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Sharesight

Sharesight alternatives

The closest alternatives to Sharesight, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.

Why people look for alternatives to Sharesight

  • Free tier is capped by number of holdings
  • Tax features are most valuable in its core supported markets
What Sharesight doesn't do
AI portfolio analysis
AI asset & market analysis
Portfolio health score
Rebalancing & drift
Goal & time-to-goal
Backtesting & scenarios
Open source
Self-hostable
Multi-language
Public / social portfolios
AI portfolio review
  1. 1
    PortfolioGlance

    PortfolioGlance

    That's us
    Free

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

    Does more than Sharesight
    AI portfolio analysis AI asset & market analysis Portfolio health score Rebalancing & drift Goal & time-to-goal No account linking required+2

    Sharesight does better: Automatic bank/broker sync, Dividend/income forecast, Tax reports +2

  2. 2
    Finanzfluss Copilot

    Finanzfluss Copilot

    Freemium

    German portfolio tracker and net-worth app from the Finanzfluss media brand, with free 350+ broker auto-sync.

    Does more than Sharesight
    Portfolio health score No account linking required Public / social portfolios

    Sharesight does better: Tax reports, Public API

  3. 3
    Rentablo

    Rentablo

    Freemium

    German browser-based portfolio tracker with PSD2 bank sync, dividend calendar and true TWROR + IRR returns.

    Does more than Sharesight
    Portfolio health score Goal & time-to-goal

    Sharesight does better: Tax reports, Custom groupings / tags, Public API +1

  4. 4
    Wealthica

    Wealthica

    Freemium

    Canadian financial-account aggregator that syncs banks and brokerages into one dashboard with an add-on store.

    Does more than Sharesight
    Portfolio health score Multi-language

    Sharesight does better: CSV / broker import, Tax reports, Return method (TWR/MWR) +1

  5. 5
    Portseido

    Portseido

    Freemium

    Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.

    Does more than Sharesight
    No account linking required

    Sharesight does better: Automatic bank/broker sync, Tax reports, Custom groupings / tags +1

  6. 6
    Parqet

    Parqet

    Freemium

    German-built tracker with local-device broker autosync, dividend forecasting and a community.

    Does more than Sharesight
    Backtesting & scenarios Multi-language Public / social portfolios

    Sharesight does better: Tax reports, Custom groupings / tags, Public API

  7. 7
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than Sharesight
    No account linking required Multi-language

    Sharesight does better: Automatic bank/broker sync, Dividend/income forecast, Tax reports +1

  8. 8
    Capitally

    Capitally

    Paid

    Analytics-focused, privacy-first portfolio tracker with multi-currency performance and tax reporting across many jurisdictions.

    Does more than Sharesight
    Backtesting & scenarios No account linking required Multi-language

    Sharesight does better: Automatic bank/broker sync, Free tier, Public API +1

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

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.