By using this site, you agree to the Privacy Policy and Terms of Use.
Accept
CoinworldstoryCoinworldstoryCoinworldstory
  • HOME
  • CRYPTO
    • AI
    • BOTS
    • ICO
    • AIRDROP
      • Featured Airdrops
    • Price Prediction
    • EXCHANGE
      • Best Centralized Exchange List 2025
      • Best Decentralized Exchange List 2025
    • ALTCOIN
    • Alt Coin Signal
    • Crypto Analysis
    • Bitcoin Loan
    • Bitcoin Mining
    • WALLETPRO
  • PR
    PR
    If You Looking For Submit Cryptocurrency Press Releases Than Coinworldstory Is Best Choice For Crypto Press Release Submission
    Show More
    Top News
    LoanPlus.io Launches New Platform That Offers Anonymous Loans By Using Crypto Portfolio
    LoanPlus.io Launches New Platform That Offers Anonymous Loans By Using Crypto Portfolio
    6 years ago
    fincypher
    FinCypher Define a more efficient distribution mechanism of risky assets with FinCypher
    3 years ago
    DeFi and CeFi Full Aggregator OpenOcean Integrates Avalanche to Expand Liquidity and Optimize Trading
    4 weeks ago
    Latest News
    Codego Launches Whitelabel Devices Bringing Tokens Into Daily Life
    3 hours ago
    Solo Leveling Levels Up: Korean Billion-Dollar Megafranchise Goes Onchain with Story
    16 hours ago
    SimpleFX Relaunches First Deposit Bonus
    21 hours ago
    TokenFi and New to The Street Announce National Media Partnership to Reach 219M+ Households
    22 hours ago
  • NEWS
    • Mining
    • Altcoins
    • Ban
    • BANKING/FINANCE NEWS
    • Bitcoin
    • Blockchain
    • CRYPTO CRIME
    • Ethereum
    • Exchange News
    • Government News
    NEWSShow More
    Why Shiba Inu Large Transaction Volume Is Dropping Fast
    Why Shiba Inu Large Transaction Volume Is Dropping Fast
    3 weeks ago
    Crypto Tax Rules In Russia – What You Should Know
    Crypto Tax Rules In Russia – What You Should Know
    1 month ago
    Elon Musk Considering Blockchain To Bolster us Government Efficiency
    Elon Musk Considering Blockchain To Bolster us Government Efficiency
    1 month ago
    10 Next Big Meme Coin To Explode
    10 Next Big Meme Coin To Explode
    1 month ago
    9 Best AI-Powered Websites That Save You Hours of Work
    9 Best AI-Powered Websites That Save You Hours of Work
    2 months ago
  • GAMBLE
    • Certified Casinos
    • Bitcoin Casino
    GAMBLE
    If You Looking For Casino Review . Than we Write Many Article About Casino Please Look This Page . We Update This Page On Daily…
    Show More
    Top News
    Everything You Need To Know About Crypto Casinos
    Everything You Need To Know About Crypto Casinos
    12 months ago
    ​​Brazilian Footballer David Luiz is Now the Brand Ambassador for BC.GAME
    ​​Brazilian Footballer David Luiz is Now the Brand Ambassador for BC.GAME
    1 month ago
    Your lucky days for gambling
    Your lucky days for gambling
    2 years ago
    Latest News
    Unlim Casino 2025 – Games, Bonuses & Crypto Payments
    4 weeks ago
    1win Casino Games – Exciting Slots, Crash Games & Bonuses
    4 weeks ago
    Pinco Casino Review: Games, Bonuses & Features
    4 weeks ago
    r7 Casino Review: Login, Sign Up, Bonuses & Promotions
    3 weeks ago
  • MORE
    • Guide
    • Only Best
    • Off Topic
    • Web Hosting
    • Ad Posting Jobs
    • Best Affiliate Marketing
    • Best Affiliate Programs
    • BOTS
    • Trusted Currency Exchanger Platform
    • Blockchain Games
    • Metaverse Review : Best Metaverse Program Review
    • Online Survey
    • Payment Platform
  • VPN
  • Contact Us
Reading: 9 Best Sharesight Competitors: For Portfolio Tracking In 2025
Share
Notification Show More
Font ResizerAa
CoinworldstoryCoinworldstory
Font ResizerAa
  • ADVERTISEMENT
  • SUBMIT PR
  • CONTACT
  • GUEST POST
  • ABOUT US
  • DMCA
  • SITEMAP
  • DISCLAIMER
  • PRIVACY POLICY
Search
  • HOME
  • CRYPTO
    • AI
    • BOTS
    • ICO
    • AIRDROP
    • Price Prediction
    • EXCHANGE
    • ALTCOIN
    • Alt Coin Signal
    • Crypto Analysis
    • Bitcoin Loan
    • Bitcoin Mining
    • WALLETPRO
  • PR
  • NEWS
    • Mining
    • Altcoins
    • Ban
    • BANKING/FINANCE NEWS
    • Bitcoin
    • Blockchain
    • CRYPTO CRIME
    • Ethereum
    • Exchange News
    • Government News
  • GAMBLE
    • Certified Casinos
    • Bitcoin Casino
  • MORE
    • Guide
    • Only Best
    • Off Topic
    • Web Hosting
    • Ad Posting Jobs
    • Best Affiliate Marketing
    • Best Affiliate Programs
    • BOTS
    • Trusted Currency Exchanger Platform
    • Blockchain Games
    • Metaverse Review : Best Metaverse Program Review
    • Online Survey
    • Payment Platform
  • VPN
  • Contact Us
Have an existing account? Sign In
Follow US
© 2022 Foxiz News Network. Ruby Design Company. All Rights Reserved.
Home » Blog » 9 Best Sharesight Competitors: For Portfolio Tracking In 2025
Alternatives

