Charles River IMS vs Sharesight

Charles River IMS7.9Visit Sharesight7.7Visit

Higher score Charles River IMS #6 in Stock Portfolio Management 7.9/10 Pricing on request ✓ 2 of 4 features Visit site

vs

Sharesight #8 in Stock Portfolio Management 7.7/10 Free plan · 14-day trial Free planFree trial✓ 2 of 4 features Visit Sharesight

• Charles River IMS fits best

  Enterprise teams managing complex investment workflows

• Sharesight fits best

  Investors needing affordable performance and tax reports

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Side by side

Feature	Charles River IMS 7.9/10 Visit ↗	Sharesight 7.7/10 Visit ↗
At a glance
Editor score	7.9	7.7
Ranking	#6 in Stock Portfolio Management	#8 in Stock Portfolio Management
Best for	Enterprise teams managing complex investment workflows	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
Support	Tickets · 24/7	Email, Live chat, Community, Docs
Compliance	ISO 27001	SOC 2, GDPR, 2FA
Built for	Enterprise	Solo, Small business, Mid-market, Enterprise
Features Charles River IMS 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 portfolio construction, optimization, analysis and performance attribution. Connects factor risk, stress testing and scenario analysis with rebalancing workflows. Supports tax lots, order management, compliance and post-trade processing.	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	Contact-sales pricing makes costs harder to assess before speaking with the vendor. Its enterprise focus may exceed the needs of smaller investment teams. Support is listed through tickets, which may not suit teams seeking other channels.	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	Charles River IMS brings portfolio analysis, construction, performance measurement, risk analytics, trading and post-trade processing into an enterprise investment management platform. It is aimed at investment managers, wealth managers,… 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 →

Strengths and trade-offs

• Charles River IMS — where it wins

  • Combines portfolio construction, optimization, analysis and performance attribution.
  • Connects factor risk, stress testing and scenario analysis with rebalancing workflows.
  • Supports tax lots, order management, compliance and post-trade processing.

  Where it doesn't

  • Contact-sales pricing makes costs harder to assess before speaking with the vendor.
  • Its enterprise focus may exceed the needs of smaller investment teams.
  • Support is listed through tickets, which may not suit teams seeking other channels.

• 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.

• Charles River IMS7.9/10 · Pricing on request

  A cloud-based system for institutional teams coordinating multi-asset portfolios, risk and execution.

  Visit siteFull 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 →