Best Sharesight Alternatives in 2026
The top Sharesight alternatives are BlackRock Aladdin, Bloomberg AIM and Morningstar Office: 15 portfolio management software our editors would look at instead of Sharesight, in our ranking order.
Sharesight: A strong fit for performance, dividend and tax reporting, with a limited free tier. Where it falls short: free plan supports one portfolio and 10 holdings.
Switching from Sharesight? For most portfolio management software buyers the best Sharesight alternative is BlackRock Aladdin, built for institutions managing public and private market portfolios.
Why People Look for a Sharesight Alternative
- Free plan supports one portfolio and 10 holdings
- Starter and Standard plans cap custom groups
- Primarily designed around investment and securities tracking
Quick Picks by What You Need
- Best overallBlackRock Aladdin9.4
Institutions managing public and private market portfolios
Visit BlackRock Aladdin
All 15 Sharesight Alternatives, Ranked
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.
-
Best forInstitutions managing public and private market portfolios
- Better than Sharesight:
- Editor score 9.4 vs 6.2
A multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.
- Allocation analysis
- Risk analysis
- Performance reporting
9.4/10★★★★★Visit BlackRock -
Best forEnterprise investment managers needing full operations
- Better than Sharesight:
- Editor score 9.3 vs 6.2
A broad portfolio and operations platform for enterprise investment managers.
- Performance reporting
9.3/10★★★★★Contact Bloomberg -
Best forAdvisors wanting mature reporting and research
- Better than Sharesight:
- Editor score 9.2 vs 6.2
A mature advisor platform combining portfolio operations, reporting, research, and billing.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
9.2/10★★★★★Visit Morningstar -
Best forWealth firms needing portfolio modeling and trading
- Better than Sharesight:
- Editor score 9.1 vs 6.2
A broad wealth portfolio system for modeling, monitoring, compliance, and multi-asset trading.
- Allocation analysis
- Risk analysis
- Performance reporting
9.1/10★★★★★Contact Temenos -
Best forEnterprise wealth managers needing trading workflows
- Better than Sharesight:
- Editor score 9.0 vs 6.2
A cloud platform spanning trading, compliance, billing and investor servicing.
- Performance reporting
9.0/10★★★★☆Visit CGI -
Best forAdvisors needing full client portfolio operations
- Better than Sharesight:
- Editor score 8.9 vs 6.2
A broad, enterprise-oriented platform for advisors managing portfolios, clients, taxes and alternatives.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.9/10★★★★☆Request a demo -
Best forLarge institutional multi-asset investors
- Better than Sharesight:
- Editor score 8.8 vs 6.2
A broad institutional stack for multi-asset portfolio intelligence, control and reporting.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.8/10★★★★☆Visit SimCorp -
Best forFund and investor operations teams
- Better than Sharesight:
- Editor score 8.7 vs 6.2
A broad fund and portfolio platform for complex, multi-asset operations.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.7/10★★★★☆Visit SS&C Advent -
Best forWealth firms managing public and private assets
- Better than Sharesight:
- Editor score 8.6 vs 6.2
A multi-asset platform for firms managing complex public and private portfolios.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.6/10★★★★☆Visit Addepar -
Best forEstablished wealth-management practices
- Better than Sharesight:
- Editor score 8.5 vs 6.2
A broad wealth-management platform for established firms managing complex portfolios.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.5/10★★★★☆Visit Tamarac -
Best forEnterprise investment accounting departments
- Better than Sharesight:
- Editor score 8.3 vs 6.2
A focused accounting platform for institutions managing complex public and private portfolios.
- Performance reporting
8.3/10★★★★☆Contact BlackRock -
Best forFamily offices and fund administrators
- Better than Sharesight:
- Editor score 8.2 vs 6.2
A multi-asset accounting and reporting system for family offices and fund administrators.
- Performance reporting
8.2/10★★★★☆Visit FundCount -
Best forInvestment firms managing multi-currency portfolios
- Better than Sharesight:
- Editor score 8.1 vs 6.2
Multi-asset accounting, performance, tax-lot and investor reporting in one platform.
- Performance reporting
8.1/10★★★★☆Visit WealthSpectrum -
Best forFamily offices needing consolidated accounting and reports
- Better than Sharesight:
- Editor score 8.0 vs 6.2
Consolidated accounting, entity management and reporting for complex multi-asset portfolios.
8.0/10★★★★☆Visit QPLIX -
Best forGlobal family offices with complex alternatives
- Better than Sharesight:
- Editor score 7.9 vs 6.2
A broad family-office platform for public, private and alternative portfolio oversight.
- Allocation analysis
- Risk analysis
- Performance reporting
7.9/10★★★★☆Visit Landytech
Sharesight Alternatives: Common Questions
What is the best alternative to Sharesight?
BlackRock Aladdin: #1 in our Portfolio Management Software ranking, with an editor score of 9.4 out of 10. A multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.
Why do people look for Sharesight alternatives?
Free plan supports one portfolio and 10 holdings; Starter and Standard plans cap custom groups; Primarily designed around investment and securities tracking.
How do I switch from Sharesight?
Export your data from Sharesight (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Sharesight.
How to Switch from Sharesight
- Export your data from Sharesight (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Sharesight.
Sharesight vs Each Alternative
| # | Tool | Paid from | Asset class coverage | Performance reporting | Allocation analysis | Risk analysis | Score |
|---|---|---|---|---|---|---|---|
| 32 | Sharesight | $7/mo | Multi_asset_alternatives | Yes | Yes | Yes | 6.2 |
| 1 | BlackRock Aladdin | Multi_asset_alternatives | Yes | Yes | Yes | 9.4 | |
| 2 | Bloomberg AIM | Yes | 9.3 | ||||
| 3 | Morningstar Office | Multi_asset_alternatives | Yes | Yes | Yes | 9.2 | |
| 4 | Temenos Wealth Front Office | Multi_asset_alternatives | Yes | Yes | Yes | 9.1 | |
| 5 | CGI Wealth360 Portfolio Management | Multi_asset_alternatives | Yes | 9.0 | |||
| 6 | Black Diamond Wealth Solutions | Multi_asset_alternatives | Yes | Yes | Yes | 8.9 | |
| 7 | SimCorp One | Multi_asset_alternatives | Yes | Yes | Yes | 8.8 | |
| 8 | SS&C Advent Geneva | Multi_asset_alternatives | Yes | Yes | Yes | 8.7 | |
| 9 | Addepar | Multi_asset_alternatives | Yes | Yes | Yes | 8.6 | |
| 10 | Tamarac | Multi_asset_alternatives | Yes | Yes | Yes | 8.5 | |
| 11 | Aladdin Accounting | Yes | 8.3 | ||||
| 12 | FundCount | $14,450/yr | Yes | 8.2 | |||
| 13 | WealthSpectrum | Yes | 8.1 | ||||
| 14 | QPLIX | 8.0 | |||||
| 15 | Landytech Sesame One | Multi_asset_alternatives | Yes | Yes | Yes | 7.9 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update