VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Orion Advisor Tech vs Sharesight comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Sharesight
sharesight.com
At a glance
| Orion Advisor Tech | Sharesight | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | $275/mo | €7/mo |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | Free, Starter, Standard, Premium, Business |
Vote sentiment comparison
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Platform details
| Attribute | Orion Advisor Tech | Sharesight |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | ExcelPDF | CSVPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by Sharesight only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and Sharesight?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
Is Orion Advisor Tech or Sharesight free to use?
Sharesight offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Sharesight and upgrade later if you need more advanced features.
Which is better for beginners—Orion Advisor Tech or Sharesight?
Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Orion Advisor Tech and Sharesight have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Orion Advisor Tech or Sharesight?
Choose Orion Advisor Tech if you need Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.. Go with Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.
What asset classes do Orion Advisor Tech and Sharesight cover?
Both cover Stocks, ETFs, Mutual Funds, Bonds, Funds, and Other. Orion Advisor Tech also includes Closed-End Funds, and Options. Sharesight adds coverage for Cryptos, and Real Estate.
Can I export data from Orion Advisor Tech and Sharesight?
Both platforms let you export data to spreadsheets (PDF). This is useful for custom analysis or record-keeping.
Can Orion Advisor Tech or Sharesight connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Can I track my portfolio with Orion Advisor Tech or Sharesight?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.