Read the full Sharesight review
Sharesight

Sharesight alternatives

Apps that do the same job as Sharesight. The most similar ones are at the top.

Why people look for alternatives to Sharesight

  • 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
  1. PortfolioGlance

    PortfolioGlanceThat's us

    Free

    Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.

  2. Free sync with 350+ German banks and brokers, from the Finanzfluss team, but no AI despite the name. PLUS €69.99 a year.

    Beats Sharesight on portfolio health score, no account linking required, and public / social portfolios.

    Sharesight wins on tax reports and public API.

  3. 2
    Rentablo

    Rentablo

    Freemium

    Syncs German bank depots and gets the return maths right. Free for one bank, PLUS from €4.99 a month.

    Beats Sharesight on portfolio health score and goal & time-to-goal.

    Sharesight wins on tax reports, custom groupings / tags, and public API.

  4. 3
    Wealthica

    Wealthica

    Freemium

    Pulls Canadian bank and broker accounts into one dashboard, updated daily. Free for 3 institutions, paid from CA$50 a year.

    Beats Sharesight on portfolio health score and multi-language.

    Sharesight wins on CSV / broker import, tax reports, and return method (TWR/MWR).

  5. 4
    Portseido

    Portseido

    Freemium

    For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.

    Beats Sharesight on no account linking required.

    Sharesight wins on automatic bank/broker sync, tax reports, and custom groupings / tags.

  6. 5
    Parqet

    Parqet

    Freemium

    Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.

    Beats Sharesight on backtesting & scenarios, multi-language, and public / social portfolios.

    Sharesight wins on tax reports, custom groupings / tags, and public API.

  7. A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.

    Beats Sharesight on no account linking required and multi-language.

    Sharesight wins on automatic bank/broker sync, dividend/income forecast, and tax reports.

  8. Deep return analytics and tax reports for 11 countries, without linking any account. Paid only, after a 14-day trial.

    Beats Sharesight on backtesting & scenarios, no account linking required, and multi-language.

    Sharesight wins on automatic bank/broker sync, free tier, and public API.

About PortfolioGlance

Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.

Try PortfolioGlance free

We list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.