Sharesight Pricing Overview

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Sharesight Pricing Key Insights

Last updated on Apr 09, 2026


Sharesight offers 4 pricing editions, starting from $0 to $23.25. Sharesight pricing tiers are designed to support different usage levels and team sizes. Sharesight also offers a free trial. Compare the Sharesight pricing table below to figure out the best fit for your needs. Some plans may require you to contact Sharesight for custom pricing.


Free Plan — $0 / Per Month
Starter Plan — $7 / Per Month
Investor Plan — $18 / Per Month
Expert Plan — $23.25 / Per Month
Rated 3.5 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Sharesight Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Product Price Features
Betterment at Work
Essential
$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Dedicated Onboarding specialist
  • Simple payroll integrations with Gusto, Trinet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Scheduled phone and email support for plan administrators
  • Getting started webinars and emails for employees
Koyfin
Free
$0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
  • 2Y financials & 1Y estimates
  • My Portfolio
  • Advanced charting
  • Market & macro dashboards
  • 2 watchlists & 2 screens
Orion Advisor Technology
Foundation Stack
Starting at $13,000.00Per Year
Cornerstone technology for building your firm
  • Billing and Reporting
  • Orion Planning
  • Client Portal and Mobile App
  • Alternative Invesment Platform
  • 15% off Any Redtail Plan

Various alternatives pricing & plans

Free Trial
Pricing information for the above various Sharesight alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.