SharePad
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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£36 per month
Free Trial
Free version unavailable
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What is SharePad
SharePad is a desktop investment research and portfolio tracking application used to monitor holdings, analyze securities, and review market data. It is typically used by individual investors and smaller advisory practices that want local software for charting, screening, and portfolio performance views. The product emphasizes UK market coverage and integrates news, fundamentals, and technical analysis tools in a single interface. It is commonly deployed as a Windows application rather than a full enterprise platform.
Integrated research and charting
SharePad combines portfolio views with charting, technical indicators, and security-level research in one application. This supports day-to-day analysis without requiring multiple separate tools for basic workflows. For users focused on hands-on security analysis, the integrated approach can reduce context switching compared with broader financial planning suites.
Portfolio monitoring for individuals
The product supports tracking of positions, transactions, and performance for self-directed investors and small teams. It is oriented toward practical portfolio oversight rather than institution-grade order management. This can fit organizations that do not need complex multi-entity accounting or enterprise governance features.
Desktop-first deployment option
SharePad is commonly used as a locally installed Windows application, which can suit users who prefer desktop workflows. Local installation can simplify use in environments where a full web platform rollout is not required. It can also appeal to users who want a single-user tool with straightforward setup compared with multi-module enterprise systems.
Limited enterprise workflow coverage
SharePad is not positioned as a full front-to-back investment platform with trading, compliance, and institutional reporting workflows. Firms needing multi-user controls, approvals, and audit-ready operational processes may require additional systems. This can create gaps versus more comprehensive portfolio management and wealth platform offerings.
Less emphasis on planning tools
The product focuses on investment research and portfolio tracking rather than holistic financial planning. Organizations that require client goal planning, cash-flow modeling, and proposal generation may find the feature set insufficient. In those cases, SharePad may function as a complementary research tool rather than the system of record.
Unclear modern integration footprint
Publicly available information does not clearly indicate broad API coverage or prebuilt integrations with common CRM, custodians, or data warehouses. Limited integration options can increase manual work for data reconciliation and reporting. Buyers should validate data sources, export formats, and any available APIs during evaluation.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| ShareScope (formerly SharePad) | £36 per month / £393 per year | 15-minute delayed prices, live news & RNS, powerful screening & portfolio tools, unlimited portfolios; 30-day no-quibble money-back guarantee. |
| ShareScope Pro (formerly SharePad Pro) | £84 per month / £909 per year | Live prices, live news, LSE Level 2 (Level 2 order book), multi-monitor/floating windows, enhanced news (Alliance/MT), intended for active traders. |
| Legacy ShareScope (resubscribe options) | Legacy monthly prices shown (example: Legacy ShareScope Gold £36/month; Plus £68/month; Pro £147/month) | Legacy product still available for existing/resubscribing users; vendor notes SharePad rebranded to ShareScope and Legacy products are being phased out. |
Seller details
SharePad (company information not consistently published under a single, clearly verifiable legal entity name)
