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Compare Orion Advisor Trading vs Sharesight

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Overview

Description

Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax ... Read More

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform ... Read More

Entry Level Pricing
  • Not Available
  • Starts from $12
Free Trial Availability
  • No free trial
  • No free trial
User Ratings
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Software Demo

Demo

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Features

Total Features

0 Features

0 Features

Unique Features

No features

No features

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Pricing

Pricing Option
      Starting From
      • Not Available
      • $12
      Pricing Pans
      • Not Available
      • Not Available
      Pricing Page

      Pricing information not available

      sharesight pricing

      Other Details

      Organization Types supported
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      Platforms Supported
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      Modes of support
      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online
      API Support
      • Not Available
      • Available
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      User Reviews

      User Ratings

      No Reviews

      No reviews available for the product

      Rating Distribution

      No Reviews

      No reviews available for the product

      Excellent

      291

      Very Good

      62

      Good

      27

      Poor

      2

      Terible

      28

      Expert's Review generated by AI

      No Expert ai Review available for the product

      Sharesight emerges as a robust tool for managing investments, with users appreciating its ability to streamline portfolio tracking and offer insightful performance data. Users find it ...Read more

      Pros and Cons
      • Provides clear understanding and performance tracking of investments, saving time and effort.

      • User-friendly interface, suitable for both beginners and experienced users.

      • Helpful for tax reporting and CGT calculations, contributing to portfolio management.

      • Efficient customer support, prompt response, and assistance.

      • Aggregates and organizes trades well, beneficial for overall portfolio management.

      • Platform can be unaccessible and unreliable at times, with no external support available.

      • High pricing, perceived as overpriced for the service provided.

      • Limited by the 1000 trade limit, impacting semi-day traders.

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      Negative Reviews

      No reviews available for the product

      No reviews available for the product

      Integrations

      Integration with other apps

      No Integration information available.

      Customers

      Customers
      Fidelity

      Fidelity

      Charles Schwab

      Charles Schwab

      Ameritrade

      Ameritrade

      No Customers information available.

      Media and Screenshots

      Screenshots

      No screenshots available.

      Sharesight screenshot

      6 Screenshots

      Videos
      video-0

      1 Videos

      video-0

      3 Videos

      Frequently Asked Questions (FAQs)

      Stuck on something? We're here to help with all the questions and answers in one place.

      Neither Orion Advisor Trading nor Sharesight offers a free trial.

      Orion Advisor Trading is designed for Large Enterprises, Medium Business and Small Business.

      Sharesight is designed for Freelancers, Large Enterprises, Medium Business and Small Business.

      The starting price of Sharesight begins at $12/Month, while pricing details for Orion Advisor Trading are unavailable.

      Some top alternatives to Orion Advisor Trading includes FireShot, Robinhood, Acorns, Morningstar Direct, Morningstar Office, Personal Capital, Allvue, Seeking Alpha, KoreConX and Sharesight.

      Some top alternatives to Sharesight includes Morningstar Direct, Morningstar Office, MProfit, Personal Capital, Portfoliopilot, Snowball Analytics, Stonksfolio, Kubera and JCurve.

      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].