Compare Sharesight vs Snowball Analytics vs Orion Advisor Trading

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	Sharesight (410) Get Quote Get Quote	Snowball Analytics Get Quote Get Quote	Orion Advisor Trading Get Quote Get Quote

Overview
Affiliate Disclosure

Description	. 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	Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make ... Read More	Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax ... Read More
Entry Level Pricing	Starts from $12	Starts from $8.33 , Billed Yearly	Not Available
Free Trial Availability	No free trial	Get Free Trial	No free trial
User Ratings	4.4 (218)
	Get Quote	Get Quote	Get Quote

Software Demo

Demo

Pricing

Pricing Option
Starting From	$12	$8.33 , Billed Yearly	Not Available
Pricing Plans	Not Available	Trial period Get Started The number of portfolios: 2 Holdings limit: Unlimited Connect to your brokerage Show more + Free Get Started The number of portfolios: 1 Holdings limit: 15 Dividend calendar Show more + Pro Get Started The number of portfolios: Unlimited Holdings limit: Unlimited Connect to your brokerage Show more +	Not Available
Pricing Page			Pricing information not available
	View detailed pricing	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Freelancers Individuals Medium Business Small Business Large Enterprises	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)	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	24/7 (Live rep) Business Hours Online
API Support	Available	Available	Not Available
	Get Quote	Get Quote	Get Quote

User Reviews

User Ratings	4.4 (based on 218 reviews)	No reviews available for the product	No reviews available for the product
Rating Distribution	Excellent 291 Very Good 62 Good 27 Poor 2 Terible 28	No reviews available for the product	No reviews available for the product
Expert's Review generated by AI	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	No Expert ai Review available for the product	No Expert ai Review available for the product
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	No reviews available for the product
Negative Reviews	No reviews available for the product	No reviews available for the product	No reviews available for the product
	Read reviews

Customers

Customers	No Customers information available.	No Customers information available.	Fidelity Charles Schwab Ameritrade

Media and Screenshots

Screenshots	6 Screenshots	No screenshots available.	No screenshots available.
Videos	3 Videos	1 Videos	1 Videos

Alternatives

Alternatives	Morningstar Direct 4.1 Morningstar Office 4 MProfit 4.2	Morningstar Office 4 Personal Capital Shootih	FireShot 4.4 Robinhood 1.9 Acorns 2.9

Frequently Asked Questions (FAQs)

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

Snowball Analytics offers Free Trial, but Sharesight does not.

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

Snowball Analytics is designed for Large Enterprises, Medium Business and Small Business.

Pricing for Sharesight Starts at $12/Month whereas for Snowball Analytics Starts at $8.33/Month when Billed Yearly.

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

Some top alternatives to Snowball Analytics includes Morningstar Office, Personal Capital, Shootih, Beanvest, Portfoliopilot, Orion Advisor Trading, DivvyDiary, JCurve, flowpilot and Sharesight.

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

Compare Sharesight vs Snowball Analytics vs Orion Advisor Trading

Sharesight

Snowball Analytics

Orion Advisor Trading

OverviewAffiliate Disclosure

Software Demo

Pricing

Other Details

User Reviews

Customers

Media and Screenshots

Alternatives

Frequently Asked Questions (FAQs)

Overview
Affiliate Disclosure