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Head-to-head · Stock Portfolio Management

Addepar vs Sharesight

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Addepar #3 in Stock Portfolio Management 8.8/10 Pricing on request ✓ 2 of 4 features Visit Addepar
Sharesight #8 in Stock Portfolio Management 7.7/10 Free plan · 14-day trial Free planFree trial✓ 2 of 4 features Visit Sharesight

Addepar leads on 0 checks, Sharesight on 0, and 3 are even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAddepar · 8.8/10
  • Free planonly Sharesight
  • Free trialonly Sharesight

Addepar scores higher on our rubric for stock portfolio management: 8.8 against 7.7 out of 10; our editors rank them #3 and #8.

Addepar is the better fit for institutions managing complex multi-asset portfolios. Sharesight is the better fit for investors needing affordable performance and tax reports.

  • Addepar fits best

    Institutions managing complex multi-asset portfolios

  • Sharesight fits best

    Investors needing affordable performance and tax reports

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Addepar 8.8/10 Visit ↗ Sharesight 7.7/10 Visit ↗
At a glance
Editor score 8.8 7.7
Ranking #3 in Stock Portfolio Management #8 in Stock Portfolio Management
Best for Institutions managing complex multi-asset portfolios Investors needing affordable performance and tax reports
Pricing model Paid Free plan + paid
Starting price Pricing on request $7/mo
Free plan Not checked yet ✓ (best)
Free trial — 14 days
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Email, Docs Email, Live chat, Community, Docs
Integrations 77+ integrations 200+ integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Addepar 2/4 · Sharesight 2/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ ✓
Tax lot tracking ✓ ✓
Mobile app Not checked yet Not checked yet
Specs
Asset coverage Not checked yet Not checked yet
Portfolio limit Not checked yet Not checked yet
Our review
Pros
  • Combines public and private investment data across financial accounts.
  • Covers performance, allocation, risk, liquidity and tax-lot analysis.
  • Offers custom reporting, dashboards, integrations and developer APIs.
  • Combines performance, allocation, risk, benchmarking and tax reporting.
  • Tracks stocks, ETFs, funds, dividends, precious metals and unlisted investments.
  • Supports broker connections, spreadsheet uploads and manual trade entry.
Cons
  • Pricing is contact-sales, with no public standard plans.
  • Its focus on complex portfolios may exceed simpler portfolio needs.
  • Support channels listed are email and documentation.
  • The Free plan is limited to one portfolio and 10 holdings.
  • Starter allows 30 holdings; unlimited holdings begin with Standard.
  • Mobile access is read-only, with watchlists rather than full portfolio management.
Our verdict

Addepar brings portfolio data together for investment professionals, including wealth managers, family offices, fund managers and institutional allocators. Its cloud platform handles public and private investments and complex ownership…

Read the review →

Sharesight brings investment tracking and reporting together for individual investors, accountants, financial advisors and family offices. It covers stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with…

Read the review →
  1. AddeparStock Portfolio Management 8.8Pricing on request
  2. SharesightStock Portfolio Management 7.7Free plan · 14-day trial

Strengths and trade-offs

  • Addepar — where it wins

    • Combines public and private investment data across financial accounts.
    • Covers performance, allocation, risk, liquidity and tax-lot analysis.
    • Offers custom reporting, dashboards, integrations and developer APIs.

    Where it doesn't

    • Pricing is contact-sales, with no public standard plans.
    • Its focus on complex portfolios may exceed simpler portfolio needs.
    • Support channels listed are email and documentation.

  • Sharesight — where it wins

    • Combines performance, allocation, risk, benchmarking and tax reporting.
    • Tracks stocks, ETFs, funds, dividends, precious metals and unlisted investments.
    • Supports broker connections, spreadsheet uploads and manual trade entry.

    Where it doesn't

    • The Free plan is limited to one portfolio and 10 holdings.
    • Starter allows 30 holdings; unlimited holdings begin with Standard.
    • Mobile access is read-only, with watchlists rather than full portfolio management.
  • Addepar8.8/10 · Pricing on request

    A cloud platform for aggregating and analyzing complex public and private portfolios.

    Visit AddeparFull verdict →
  • Sharesight7.7/10 · Free plan · 14-day trial

    A multi-asset tracker that pairs portfolio performance insights with tax and capital-gains reporting.

    Visit SharesightFull verdict →

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update