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Sharesight Pricing Overview

Sharesight has 4 pricing editions, from $0 to $23.25. A free trial of Sharesight is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.
NamePriceFeatures
Free Plan
$0.00Per Month
  • 1 Portfolio
  • 10 Holdings
  • 1 Custom group
  • Limited reporting
  • Basic support
Starter Plan
$7.00Per Month
  • 1 Portfolio
  • 30 Holdings
  • 3 Custom groups
  • Limited reporting
  • Standard support
Investor Plan
$18.00Per Month
  • 4 Portfolios
  • Unlimited Holdings
  • 5 Custom groups
  • Advanced reporting
  • Standard support
Expert Plan
$23.25Per Month
  • 10 Portfolios
  • Unlimited Holdings
  • 10 Custom groups
  • Full reporting
  • Priority support

Sharesight pricing & plans

Free Trial is available
Pricing information for Sharesight is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Sharesight must be conducted with the seller.
Pricing information was last updated on October 10, 2024

Sharesight Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

$100.00100 per month + $5/monthly record keeping per active participant + 0.25% advisory fee + one-time implementation fee of $500
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Streamlined plan design with auto-enrollment & auto-escalation
  • Simple payroll integration with Gusto, TriNet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Ongoing email and chatbot support for plan administrators
  • Getting started webinars and emails for employees
Koyfin
Free
$0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
  • 2Y financials & 1Y estimates
  • 2 watchlists & portfolios
  • Advanced charting
  • Global stock screener
  • Market news
eMoney
eMoney Plus
Free Trial1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
  • to be able to quickly create a plan
  • a solution to serve clients with basic planning needs
  • a scalable, personalized client experience

Various alternatives pricing & plans

Free Trial is available
Pricing information for the above various Sharesight alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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Sharesight