9 Best Sharesight Competitors: For Portfolio Tracking In 2025

Cws Team
Last updated: 21/02/2025 10:12 PM
Cws Team
7 months ago
Share
Disclosure: We are not a registered broker-dealer or an investment advisor. The services and information we offer are for sophisticated investors, and do not constitute personal investment advice, which of necessity must be tailored to your particular means and needs. !
9 Best Sharesight Competitors: For Portfolio Tracking In 2025
SHARE

In this article, I will discuss the Best Sharesight Competitors that offer powerful investment tracking and portfolio management solutions.

Contents
  • Key Points & Best Sharesight Competitors List
  • 9 Best Sharesight Competitors
    • 1.MProfit
    • 2.FinPOWER Connect
    • 3.Allvue Systems
    • 4.Kotak Connect Plus
    • 5.Portseido
    • 6.Midas
    • 7.MFund Plus
    • 8.Forex Tester
    • 9.Factset
  • Conclusion

Whether you’re an individual investor or a financial professional, these alternatives provide advanced analytics, automation, and reporting to help you optimize your investments.

From institutional-grade platforms to user-friendly tools, I’ll explore the best options to suit your needs.

Key Points & Best Sharesight Competitors List

SoftwareKey FeaturesBest ForPricing
MProfitPortfolio management, accounting, tax reportsIndian investors & advisorsFreemium
FinPOWER ConnectLoan & portfolio management, CRM, reportingFinancial institutions & lendersCustom
Allvue SystemsInvestment management, risk analytics, complianceInstitutional investors & firmsCustom
Kotak Connect PlusPortfolio tracking, banking integrationKotak Bank customersCustom
PortseidoMulti-asset tracking, analytics, dividend trackingIndividual investors & tradersSubscription
MidasPortfolio & wealth management, analyticsAsset managers & financial firmsCustom
MFund PlusMutual fund management, reportingFund managers & AMCsCustom
Forex TesterForex trading simulation, strategy testingForex traders & analystsOne-time purchase
FactSetMarket data, financial research, portfolio analysisInstitutional investors & analystsPremium

9 Best Sharesight Competitors

1.MProfit

MProfit is a leading rival of Sharesight, providing portfolio, accounting, and tax reporting services. It is particularly useful for Indian clients, both individuals and advisors, as it also supports stocks, mutual funds, and other assets.

