[ Sharesight Reviews ](https://www.g2.com/products/sharesight/reviews) [ Sharesight Reviews ](https://www.g2.com/products/sharesight/reviews) # Sharesight Pricing Overview [Editedit](https://my.g2.com/sharesight/pricings) Free Trial ## 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. Free Plan $0.00 Per Month - 1 Portfolio - 10 Holdings - 1 Custom group - Limited reporting - Basic support Show More Starter Plan $7.00 Per Month - 1 Portfolio - 30 Holdings - 3 Custom groups - Limited reporting - Standard support Show More Investor Plan $18.00 Per Month - 4 Portfolios - Unlimited Holdings - 5 Custom groups - Advanced reporting - Standard support Show More Expert Plan $23.25 Per Month - 10 Portfolios - Unlimited Holdings - 10 Custom groups - Full reporting - Priority support Show More Pricing information for Sharesight is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Sharesight must be conducted with the seller. Pricing information was last updated on October 10, 2024 Show More ## Top-Rated Alternatives [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/sharesight/competitors/alternatives) ## Sharesight Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | Product | Price | Features | | --- | --- | --- | | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png)[Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) 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](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png)[Koyfin](https://www.g2.com/products/koyfin/reviews) 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 2 custom dashboards Limited company snapshots Limited news | | ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg)[Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) 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. ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [ What are the best cloud-based demand planning solutions for global operations? ](https://www.g2.com/discussions/what-are-the-best-cloud-based-demand-planning-solutions-for-global-operations)[ What background check platforms have solid built-in guidance for adverse action workflows and FCRA compliance without needing an in-house legal team to manage it? ](https://www.g2.com/discussions/what-background-check-platforms-have-solid-built-in-guidance-for-adverse-action-workflows-and-fcra-compliance-without-needing-an-in-house-legal-team-to-manage-it%20)[ What are the best managed mobility services platforms for enterprise teams beginning digital transformation and mobile device management programmes? ](https://www.g2.com/discussions/what-are-the-best-managed-mobility-services-platforms-for-enterprise-teams-beginning-digital-transformation-and-mobile-device-management-programmes%20) [ Best Remote Desktop Software ](https://www.g2.com/discussions/what-is-your-favorite-remote-desktop-software)[ Best data science platform for small business ](https://www.g2.com/discussions/what-s-the-best-data-science-platform-for-small-business)[ Which social media listening tools are actually useful for a brand going through a PR crisis and needing to track sentiment in real time? ](https://www.g2.com/discussions/which-social-media-listening-tools-are-actually-useful-for-a-brand-going-through-a-pr-crisis-and-needing-to-track-sentiment-in-real-time) Show More [ What are the best cloud-based demand planning solutions for global operations? ](https://www.g2.com/discussions/what-are-the-best-cloud-based-demand-planning-solutions-for-global-operations)[ What background check platforms have solid built-in guidance for adverse action workflows and FCRA compliance without needing an in-house legal team to manage it? ](https://www.g2.com/discussions/what-background-check-platforms-have-solid-built-in-guidance-for-adverse-action-workflows-and-fcra-compliance-without-needing-an-in-house-legal-team-to-manage-it%20)[ What are the best managed mobility services platforms for enterprise teams beginning digital transformation and mobile device management programmes? ](https://www.g2.com/discussions/what-are-the-best-managed-mobility-services-platforms-for-enterprise-teams-beginning-digital-transformation-and-mobile-device-management-programmes%20) [ Best Remote Desktop Software ](https://www.g2.com/discussions/what-is-your-favorite-remote-desktop-software)[ Best data science platform for small business ](https://www.g2.com/discussions/what-s-the-best-data-science-platform-for-small-business)[ Which social media listening tools are actually useful for a brand going through a PR crisis and needing to track sentiment in real time? ](https://www.g2.com/discussions/which-social-media-listening-tools-are-actually-useful-for-a-brand-going-through-a-pr-crisis-and-needing-to-track-sentiment-in-real-time)