VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Orion Advisor Tech vs Sharesight
Orion Advisor Tech vs Sharesight: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Orion Advisor Tech
orion.com
Best for portfolio accounting / book of record, and gips composite reporting
- Pricing
- From $275/mo
- Platforms
- Web, Mobile, API
Sharesight
sharesight.com
Best for portfolio, and performance attribution
- Pricing
- Free
- Platforms
- Web, Mobile, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
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.
- You need denali ai brings data, workflows and insights across crm, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- You need 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.
- You need trading (eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/fix connectivity.
Choose
Sharesight if…
- You want to start free before paying
- You’re just getting started and want an approachable UI
- You’re a long-term or value-focused investor
- You need 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.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| 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 |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Orion Advisor Tech
$275/mo
Starting price
Plans & pricing
Tool
Sharesight
€7/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by Sharesight only.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
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 Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.. 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 Public pricing page says 500,000+ investors track investments with Sharesight. 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.