- Advertisement -
MProfit

With automated data imports and cloud-based access, MProfit makes tracking investments easier. Tax filing is simplified with capital gains and tax reports. Individual and expert users are both catered to with the software’s freemium model. For those looking for a reliable substitute to Sharesight, MProfit offers compelling features.

FeatureMProfit
Company OverviewInvestment management software for tracking portfolios and managing investments
Market CapitalizationNot publicly disclosed
ServicesPortfolio management, investment tracking, reporting, and analysis
Revenue (2022)Not publicly disclosed
Net Income (2022)Not publicly disclosed
FocusComprehensive investment management solutions
Stock ExchangeNot publicly listed
Visit Now

2.FinPOWER Connect

FinPOWER Connect is a Prefessional tool developed for Financial institutions and lenders, which serves as an alternative to Sharesight. Its advanced features include loan and portfolio management, CRM, and compliance tracking.

Automation, complex reporting, integration with banking systems accompanied by detailed reporting makes proforming business operations exceptionally easy.

FinPOWER Connect

FinPOWER Connect streamlines financial operations with customizable workflows making it extremely simple and secure. Proving solutions beyond Sharesight, makes FinPOWER Connect a solid choice for robust investment and lending management.

FeatureFinPOWER Connect
Company OverviewComprehensive financial management software for businesses
Market CapitalizationNot publicly disclosed
ServicesLoan management, financial reporting, client management, and more
Revenue (2022)Not publicly disclosed
Net Income (2022)Not publicly disclosed
FocusFinancial management, loan processing, and client relationship management
Stock ExchangeNot publicly listed

3.Allvue Systems

Like Sharesight, Allvue Systems is a well-known competitor. It provides full investment management systems for institutional investors and finance companies, including portfolio management, risk assessment, compliance management, and reporting. Allvue focuses on private equity, hedge funds, and asset management firms.

- Advertisement -
Allvue Systems

To aid in investment decision making, Allvue employs robust automation and advanced analytics. Allvue simplifies complicated financial processes with its modular design and cloud computing. Allvue Systems is one of the best options for users looking to replace Sharesight and expecting a higher level solution.

FeatureDetails
Target UsersInstitutional investors, hedge funds, asset managers
Key CapabilitiesPortfolio management, risk analytics, compliance tracking
AutomationStreamlined workflows, automated reporting, real-time data
CustomizationModular solutions tailored for investment firms
IntegrationConnects with third-party financial systems and data sources
Data SecurityEnterprise-grade security and compliance tools
Best ForFirms needing an advanced investment management platform
PricingCustom, based on business needs

4.Kotak Connect Plus

Kotak Connect Plus is a direct competitor of Sharesight and targets Kotak Bank clients who need effortless portfolio management. Its features include portfolio tracking, banking service integration, and automation of tracking investments in stocks, mutual funds, and more.

Kotak Connect Plus

The platform enables users to access their accounts and portions of their wealth with personalized insights, allowing them to manage their wealth with ease. Kotak Connect Plus is tailored towards investors in search of a banking integrated investment option, making it a credible alternative to Sharesight for portfolio and financial optimization.

- Advertisement -
FeatureKotak Connect Plus
Company OverviewComprehensive investment management software by Kotak Securities
Market CapitalizationNot publicly disclosed
ServicesPortfolio management, investment tracking, reporting, and analysis
Revenue (2022)Not publicly disclosed
Net Income (2022)Not publicly disclosed
FocusComprehensive investment management solutions
Stock ExchangeNot publicly listed

5.Portseido

Portseido provides advanced analytical services which makes it a tough competitor to Sharesight due to their multi-asset portfolio tracking. Portseido accepts global stocks, ETFs, mutual funds, and even cryptocurrencies, and provides insights into performance, diversification, and dividends. Individual investors and traders have higher ease in investment tracking through

Portseido

Portseido because of the automation, real-time data sync, and customizable dashboards. Portseido is more affordable compared to Sharesight, and is easier to use, making it a reliable alternative. Portseido is ideal for multi-dimensional investing, making it an excellent choice for intuitive portfolio management.

