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Head-to-head · Stock Portfolio Management

FundCount vs Sharesight

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score FundCount #5 in Stock Portfolio Management 8.6/10 Paid ✓ 1 of 4 features Visit FundCount
Sharesight #8 in Stock Portfolio Management 7.7/10 Free plan · 14-day trial Free planFree trial✓ 2 of 4 features Visit Sharesight

FundCount leads on 0 checks, Sharesight on 1, and 2 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 scoreFundCount · 8.6/10
  • Free planonly Sharesight
  • Free trialonly Sharesight
  • Most featuresSharesight · 2 of 4

FundCount scores higher on our rubric for stock portfolio management: 8.6 against 7.7 out of 10; our editors rank them #5 and #8.

Sharesight offers free plan; FundCount doesn't.

FundCount is the better fit for family offices and fund administrators. Sharesight is the better fit for investors needing affordable performance and tax reports.

  • FundCount fits best

    Family offices and fund administrators

  • 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 FundCount 8.6/10 Visit ↗ Sharesight 7.7/10 Visit ↗
At a glance
Editor score 8.6 7.7
Ranking #5 in Stock Portfolio Management #8 in Stock Portfolio Management
Best for Family offices and fund administrators Investors needing affordable performance and tax reports
Pricing model Paid Free plan + paid
Starting price $14,450/yr $7/mo
Free plan — ✓ (best)
Free trial — 14 days
Deployment Cloud, Self-hosted, Desktop Cloud, Mobile
Platforms Web, Windows, macOS, Linux Web, iOS, Android
Compliance SOC 2, GDPR, 2FA SOC 2, GDPR, 2FA
Integrations 9 integrations 200+ integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features FundCount 1/4 · Sharesight 2/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ ✓
Tax lot tracking Not checked yet ✓ (best)
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
  • Accounts for public securities, private equity, real estate, and alternatives
  • Combines multi-entity, multi-currency and partnership accounting
  • Automates data feeds and supports detailed investor reporting
  • 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
  • Annual starting prices range from $14,450 to $38,389 by plan
  • Many solutions may add digital transformation and hosting fees
  • Not suited to buyers seeking a free plan or 24/7 support
  • 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

FundCount brings investment accounting, partnership accounting, a general ledger, reporting, data aggregation, and an investor portal together for family offices, fund administrators, hedge funds, private equity firms, and asset 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 →
  1. FundCountStock Portfolio Management 8.6Paid
  2. SharesightStock Portfolio Management 7.7Free plan · 14-day trial

Strengths and trade-offs

  • FundCount — where it wins

    • Accounts for public securities, private equity, real estate, and alternatives
    • Combines multi-entity, multi-currency and partnership accounting
    • Automates data feeds and supports detailed investor reporting

    Where it doesn't

    • Annual starting prices range from $14,450 to $38,389 by plan
    • Many solutions may add digital transformation and hosting fees
    • Not suited to buyers seeking a free plan or 24/7 support

  • 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.

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