VOL. XCIV, NO. 247

Sharesight Alternatives & Competitors

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Portfolio reporting replacement guide

Best Sharesight Alternatives

Compare portfolio trackers when Sharesight's free limits, tax reporting, broker imports, reports, or advisor workflows do not fit.

Sharesight tracks portfolios, dividends, performance, and tax reports for DIY investors, accountants, advisers, and family offices. Compare alternatives by the reporting job you need to keep, such as broker imports, dividend records, performance attribution, multi-currency tracking, capital gains, tax reports, client reporting, or API access.

Visit Sharesight Free alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Snowball Analytics

Closest replacement

Best for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Snowball Analytics also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits.

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Try Snowball Analytics

Details Compare

Masttro

Best workflow fit

Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Masttro best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Masttro does not appear to keep a permanent free tier, so budget-sensitive users should verify the plan before switching.

Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

Request Masttro pricing

Details Compare

Portseido

Best audience fit

Best for: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Portseido also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports.

Watch for: Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.

Try Portseido

Details Compare

TipRanks

Quality-checked pick

Best for: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
TipRanks also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month.

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

View TipRanks plans

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Our ranked order by workflow overlap and quality.

Closest replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Portfolio
Risk Metrics
Performance Attribution
Dividend Tax / ADR Withholding
Dividends
Compounding Calculator

Gain

Watchlist
Backtesting
Calendar
Splits

Lose

Downloadable Tax Reports
Capital Gains Estimator
Wealth Management
Advisor Operations

Watch out

Avoid as a full replacement if you rely on advisor client reporting, screening and idea generation, and advisor and client reporting.
Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Cost

Free with signup

$6.67/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Try Snowball Analytics Compare

Full review and details

Best audience fit

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

Portfolio
Risk Metrics
Performance Attribution
Dividend Tax / ADR Withholding
Dividends
Compounding Calculator

Gain

Data Visualizations
Tax Lots / Lot Optimization
Splits
Retirement Calculator

Lose

Downloadable Tax Reports
Capital Gains Estimator
Wealth Management
Advisor Operations

Watch out

Avoid as a full replacement if you rely on advisor client reporting, fundamental research, and screening and idea generation.
Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports. Pro has a 14-day trial with no credit card required.
Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.

Cost

Free with signup

$8/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Try Portseido Compare

Full review and details

Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

Portfolio
Risk Metrics
Dividends
Compounding Calculator
Broker Connectors
Alerts

Gain

Watchlist
Institutional Ownership
Data Visualizations
Monte Carlo

Lose

Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding

Watch out

Avoid as a full replacement if you rely on advisor client reporting, screening and idea generation, and filings and transcript research.
Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Cost

Free with signup

$6.67/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Track portfolios with Marketlog Compare

Full review and details

TipRanksQuality-checked pickFree • Contact for pricingFree with signup

Quality-checked pick

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

Portfolio
Risk Metrics
Performance Attribution
Dividends
Compounding Calculator
APIs & Data Feeds

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Wealth Management

Watch out

Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Cost: Free with signup; Free • Contact for pricing

Fit: Partial replacement

View TipRanks plans Compare

Full review and details

Stock AnalysisPartial replacementFree • From $6.58/mo billed yearlyFree, no signup

Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

Portfolio
Risk Metrics
Dividends
Compounding Calculator
Broker Connectors
Alerts

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding

Watch out

Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and portfolio alerts.
Free-plan limits: Free access is ad-supported. Free exports and financial history are limited compared with Pro and Unlimited. Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Cost

Free, no signup

$6.58/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Try Stock Analysis Pro Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

Portfolio
Risk Metrics
Performance Attribution
Dividends
Broker Connectors
Alerts

Gain

Stock Ideas
Screeners
ETF Screeners
Stock Comparison

Lose

Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Compounding Calculator

Watch out

Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required. Free plan has monthly limits for Stock Scores and Research Reports.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

Cost

Free with signup

$34/moto go paid

No comparable monthly price for Sharesight

Fit: Partial replacement

View Stock Rover plans Compare

Full review and details

YChartsPartial replacementFrom $250/mo billed yearlyFree trial only

Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

Portfolio
Risk Metrics
Performance Attribution
Capital Gains Estimator
Advisor Operations
Broker Connectors

Gain

Screeners
Stock Comparison
ETF Comparison
Data Visualizations

Lose

Downloadable Tax Reports
Dividend Tax / ADR Withholding
Dividends
Compounding Calculator

Watch out

Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and long-term portfolio tracking.
Free-plan limits: Signup required. Trial-only access. Current public plans page is quote-led rather than self-serve.
Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.

