Top 10 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 10 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 Office | Investment Portfolio Management Software | Custom pricing | 4.1 ★ | ✗ No |
 Ziggma | Investment Portfolio Management Software | Custom pricing | 4.9 ★ | ✗ No |
 Acorns | Investment Portfolio Management Software | $1 | 3.8 ★ | ✗ No |
 KoreConX | Investment Portfolio Management Software | Custom pricing | 4.5 ★ | ✗ No |
 MProfit | Investment Portfolio Management Software | Free plan available | 4.2 ★ | ✓ Yes |
Showing 1-10 out of 10
List of the Top Sharesight alternatives as of October 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
Morningstar Office — 4.07★
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 moreWhat reviewers like about Morningstar Office
- User-friendly interface
- Advanced portfolio controls
- Strong reporting features
Where Morningstar Office falls short
- Limited customization options
- Higher cost than competitors
- Steeper learning curve
Common Features
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Portfolio Management
-
Performance Analysis
-
Investment Monitoring
+ 2 more
Unique Features
-
Client Portal
Pricing
Morningstar Office offers custom pricing plan
Ziggma — 4.86★
Maximize your portfolio's diversity and returns.
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What is Ziggma?
Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...
Read moreWhat reviewers like about Ziggma
- Diverse investment analysis tools
- Global market tracking
- User-friendly interface
Where Ziggma falls short
- Limited educational resources
- Not suitable for beginners
- Potentially high fees
Common Features
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Portfolio Management
-
Investment Monitoring
-
Performance Analysis
+ 1 more
Unique Features
-
Market Analysis
Pricing
Ziggma offers custom pricing plan
Spotsaas Buyer Intelligence
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Acorns — from $1 · 3.79★
Grow your wealth, one purchase at a time.
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What is Acorns?
Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...
Read moreWhat reviewers like about Acorns
- Automatic investment round-ups
- User-friendly app
- Low minimum investment
Where Acorns falls short
- Limited investment control
- Fees on certain services
- Not suitable for active traders
Common Features
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Portfolio Management
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Investment Monitoring
-
Dashboard
+ 1 more
Unique Features
-
Online Banking Integration
Pricing
Starts from $1/Month
KoreConX — 4.5★
Empower your growth with KoreConX.
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What is KoreConX?
KoreConX is a capital markets management platform with a dashboard for tracking investments, monitoring portfolios, and generating real-time equity and debt reports. It also provides access to legal, compliance, and funding resources for companies managing investor relationships across private ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Dashboard
+ 1 more
Unique Features
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Investor Management
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Compliance Management
Pricing
KoreConX offers custom pricing plan
MProfit — 4.17★
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 moreWhat reviewers like about MProfit
- Advanced reporting capabilities
- Flexible data sourcing
- Visual investment analysis
Where MProfit falls short
- Complex setup process
- Can be overwhelming for beginners
- Limited mobile functionality
Common Features
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Portfolio Management
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Investment Monitoring
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Reports
+ 1 more
Unique Features
-
Import-Export Option
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Risk Management
Pricing
MProfit offers custom pricing plan
Morningstar Direct — 4★
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 moreWhat reviewers like about Morningstar Direct
- Comprehensive investment management
- Model-based services
- Tax optimization features
Where Morningstar Direct falls short
- Higher cost for advanced features
- Complex for casual investors
- Limited mobile functionality
Common 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
Pro Stock Tracker
Maximize returns, minimize risk with precision.
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What is Pro Stock Tracker?
Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...
Read moreCommon Features
-
Portfolio Management
-
Investment Monitoring
-
Performance Analysis
+ 2 more
Unique Features
No unique features
Pricing
Free Trial available
Assetmax — 5★
Streamline your wealth with Assetmax.
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What is Assetmax?
Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...
Read moreWhat reviewers like about Assetmax
- Comprehensive wealth management
- Multi-custody support
- Real-time integration
Where Assetmax falls short
- Complex for small firms
- May require training
- Limited to financial institutions
Common Features
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Portfolio Management
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Investment Monitoring
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Performance Analysis
Unique Features
-
Reporting
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Seamless Integration
Pricing
Assetmax offers custom pricing plan
Shootih — 5★
Streamline your investments with Shootih.
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What is Shootih?
Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...
