# AllInvestView vs Sharesight

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> Content language: English.

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A side-by-side feature comparison.

| Feature | AllInvestView | Sharesight |
| --- | --- | --- |
| Pricing | Freemium | Freemium |

### Tracking & data

| Feature | AllInvestView | Sharesight |
| --- | --- | --- |
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Yes |
| Automatic bank/broker sync | Yes | Yes |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Yes | Yes |
| Tax reports | Yes | Yes |

### Analysis & insights

| Feature | AllInvestView | Sharesight |
| --- | --- | --- |
| AI portfolio analysis | Yes | Not supported |
| AI asset & market analysis | Yes | Not supported |
| Portfolio health score | Partial | Not supported |
| Rebalancing & drift | Yes | Not supported |
| Goal & time-to-goal | Partial | Not supported |
| Custom groupings / tags | Yes | Yes |
| Return method (TWR/MWR) | Yes | Yes |
| Benchmark & alpha | Yes | Yes |
| Backtesting & scenarios | Partial | Not supported |

### Access & pricing

| Feature | AllInvestView | Sharesight |
| --- | --- | --- |
| Free tier | Yes | Yes |
| No account linking required | Yes | Partial |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Yes |

### Platform & reach

| Feature | AllInvestView | Sharesight |
| --- | --- | --- |
| Mobile app | Partial | Yes |
| Multi-language | Yes | Not supported |

### Community & extras

| Feature | AllInvestView | Sharesight |
| --- | --- | --- |
| Public / social portfolios | Yes | Not supported |
| AI portfolio roast | Not supported | Not supported |

## AllInvestView

**Deep analytics for portfolios with bonds, options and property, and a Modelo 720 export. Free for 10 holdings.**

**Best for:** Investors who hold individual bonds, options or rental property next to shares, and Spanish tax residents who file Modelo 720 for foreign assets. If you want a phone app, there's only a PWA, nothing in the app stores.

Strengths:
- Bonds with yield to maturity and duration, options with Greeks, property with cap rate and NOI
- Tax reports for 13 jurisdictions with FIFO, LIFO and wash-sale rules, plus a Modelo 720 export for Spain
- TWR, MWR and XIRR with a toggle, and a Monte Carlo simulation with 1,000 scenarios

Trade-offs:
- The app is in English and Spanish only, although the website advertises more languages
- The free plan has 10 holdings, one portfolio, five years of history and no sync
- No app in the stores, only a PWA

Verified 2026-07-21
Sources:
- AllInvestView — Help centre (TWR/MWR/XIRR, SnapTrade sync, EN+ES UI, tax presets) — https://www.allinvestview.com/help/
- AllInvestView — Pricing (free tier, tiers, lifetime deal) — https://www.allinvestview.com/pricing/
- AllInvestView — Terms (entity: ALLINVESTVIEW TECHNOLOGIES S.L., Madrid) — https://www.allinvestview.com/terms/
- AllInvestView — Spain investment tax report (Modelo 720, BOE-format export) — https://www.allinvestview.com/spain-investment-tax-report/
- AllInvestView — Features — https://www.allinvestview.com/features/

- Official site: https://www.allinvestview.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/allinvestview.md

## Sharesight

**Turns your trades and dividends into tax reports, with imports from 200+ brokers. Free for 1 portfolio of 10 holdings.**

**Best for:** Dividend investors in Australia, New Zealand or the UK who report capital gains every year and want the report ready. If tax isn't your problem, you'd be paying for its strongest feature without using it.

Strengths:
- Capital gains and taxable income reports that follow your tax residency
- Automatic trade import from 200+ brokers, and a public REST API with OAuth 2.0
- Access for your accountant, plus a 3-year dividend forecast on paid plans

Trade-offs:
- The free plan stops at 1 portfolio and 10 holdings
- English only, with tax reports built for its home markets
- No rebalancing, goals or AI

Verified 2026-07-05
Sources:
- Sharesight — Features (official) — https://www.sharesight.com/us/features/
- Sharesight — Tax reporting (official) — https://www.sharesight.com/us/investment-portfolio-tax/
- Find My Moat — Sharesight — https://www.findmymoat.com/tools/sharesight
- Capitally — Sharesight review 2026 — https://www.mycapitally.com/blog/sharesight-review

- Official site: https://www.sharesight.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/sharesight.md

*This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.*