for managing investments, with users appreciating its ability to streamline portfolio tracking and offer insightful performance data. Users find it ...Read more

      Pros and Cons
      • Provides clear understanding and performance tracking of investments, saving time and effort.

      • User-friendly interface, suitable for both beginners and experienced users.

      • Helpful for tax reporting and CGT calculations, contributing to portfolio management.

      • Efficient customer support, prompt response, and assistance.

      • Platform can be unaccessible and unreliable at times, with no external support available.

      • High pricing, perceived as overpriced for the service provided.

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      Negative Reviews

      No reviews available for the product

      No reviews available for the product

      Integrations

      Integration with other apps

      No Integration information available.

      Media and Screenshots

      Screenshots

      No screenshots available.

      Sharesight screenshot

      6 Screenshots

      Videos
      video-0

      2 Videos

      video-0

      3 Videos

      Frequently Asked Questions (FAQs)

      Stuck on something? We're here to help with all the questions and answers in one place.

      Neither Croesus Advisor nor Sharesight offers a free trial.

      Croesus Advisor is designed for Large Enterprises, Medium Business and Small Business.

      Sharesight is designed for Freelancers, Large Enterprises, Medium Business and Small Business.

      The starting price of Sharesight begins at $12/Month, while pricing details for Croesus Advisor are unavailable.

      Some top alternatives to Croesus Advisor includes Morningstar Office, MProfit, Personal Capital, Shootih, i-lign, BigAgile, Portfoliopilot, Assetmax and JCurve.

      Some top alternatives to Sharesight includes Morningstar Direct, Morningstar Office, MProfit, Personal Capital, Portfoliopilot, Snowball Analytics, Stonksfolio, Kubera and JCurve.

      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].