Sharesight vs Xplan

Sharesight

8.2 #3 in Portfolio Management Software

About Sharesight

Xplan

7.8 #7 in Portfolio Management Software

About Xplan
SharesightXplan
Free planYesNo
Free trialNoNo
Paid from$7/mo—
Open sourceNoNo
PlatformsAndroid, api, iOS, WebAndroid, api, iOS, Web
Free planYes—
Paid from$7/user/mo—
Asset class coveragemulti_asset_alternatives—
Performance reportingYes—
Allocation analysisYes—
Risk analysisYes—
Tax-lot trackingYes—
Maximum portfolios1 portfolios—

Both are listed in Best Portfolio Management Software. On Inferse, Sharesight scores higher on our published basis.