Top 9 Sharesight Alternatives 2026
Monitor, manage, and maximize your stock portfolio.
Main Features
- Dashboard
- Investment Monitoring
- Multi-Currency
- Performance Analysis
Pricing
Starts from $12/Month, also offers free forever plan
Sharesight is a Investment Portfolio Management Software platform with a user rating of 4.6★ based on 410 reviews. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 9 vetted Investment Portfolio Management Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
Sharesight vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you decide faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Sharesight Current | Investment Portfolio Management Software | $12 | 4.6 ★ | ✓ Yes |
 Morningstar Direct | Investment Portfolio Management Software | Custom pricing | 4.0 ★ | ✗ No |
 Morningstar Office | Investment Portfolio Management Software | Custom pricing | 4.1 ★ | ✗ No |
 MProfit | Investment Portfolio Management Software | Free plan available | 4.2 ★ | ✓ Yes |
 Personal Capital | Investment Portfolio Management Software | Custom pricing | 4.3 ★ | ✗ No |
 Portfoliopilot | Investment Portfolio Management Software | Free plan available | No reviews | ✓ Yes |
Showing 1-9 out of 9
List of the Top Sharesight alternatives as of September 2026
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Morningstar Direct
Streamline your investments with Morningstar Direct.
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What is Morningstar Direct?
Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...
Read moreCommon Features
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Portfolio Management
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Performance Analysis
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Investment Monitoring
+ 1 more
Unique Features
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Data Analysis
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Market Analysis
Pricing
Morningstar Direct offers custom pricing plan
Morningstar Office
Master your portfolio with ease.
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What is Morningstar Office?
Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...
Read moreCommon Features
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Portfolio Management
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Performance Analysis
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Investment Monitoring
+ 2 more
Unique Features
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Client Portal
Pricing
Morningstar Office offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
MProfit
Effortless portfolio management at your fingertips.
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What is MProfit?
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Reports
+ 1 more
Unique Features
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Import-Export Option
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Risk Management
Pricing
MProfit offers custom pricing plan
Personal Capital
Streamline your investments and reach financial goals.
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What is Personal Capital?
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Financial Management
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Online Banking Integration
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Alerts
Pricing
Personal Capital offers custom pricing plan
Portfoliopilot
Navigate the market with confidence.
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What is Portfoliopilot?
Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Market Analysis
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Data Analysis
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Monitoring
Snowball Analytics
Empowering your portfolio, one click at a time.
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What is Snowball Analytics?
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 accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Performance Analysis
Unique Features
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Calendar Management
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Financial Management
Pricing
Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
Stonksfolio
Simplify portfolio analysis with Stonksfolio.
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What is Stonksfolio?
Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Performance Analysis
+ 1 more
Unique Features
No unique features
Pricing
Stonksfolio offers custom pricing plan
Kubera
Grow your wealth with peace of mind.
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What is Kubera?
Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Online Banking Integration
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Document Storage
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Asset Tracking
+ 1 more
Pricing
Starts from $12/Month, also offers free forever plan
JCurve
Simplify portfolio management with JCurve.
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What is JCurve?
JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...
Read moreCommon Features
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Dashboard
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Performance Analysis
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Portfolio Management
Unique Features
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Investor Management
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Key Performance Indicators
Pricing
Free Trial available, Try Now
Starts from $100/Month
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