FeaturePortseido
Company OverviewInvestment management software for tracking portfolios and managing investments
Market CapitalizationNot publicly disclosed
ServicesPortfolio tracking, dividend tracking, financial goal tracking
Revenue (2022)Not publicly disclosed
Net Income (2022)Not publicly disclosed
FocusComprehensive investment management solutions
Stock ExchangeNot publicly listed
Visit Now

6.Midas

Midas competes vigorously with Sharesight as a strong portfolio and wealth management service for asset managers and financial management firms. Midas assists investors in enhancing the performance of portfolios with its powerful integration data as well as compliance aids. It offers sophisticated investment monitoring, risk assessment, and automated reporting adds efficiency to financial functions.

Midas

With robust dat Manufacturers of Midas’s powerful customization features serve institutional clients as well as high net worth individuals. Midas is the best option if you are looking for a powerful alternative to Sharesight that can handle institutional grade investment management without sacrificing reliability.

FeatureMidas
Company OverviewComprehensive investment management software designed for startups, SMBs, SMEs, and agencies
Market CapitalizationNot publicly disclosed
ServicesInvestment management, portfolio tracking, financial reporting
Revenue (2022)Not publicly disclosed
Net Income (2022)Not publicly disclosed
FocusComprehensive investment management solutions
Stock ExchangeNot publicly listed

7.MFund Plus

MFund Plus is a robust Sharesight rival tailored for mutual fund supervisors and asset management companies (AMCs). It tracks funds, structures automated reporting and compliance, and analyzes portfolios with ease. MFund Plus’ investment operations are further enhanced with real-time NAV calculation and performance evaluation.

Fund managers can access NAV calculations and compliance management effortlessly from the platform’s secure, cloud-based infrastructure.

MFund Plus

Should you require an alternative to Sharesight that centers around portfolio management for mutual funds, MFund Plus definitely stands out as a strong and effective solution.

FeatureDetails
Target UsersMutual fund managers, asset management companies (AMCs)
Key CapabilitiesFund tracking, NAV calculations, portfolio analytics
AutomationAutomated reporting and compliance management
CustomizationTailored solutions for mutual fund operations
IntegrationConnects with financial databases and regulatory systems
Data SecuritySecure, cloud-based access with compliance support
Best ForMutual fund firms needing portfolio management
PricingCustom, based on business requirements

8.Forex Tester

FX Tester is a specific competitor of Sharesight owing to the fact that it is designed for Forex traders. Besides the other traditional portfolio trackers, FX Tester also offers a powerful forex trading simulator which enables users to backtest strategies with historical data.

With the help of Live Market simulations, risk management tools, and advanced performance analytics, Forex Tester assists traders to formulate strategies for live markets.

Forex Tester

Forex Tester is suitable for both novice and expert traders, enhancing their ability to trade in forex. For users looking forex trading alternatives to Sharesight, Forex tester offers an exceptional option.

FeatureDetails
Target UsersForex traders, analysts, trading educators
Key CapabilitiesForex trading simulation, strategy backtesting
AutomationAutomated trade execution and historical data analysis
CustomizationSupports custom indicators and strategies
IntegrationWorks with MT4/MT5 and other trading platforms
Data SecurityOffline functionality with secure data storage
Best ForTraders refining and testing forex strategies
PricingOne-time purchase with optional data subscriptions

9.Factset

FactSet is a rival to Sharesight that services institutional investors with advanced financial data, portfolio analytics, and market research. It provides instantaneous data, risk control, and asset management services to support decision making by hedge funds, portfolio managers, and other finance professionals.

Factset

With custom dashboards, AI analytics, and trading platform integration, FactSet improves portfolio tracking and performance analysis multidisciplinary with modern portfolio theory. For aggressive professional investors seeking to replace Sharesight with an institutional-grade market intelligence provider, FactSet clearly stands out as the best option.

FeatureDetails
Target UsersInstitutional investors, asset managers, hedge funds
Key CapabilitiesMarket data, portfolio analytics, financial research
AutomationReal-time data updates, AI-driven insights, automated reporting
CustomizationTailored dashboards and analytics tools
IntegrationConnects with trading platforms, financial models, and databases
Data SecurityEnterprise-grade encryption and compliance support
Best ForProfessionals needing deep market insights and portfolio tracking
PricingPremium, custom pricing based on business needs

Conclusion

In conclusion The best Sharesight competitor will change based on one’s investment requirements. Individual investors will appreciate MProfit and Portseido, while institutional firms are better served by Allvue Systems and FactSet. 

