VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Sharesight vs SS&C Black Diamond Wealth Solutions
Sharesight vs SS&C Black Diamond Wealth Solutions: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Sharesight
sharesight.com
Best for risk metrics, and performance attribution
- Pricing
- Free
- Platforms
- Web, Mobile, API
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
Best for portfolio accounting / book of record, and rebalancing & trading
- Pricing
- Contact for pricing
- Platforms
- Web, Mobile, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
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.
Choose
SS&C Black Diamond Wealth Solutions if…
- You need real-time data, not delayed quotes
- You need cloud-native, award-winning wealth management suite combining the black diamond wealth platform with ss&c trust, crm, investment management, alternative investments, unique assets and operations services into one ecosystem.
- You need portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for rias, broker-dealers, family offices, banks and trust companies.
- You need advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (black diamond vault).
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Sharesight | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSVPDF | JSON |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Sharesight
€7/mo
Starting price
Plans & pricing
Tool
SS&C Black Diamond Wealth Solutions
—
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Sharesight only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Sharesight and SS&C Black Diamond Wealth Solutions?
Sharesight focuses on Portfolio, Risk Metrics, and Performance Attribution while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is Sharesight or SS&C Black Diamond Wealth Solutions free to use?
Sharesight offers a free tier that lets you get started without paying, while SS&C Black Diamond Wealth Solutions 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—Sharesight or SS&C Black Diamond Wealth Solutions?
Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Sharesight and SS&C Black Diamond Wealth Solutions 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 Sharesight or SS&C Black Diamond Wealth Solutions?
Choose Sharesight if 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., and Public pricing page says 500,000+ investors track investments with Sharesight.. Go with SS&C Black Diamond Wealth Solutions if Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., and Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. better fits how you invest.
What asset classes do Sharesight and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, Bonds, and Other. Sharesight also includes Cryptos, and Real Estate.
Does Sharesight or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. Sharesight uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Sharesight and SS&C Black Diamond Wealth Solutions?
Sharesight supports data exports to CSV, and PDF. SS&C Black Diamond Wealth Solutions has more limited export options.
Can Sharesight or SS&C Black Diamond Wealth Solutions connect to my broker?
Sharesight connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.
Can I track my portfolio with Sharesight or SS&C Black Diamond Wealth Solutions?
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.