Read moreWhat reviewers like about Shootih
- One-click investment tracking
- Real-time transaction updates
- Streamlined financial management
Where Shootih falls short
- Limited investment options
- May lack advanced analytics
- Subscription fees may apply
Common Features
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Portfolio Management
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Investment Monitoring
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Dashboard
Unique Features
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Online Banking Integration
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Real-time View
Pricing
Shootih offers custom pricing plan
Addepar — 4.13★
Maximize Everything, Simplify Analysis.
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What is Addepar?
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 more productive with self-service access to more data, functionality, and ...
Read moreWhat reviewers like about Addepar
- Advanced analytics tools
- User-friendly interface
- Supports team collaboration
Where Addepar falls short
- Can be expensive for small firms
- Requires training for full utilization
- Limited third-party integrations
Common Features
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Portfolio Management
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Performance Analysis
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Investment Monitoring
Unique Features
-
Reporting
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Self Service Portal
Pricing
Addepar offers custom pricing plan
Sharesight competitors, compared
There are 10 direct Sharesight competitors in Investment Portfolio Management Software. The ones that come up most often are Morningstar Office, Ziggma and Acorns. Each is compared against Sharesight on rating, pricing and feature coverage below.
Tools similar to Sharesight
Searches for "sites like Sharesight" and "apps like Sharesight" land on the same set of options as "Sharesight alternatives" — the 10 options below cover both, whether you want a like-for-like replacement or something lighter.
Why these Sharesight alternatives stand out
User-friendly interface
Watch for: Limited customization options
Diverse investment analysis tools
Watch for: Limited educational resources
Automatic investment round-ups
Watch for: Limited investment control
Comprehensive investment management
Watch for: Higher cost for advanced features
Comprehensive wealth management
Watch for: Complex for small firms
One-click investment tracking
Watch for: Limited investment options
Advanced analytics tools
Watch for: Can be expensive for small firms
Why teams look for a Sharesight alternative
Why do teams want a Sharesight alternative? Most point to issues like these:
- Platform can be inaccessible and unreliable at times, with no external support available.
- High pricing, perceived as overpriced for the service provided.
- Limited by the 1000 trade limit, impacting semi-day traders.
- International shares dividends conversion can be inaccurate, requiring manual adjustments.
What a good Sharesight alternative should have
Where the 10 investment portfolio management software alternatives stand on price and rating: 2 offer a free tier; and Assetmax is the highest rated at 5★ across 1 reviews.
Our ranking criteria.
Which Sharesight Alternative Is Right for You?
- If you need a free or low-cost option: MProfit — offers a free plan or trial suitable for small teams.
- If user satisfaction is your top priority: Assetmax — holds the highest user rating (5.0★) among Sharesight alternatives.
- If you want a mid-range option: Morningstar Direct — sits in the middle of the list by rating and may fit teams with mixed requirements.
Frequently Asked Questions (FAQs)
Stuck on something? We're here to help with all the questions and answers in one place.
The top-rated alternatives to Sharesight for Investment Portfolio Management Software are Assetmax (5.0★), Shootih (5.0★), Ziggma (4.9★). Compare all 10 alternatives side-by-side above.
When evaluating alternatives to Sharesight, prioritize: Portfolio Management, Investment Monitoring, Performance Analysis, Reports, Multi-Currency, transparent pricing, free trial availability, and integrations with tools you already use. Use the filters above to compare by feature, budget, and team size.
For small businesses, the best Investment Portfolio Management Software tools are Intellectia.AI, CeoBuySell.com, Pro Stock Tracker. Look for affordable per-seat pricing, quick setup (under 1 day), no long-term contracts, and strong onboarding support to reduce time-to-value.
Sharesight starts from $12 /Month. Many alternatives offer similar functionality at different price points — some with free tiers, others with more flexible per-seat pricing. Use the filters above to narrow by budget.
Migration difficulty depends on how deeply Sharesight is integrated into your workflows. Most alternatives offer data export/import tools and dedicated onboarding support. We recommend narrowing to 2–3 options, running a free trial, and checking each vendor's migration guides before committing.
Sharesight has a rating of 4.6. 3 alternatives — including Ziggma and Assetmax — rate higher. The right choice depends on your workflow, team size, and budget.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].