Tamarac vs Sharesight

TTamarac8.9Visit Sharesight7.7Visit

Higher score T Tamarac #1 in Stock Portfolio Management 8.9/10 Pricing on request ✓ 2 of 4 features Visit Tamarac

vs

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

• Tamarac fits best

  Advisors needing comprehensive portfolio operations

• Sharesight fits best

  Investors needing affordable performance and tax reports

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Side by side

Feature	TTamarac 8.9/10 Visit ↗	Sharesight 7.7/10 Visit ↗
At a glance
Editor score	8.9	7.7
Ranking	#1 in Stock Portfolio Management	#8 in Stock Portfolio Management
Best for	Advisors needing comprehensive portfolio operations	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, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Phone, Docs	Email, Live chat, Community, Docs
Compliance	SOC 2, 2FA	SOC 2, GDPR, 2FA
Integrations	14 integrations	200+ integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Tamarac 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 performance, allocation, risk, trading, and rebalancing tools Tracks alternatives, committed capital, cost basis, and tax lots Connects with custodians, CRM, planning, and alternative-investment platforms	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 sales-led rather than published by plan Its broad operations scope may exceed needs of firms seeking a narrow tool Portfolio limits are not published	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	Tamarac brings portfolio operations together for registered investment advisors and wealth managers, from reporting and trading to billing, CRM, and client access. Its reporting covers traditional and alternative investments, with views of… 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

• Tamarac — where it wins

  • Combines performance, allocation, risk, trading, and rebalancing tools
  • Tracks alternatives, committed capital, cost basis, and tax lots
  • Connects with custodians, CRM, planning, and alternative-investment platforms

  Where it doesn't

  • Pricing is sales-led rather than published by plan
  • Its broad operations scope may exceed needs of firms seeking a narrow tool
  • Portfolio limits are not published

• 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.

• TTamarac8.9/10 · Pricing on request

  A broad wealth-management platform for advisory firms managing multi-asset portfolios.

  Visit TamaracFull 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 →