Cost

Free trial only

$250/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Schedule YCharts conversation Compare

Full review and details

Delta by eToroPartial replacementFree • From $4.49/mo billed yearlyFree with signup

Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

Portfolio
Risk Metrics
Capital Gains Estimator
Broker Connectors
Alerts

Gain

Watchlist
Calendar
News
Data Visualizations

Lose

Performance Attribution
Downloadable Tax Reports
Dividend Tax / ADR Withholding
Dividends

Watch out

Avoid as a full replacement if you rely on advisor client reporting, fundamental research, and screening and idea generation.
Free-plan limits: Signup required. Basic is free with a limited number of tracked assets. PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Cost

Free with signup

$4.49/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

View Delta PRO Compare

Full review and details

GuruFocusPartial replacementFree • From $45.75/mo billed yearlyFree with signup

Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

Portfolio
Dividends
Broker Connectors
APIs & Data Feeds
Alerts

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and advisor client reporting.
Free-plan limits: Signup required. A free account has limited access. Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Cost

Free with signup

$45.75/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Start GuruFocus trial Compare

Full review and details

KuberaPartial replacementFrom $20.83/mo billed yearlyFree trial only

Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

Portfolio
Advisor Operations
Broker Connectors
APIs & Data Feeds

Gain

Custom Dashboards
Blogs
Education

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and fundamental research.
Free-plan limits: Signup required. Trial-only access. 14-day full trial before paid subscription.
No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.

Cost

Free trial only

$20.83/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Start Kubera trial Compare

Full review and details

AddeparPartial replacementContact for pricingPaid only

Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

Portfolio
Wealth Management
Advisor Operations
Broker Connectors
APIs & Data Feeds

Gain

Data Visualizations
Tax Lots / Lot Optimization

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and fundamental research.
Free-plan limits: No public self-serve pricing. Subscription access requires a sales process. Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements.
Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.

Cost: Paid only; Contact for pricing

Fit: Partial replacement

Request Addepar demo Compare

Full review and details

MasttroBest workflow fitContact for pricingPaid only

Best workflow fit

Masttro

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

Portfolio
Wealth Management
Advisor Operations
Broker Connectors
APIs & Data Feeds

Gain

Custom Dashboards
Audit Trail / Supervision

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on dividend analysis and dividend research.
Free-plan limits: Pricing is quote-based rather than self-serve. Official pricing model is fixed annual license, not AUM-based. Evaluation normally requires a demo and scope discussion.
Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

Cost: Paid only; Contact for pricing

Fit: Partial replacement

Request Masttro pricing Compare

Full review and details

getquinPartial replacementFree • Paid plans availableFree with signup

Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

Portfolio
Dividends
Broker Connectors
Alerts

Gain

Watchlist
Institutional Ownership
Stock Ideas
Market Sentiment

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and fundamental research.
Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.

Cost: Free with signup; Free • Paid plans available

Fit: Partial replacement

Open getquin Compare

Full review and details

OnlyDividendsPartial replacementFree • Paid plans availableFree, no signup

Partial replacement

OnlyDividends

Bottom line: Privacy-conscious dividend investors who want manual income tracking, payday notifications, after-tax estimates, and no broker login.

Keep

Portfolio
Risk Metrics
Dividend Tax / ADR Withholding
Dividends
Compounding Calculator
Alerts

Gain

Stock Ideas
Screeners
Data Visualizations
Calendar

Lose

Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator
Wealth Management

Watch out

Avoid as a full replacement if you rely on advisor client reporting, macro and fund research, and advisor and client reporting.
Free-plan limits: The current vendor pricing page lists Free at 3 stocks and 1 portfolio. Premium Annual allows 250 holdings across 5 portfolios with combined income views and priority support. Premium Annual costs EUR 49.99; the monthly toggle did not expose a verifiable exact charge.
Manual holdings only: OnlyDividends does not advertise broker sync, bank access, public APIs, or automated tax-lot imports.

Cost: Free, no signup; Free • Paid plans available

Fit: Partial replacement

Download OnlyDividends Compare

Full review and details

Quicken (Simplifi & Classic)Partial replacementSubscriptionPaid only

Partial replacement

Quicken (Simplifi & Classic)

Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.

Keep

Portfolio
Downloadable Tax Reports
Capital Gains Estimator
Broker Connectors
Alerts

Gain

Watchlist
Tax Lots / Lot Optimization
News
Financials

Lose

Risk Metrics
Performance Attribution
Dividend Tax / ADR Withholding
Dividends

Watch out

Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and screening and idea generation.
Free-plan limits: Signup required. Credit card required. Plans are paid annual subscriptions.
Region-limited product fit: Quicken is designed for the U.S. and Canada, not international investors by default.

Cost: Paid only; Subscription

Fit: Partial replacement

Compare Quicken plans Compare

Full review and details

Orion Advisor TechPartial replacementFrom $275/moPaid only

Partial replacement

Orion Advisor Tech

Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.

