PackHedge™ vs. Sharesight Comparison


PackHedge™ FinLab Solutions SA	Sharesight	+	+
Learn More Update Features	Visit Website	Add To Compare	Add To Compare



About PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.		About Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Family Offices, Wealth Managers, Investment Managers, Chief Investment Officers, Private & Institutional Banks, Endowment & Sovereign Funds, Pension & Insurance Funds, Funds of Funds, Managed Accounts & Fund Managers.		Audience Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
Support Phone Support Supported 24/7 Live Support Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $5,000 per year PackHedge™ is a modular solution allowing customers the flexibility to choose the modules they need. Both Fixed and Floating (concurrent user) licences are offered. Free Version Not Supported Free Trial Supported		Pricing $11.25 per month (annually) Price in USD, local pricing available in select markets. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Read all reviews
Pros & Cons from Real Users Pros We have been very happy users for many years using the PackHedge tool to select the funds appropriate for our portfolios with defined risk targets. The portfolio accounting covers every requirement and we have customized internal and client reports in accordance with our needs. We like the stress testing, scenario analysis and other research tools. We also use it as an effective marketing tool. Powerful software which can be used for a broad range of multi-asset portfolio management, fund database, transaction reconciliation, shadow accounting and investment analysis. It's functional off-the-shelf and doesn't require complex implementations, but also has extensive customizations, query and reporting options which enable to model any asset, combine and extract data on an individual or consolidated basis and create all kinds of portfolios and trading simulations. The software can integrate with different fund databases and data sources, and it can be used locally with audit trail and user rights. Very easy to customize to our needs with custom fields, custom time series, custom windows, custom instruments, custom categories, custom reports, etc. The data management functionalities are way ahead of other solutions. The portfolio management and shadow accounting functionalities for mixed assets, together with the workflow tools, the rules & alarms, the contribution analysis by segment, the risk analytics, the stress testing, the due diligence and the powerful reporting, cover all our needs and more. Cons It provides a lot of in depth functionalities and requires time to make the best use of this tool. However, the training and client support help enormously! The most advanced reporting features require designing reports in Jasper. Modelling derivatives and mortgages can be complex. With such a rich range of functionalities, it does require time to learn how to make the best use of PackHedge™.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information FinLab Solutions SA Founded: 1999 Switzerland www.finlab.com		Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com
Alternatives AlternativeSoft		Alternatives AllInvestView
Deriscope		Finapolis Finapolis Inc
Risk Shell ABC Quant		InvestSMART
Allvue Allvue Systems		Portseido
Dynamo Software View All		Snowball Analytics View All
Categories Cash Flow Forecasting Supported Due Diligence Supported Financial Reporting Supported Financial Risk Management Supported Fund Accounting Supported Hedge Fund Supported Investment Management Supported Private Equity Supported Reconciliation Supported Stock Portfolio Management Supported		Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported
Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Supported Data Warehousing Supported For Investment Advisors Supported For Traders Supported Order Management Supported Portfolio Accounting Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Not Supported Technical Analysis Supported Wash Sale Detection Not Supported Show More Features Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Financial Risk Management Features Compliance Management Supported Credit Risk Management Supported For Hedge Funds Supported Liquidity Analysis Supported Loan Portfolio Management Supported Market Risk Management Supported Operational Risk Management Supported Portfolio Management Supported Portfolio Modeling Supported Risk Analytics Benchmarks Supported Stress Tests Supported Value At Risk Calculation Supported Fund Accounting Features Accounts Payable Not Supported Accounts Receivable Not Supported Activity Tracking Supported Asset Management Supported Bank Reconciliation Supported Budgeting & Forecasting Supported Compliance Management Supported Donor Management Not Supported General Ledger Supported Partnership Accounting Not Supported Purchasing & Receiving Not Supported Hedge Fund Features Compliance Management Supported Contact Management Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Supported Partnership Accounting Not Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported		Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Not Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Not Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Not Supported
Integrations Bloomberg Supported Diversiview Not Supported Interactive Brokers Not Supported Quandl Supported TaxTank Not Supported Xero Not Supported Yahoo Finance Supported View All 3 Integrations		Integrations Bloomberg Not Supported Diversiview Supported Interactive Brokers Supported Quandl Not Supported TaxTank Supported Xero Supported Yahoo Finance Not Supported View All 4 Integrations
Claim PackHedge™ and update features and information Claim PackHedge™ and update features and information