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Head-to-head · Stock Portfolio Management

Sharesight vs Orion Advisor Technology

  • 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
Orion Advisor Technology #8 in Stock Portfolio Management 6.7/10 From $13,000/yr ✓ 0 of 4 features Visit Orion

Sharesight leads on 3 checks, Orion Advisor Technology on 0, and 0 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
  • Most featuresSharesight · 2 of 4

Sharesight scores higher on our rubric for stock portfolio management: 7.4 against 6.7 out of 10; our editors rank them #5 and #8.

Sharesight offers free plan; Orion Advisor Technology doesn't publish it. Sharesight offers performance reporting; Orion Advisor Technology doesn't publish it. Sharesight offers tax lot tracking; Orion Advisor Technology doesn't publish it.

Sharesight is the better fit for investors needing affordable performance and tax reports. Orion Advisor Technology is the better fit for advisory firms needing portfolio and planning workflows.

  • Sharesight fits best

    Investors needing affordable performance and tax reports

  • Orion Advisor Technology fits best

    Advisory firms needing portfolio and planning 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 ↗ Orion Advisor Technology 6.7/10 Visit ↗
At a glance
Editor score 7.4 6.7
Ranking #5 in Stock Portfolio Management #8 in Stock Portfolio Management
Best for Investors needing affordable performance and tax reports Advisory firms needing portfolio and planning workflows
Pricing model Free plan + paid Paid
Starting price $7/mo Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Live chat, Community, Docs Phone, Docs
Compliance SOC 2, GDPR, 2FA SOC 2, ISO 27001, 2FA
Integrations 200+ integrations 100+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Sharesight 2/4 · Orion Advisor Technology 0/4
Broker account sync Not published Not published
Performance reporting ✓ (best) Not published
Tax lot tracking ✓ (best) Not published
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 accounting, reporting, billing, planning and trading.
  • Offers branded client and advisor portals, plus proposal generation.
  • Includes compliance workflows and integrations across wealthtech tools.
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.
  • Annual stack pricing starts at $13,000, a substantial entry commitment.
  • The $18,000 Essentials plan adds trading; it costs more than Foundation.
  • Capabilities are spread across bundles, so stack choice shapes what is included.
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 →

Orion Advisor Technology brings portfolio accounting, performance reporting, fee billing, financial planning, trading, compliance, CRM and client engagement into a connected wealthtech platform. It is aimed at financial advisory firms,…

Read the review →
  1. SharesightStock Portfolio Management 7.4Free plan · paid from $7/mo (annual) · 14-day trial
  2. Orion Advisor TechnologyStock Portfolio Management 6.7From $13,000/yr

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.

  • Orion Advisor Technology — where it wins

    • Combines portfolio accounting, reporting, billing, planning and trading.
    • Offers branded client and advisor portals, plus proposal generation.
    • Includes compliance workflows and integrations across wealthtech tools.

    Where it doesn't

    • Annual stack pricing starts at $13,000, a substantial entry commitment.
    • The $18,000 Essentials plan adds trading; it costs more than Foundation.
    • Capabilities are spread across bundles, so stack choice shapes what is included.
  • 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 →
  • Orion Advisor Technology6.7/10 · From $13,000/yr

    A broad advisory workflow suite, with annual stack pricing starting at $13,000.

    Visit OrionFull 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