MFund Plus and Midas concentrate on asset management and mutual funds, whereas financial institutions are targeted by FinPOWER Connect. 

Forex Tester serves forex traders best. Depending on the complexity of the portfolio, automation requirements, and cost considerations, the decision will vary as every platform has distinguishing characteristics.

10 Best Bybit Alternatives In Asia Offering NFT Trading
20 Best Tyres For Yamaha Fz V 3 – Top 20 Options for Performance & Safety
10 Pump.fun Alternatives – For Secure and Successful Token Launches
9 Sites like Golden Hearts Games – Fun & Real Rewards
10 Best LuckyLand Slots Alternatives – For Real Prizes & Fun Play
Share This Article
Facebook Email Print
ByCws Team
Follow:
One of Coinworldstory's longest-tenured contributors, and now one of our editors, Verna has authored over 2600+ stories for the site. When not writing or editing, He likes to play basketball, play guitar or visit remote places. Verna, to his regret, holds a very small amount of digital currencies. Verna Is team Members of 9 People
Previous Article 9 Best Rocket Dollar Competitors | Top Alternative IRA Providers 9 Best Rocket Dollar Competitors | Top Alternative IRA Providers
Next Article 9 Best Website Localization Services In Europe | Expert Solutions 9 Best Website Localization Services In Europe | Expert Solutions
10 Best Crypto Exchanges for Easy Recurring Buys 2025
10 Best Crypto Exchanges for Easy Recurring Buys 2025
Best Centralized Exchange List 2025
10 Best Prop Firms in South Africa for Funded Traders
10 Best Prop Firms in South Africa for Funded Traders
Prop Firm
Codego Launches Whitelabel Devices Bringing Tokens Into Daily Life
Press Releases
Solo Leveling Levels Up: Korean Billion-Dollar Megafranchise Goes Onchain with Story
Press Releases

Latest Published

10 Top  Apollo.io Alternatives - for Better B2B Lead Generation in 2025

10 Top  Apollo.io Alternatives – for Better B2B Lead Generation in 2025

3 months ago
9 Top  GMGN Bot Alternatives - For Smarter Trading in 2025

9 Top  GMGN Bot Alternatives – For Smarter Trading in 2025

3 months ago
10 DBot Dex Alternatives - For Smarter Decentralized Trading

10 DBot Dex Alternatives – For Smarter Decentralized Trading

3 months ago
9 Best PimEyes Alternatives & Competitors | Top Face Search Tools

9 Best PimEyes Alternatives & Competitors | Top Face Search Tools

3 months ago
  • ADVERTISEMENT
  • SUBMIT PR
  • CONTACT
  • GUEST POST
  • ABOUT US
  • DMCA
  • SITEMAP
  • DISCLAIMER
  • PRIVACY POLICY
What Is Solana? A Complete Guide to the Fast and Scalable Blockchain
What Is Solana? A Complete Guide to the Fast and Scalable Blockchain
Trending
10 Best Shoes For Bunions – Comfort, Support & Pain Relief
10 Best Shoes For Bunions – Comfort, Support & Pain Relief
Trending
10 Best Macroeconomics Books-for Students and Professionals
10 Best Macroeconomics Books-for Students and Professionals
Trending
CoinworldstoryCoinworldstory
Follow US
© Coinworldstory News Network. Cws Design Company. All Rights Reserved.
  • ADVERTISEMENT
  • SUBMIT PR
  • CONTACT
  • GUEST POST
  • ABOUT US
  • DMCA
  • SITEMAP
  • DISCLAIMER
  • PRIVACY POLICY
Join Us!
Subscribe to our newsletter and never miss our latest news, podcasts etc..
[mc4wp_form]
Zero spam, Unsubscribe at any time.
Welcome Back!

Sign in to your account

Username or Email Address
Password

Lost your password?