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Head-to-head · Stock Portfolio Management

Sharesight vs Charles River IMS

  • Updated Sep 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Sharesight #5 in Stock Portfolio Management 7.4/10 Free plan · paid from $7/mo (annual) · 14-day trial Free plan✓ 2 of 4 features Visit Sharesight
Charles River IMS #6 in Stock Portfolio Management 7.1/10 Pricing on request ✓ 2 of 4 features Visit site

Sharesight leads on 1 check, Charles River IMS on 0, 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 scoreSharesight · 7.4/10
  • Free planonly Sharesight

Sharesight scores higher on our rubric for stock portfolio management: 7.4 against 7.1 out of 10; our editors rank them #5 and #6.

Sharesight offers free plan; Charles River IMS doesn't publish it.

Sharesight is the better fit for investors needing affordable performance and tax reports. Charles River IMS is the better fit for enterprise teams managing complex investment workflows.

  • Sharesight fits best

    Investors needing affordable performance and tax reports

  • Charles River IMS fits best

    Enterprise teams managing complex investment workflows

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Sharesight 7.4/10 Visit ↗ Charles River IMS 7.1/10 Visit ↗
At a glance
Editor score 7.4 7.1
Ranking #5 in Stock Portfolio Management #6 in Stock Portfolio Management
Best for Investors needing affordable performance and tax reports Enterprise teams managing complex investment workflows
Pricing model Free plan + paid Paid
Starting price $7/mo Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud, Mobile Cloud
Support Email, Live chat, Community, Docs Tickets · 24/7
Compliance SOC 2, GDPR, 2FA ISO 27001
Built for Solo, Small business, Mid-market, Enterprise Enterprise
Features Sharesight 2/4 · Charles River IMS 2/4
Broker account sync Not published Not published
Performance reporting ✓ ✓
Tax lot tracking ✓ ✓
Mobile app Not published Not published
Specs
Asset coverage Not published Not published
Portfolio limit Not published Not published
Our review
Pros
  • 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.
  • 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.
Cons
  • 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.
  • 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.
Our verdict

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 →

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 →
  1. SharesightStock Portfolio Management 7.4Free plan · paid from $7/mo (annual) · 14-day trial
  2. Charles River IMSStock Portfolio Management 7.1Pricing on request

Strengths and trade-offs

  • 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 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.
  • Sharesight7.4/10 · Free plan · paid from $7/mo (annual) · 14-day trial

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

    Visit SharesightFull verdict →
  • Charles River IMS7.1/10 · Pricing on request

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

    Visit siteFull verdict →

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update