Keep

Risk Metrics
Advisor Operations
Broker Connectors
APIs & Data Feeds

Gain

Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
Webhooks

Lose

Portfolio
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on dividend analysis, long-term portfolio tracking, and fundamental research.
Free-plan limits: No free self-serve product for investors. Public stack pages describe annual starting prices for advisor firms. Final access and pricing depend on selected stack, modules, and sales process; standalone Risk Intelligence is $275 per user monthly with a 10% annual-billing discount.
Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.

Cost

Paid only

$275/moto go paid

No comparable monthly price for Sharesight

Fit: Partial replacement

View Orion Stacks Compare

Full review and details

WealthfolioPartial replacementFree • From $2.99/moFree, no signup

Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

Portfolio
Risk Metrics
Performance Attribution
Broker Connectors

Gain

Data Visualizations
Monte Carlo
Retirement Calculator
Custom Dashboards

Lose

Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Dividends

Watch out

Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Cost

Free, no signup

$2.99/moto go paid

No comparable monthly price for Sharesight

Fit: Partial replacement

Download Wealthfolio Compare

Full review and details

Interactive Brokers (IBKR)Partial replacementTransaction-priced · Fees vary by offer and jurisdictionPaid only

Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

Portfolio
Risk Metrics
Performance Attribution
APIs & Data Feeds

Gain

Brokerage
Advanced Order Types
Smart/Direct Routing
Paper Trading

Lose

Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Dividends

Watch out

Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
Free-plan limits: Signup required. Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product. Real-time market data and Level II data generally require subscriptions.
Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.

Cost: Paid only; Transaction-priced · Fees vary by offer and jurisdiction

Fit: Partial replacement

Open IBKR account Compare

Full review and details

Investing.comPartial replacementFree • From $18.95/moFree, no signup

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Portfolio
Dividends
Alerts

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and advisor client reporting.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer. Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month. ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Cost

Free, no signup

$18.95/moto go paid

No comparable monthly price for Sharesight

Fit: Partial replacement

View InvestingPro Compare

Full review and details

KoyfinPartial replacementFree • From $39/mo billed yearlyFree with signup

Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

Portfolio
Advisor Operations
Alerts

Gain

Screeners
ETF Screeners
Data Visualizations
Custom Dashboards

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and long-term portfolio tracking.
Free-plan limits: Signup required. Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history. New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.

Cost

Free with signup

$39/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

Get 20% off Koyfin Compare

Full review and details

What This Shortlist Tells You

Start with the Sharesight workflow you would move: dividends, tax reports, performance, broker imports, multi-currency portfolios, client reports, or API access.

Check free holding limits, broker import quality, tax-country support, report exports, and multi-portfolio limits before switching.

Use a simpler tracker only if you do not rely on performance attribution, tax reporting, or advisor-style client workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19 Broker Connectors×15 Alerts×13 Risk Metrics×12 Dividends×10 APIs & Data Feeds×7 Performance Attribution×7 Advisor Operations×6

New angles introduced

Categories the alternatives add beyond Sharesight.

Data Visualizations+13 Watchlist+13 News+12 Financials+11 Calendar+10 AI Research+9 Education+9 Screeners+9

Access & Pricing

Free to start

13/20

13 of 20 start free, same as Sharesight.

Paid plans from

$2.99/mo

Wealthfolio is the cheapest listed monthly upgrade. No comparable monthly price is listed for Sharesight.

Mobile app

19 of 20

19 have a mobile app, like Sharesight.

API access

7 of 20

7 expose an API or data feed, usually on a paid plan.

Hands-on tested

8 of 20

8 tested hands-on. 6 are analyst picks.

Coverage overlap

47%

Average share of Sharesight categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Sharesight?

Snowball Analytics, Portseido, and Marketlog share the most workflows with Sharesight, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Snowball Analytics, Portseido, Marketlog, TipRanks, Stock Analysis, Stock Rover, Delta by eToro, GuruFocus, getquin, OnlyDividends, Wealthfolio, Investing.com, and Koyfin start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Sharesight alternatives cover?

Between them the top matches cover Advisor Operations, Alerts, APIs & Data Feeds, Broker Connectors, Capital Gains Estimator, Compounding Calculator, Dividend Tax / ADR Withholding, Dividends, Downloadable Tax Reports, Performance Attribution, Portfolio, Risk Metrics, and Wealth Management. Sharesight workflows in those areas move over as they are. The Lose column on each card names what does not.

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Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

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Top Tools by Domain RatingThe 50 investing tools with the strongest websites, by Ahrefs Domain Rating.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.

★Sharesight Alternatives & Competitors★

Best Sharesight Alternatives

Which Alternative Should You Use?

Snowball Analytics

Masttro

Portseido

TipRanks

Detailed Alternatives

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Sharesight Alternatives & Competitors