# PortfolioGlance vs Sharesight

> Machine-readable mirror for AI agents. Canonical page: https://www.portfolioglance.com/investing-apps/portfolioglance-vs-sharesight
> Content language: English.

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A side-by-side feature comparison.

| Feature | PortfolioGlance | Sharesight |
| --- | --- | --- |
| Pricing | Free | Freemium |

### Tracking & data

| Feature | PortfolioGlance | Sharesight |
| --- | --- | --- |
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Yes |
| Automatic bank/broker sync | Not supported | Yes |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Not supported | Yes |
| Tax reports | Not supported | Yes |

### Analysis & insights

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

### Access & pricing

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

### Community & extras

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

## PortfolioGlance

**Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.**

**Best for:** Investors who want a multi-asset overview with AI commentary and are happy to add holdings manually or by CSV import rather than link a bank or brokerage account.

Strengths:
- Genuinely free core, with AI tokens included to start
- No bank/broker account to connect — nothing to link, no login credentials shared
- Multi-currency and multi-asset (incl. real estate, deposits and private assets)
- AI analysis, health score, rebalancing and goal projection built in

Trade-offs:
- No automatic bank/broker sync — you add holdings manually or import a CSV
- Younger product than some incumbents; smaller community

Verified 2026-07-01
Sources:
- PortfolioGlance — https://www.portfolioglance.com

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

## Sharesight

**Performance and dividend tracker with a strong focus on tax reporting.**

**Best for:** Dividend investors and anyone who needs serious tax/performance reporting and is willing to pay once their portfolio grows past the free limit.

Strengths:
- Excellent dividend and tax reporting
- Detailed, accurate performance calculations
- Free tier for small portfolios

Trade-offs:
- Free tier is capped by number of holdings
- Tax features are most valuable in its core supported markets

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 overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*