★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Orion Advisor Tech vs Sharesight
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You care about scenario & stress tests, monte carlo, and tax lots / lot optimization, things Sharesight doesn't offer
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You care about portfolio, performance attribution, and downloadable tax reports, things Orion Advisor Tech doesn't offer
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Orion Advisor Tech and Sharesight cover a lot of the same ground (4 shared categories, including advisor operations, risk metrics, and APIs & data feeds), so for the basics you won't go far wrong with either. The real difference is focus: only Orion Advisor Tech gives you scenario & stress tests and monte carlo, and only Sharesight gives you portfolio and performance attribution.
What readers say
Orion Advisor Tech
Vote once to reveal the community verdict.
Sharesight
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Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Global coverage
- Sharesight
- Beginner friendly
- Sharesight
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $275/mo | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 13 | 13 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | Morningstar and ICE Data Services | — |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | 6 signals: SOC2, ISO27001 +4 more | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Orion Advisor Tech | Visit Sharesight |
Where each one shines
What Orion Advisor Tech and Sharesight each do best.ShowHide
Where each one shines
What Orion Advisor Tech and Sharesight each do best.What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | MorningstarICE Data Services | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooksDocs | Auth: OAuth2Docs |
Import methods | CSVCustodianManual | CSVBrokerOAuthManual |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | ExcelPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Orion Advisor Tech and Sharesight?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Orion Advisor Tech or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Orion Advisor Tech or Sharesight?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Orion Advisor Tech and Sharesight have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Orion Advisor Tech or Sharesight?
It depends on what you're after. Pick Orion Advisor Tech if scenario & stress tests and monte carlo matter to you; go with Sharesight if you'd rather have portfolio and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and bonds. Orion Advisor Tech also handles closed-end funds and options. Sharesight adds cryptos and real estate on top.
Which covers international markets: Orion Advisor Tech or Sharesight?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Orion Advisor Tech and Sharesight?
Yes, both export to spreadsheets (Orion Advisor Tech: Excel; Sharesight: CSV), which is handy if you like running your own numbers.
Can Orion Advisor Tech or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Orion Advisor Tech or Sharesight?
Sharesight handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.