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Orion Portfolio Accounting vs Sharesight

Orion Portfolio Accounting

8.1 #20 in Portfolio Management Software

About Orion Portfolio Accounting

Sharesight

8.9 #1 in Portfolio Management Software

About Sharesight
Orion Portfolio AccountingSharesight
Free planNoYes
Paid from$1083.33/mo$7/mo
PlatformsAndroid, api, iOS, WebAndroid, api, iOS, Web
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Client portalYes
Financial planningYes
Proposal generationYes
Compliance workflowsYes
Document vaultYes
Billing and invoicingYes
Cash-flow modelingYes
Goal planningYes
Tax planningYes
Scenario analysisYes
Insurance planningYes
Investment planningYes
Free planYes
Paid from$7/user/mo
Allocation analysisYes
Risk analysisYes
Tax-lot trackingYes
Maximum portfolios1 portfolios

Listed together in Best Portfolio Management Software