Compare portfolio trackers when Sharesight's free limits, tax reporting, broker imports, reports, or advisor workflows do not fit.
Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. A strong replacement should be selected around the reporting job you need to preserve: broker imports, dividend records, performance attribution, multi-currency tracking, capital gains, tax reports, client reporting, or API access.
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Which Alternative Should You Use?
Snowball Analytics
Closest replacement
Best for: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Snowball Analytics keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.
Best for: Self-directed global investors who want 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available with portfolio and transaction limits..
Watch for: Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Best for: Retail investors who want 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.
Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Snowball Analytics matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Backtesting, Calendar, and Splits.
Watch out
Major switch gaps: missing API access, missing Downloadable Tax Reports, Capital Gains Estimator, and Wealth Management workflows, and does not clearly cover advisor client reporting, screening and idea generation, and advisor and client reporting.
Avoid as a full replacement if you rely on advisor client reporting, screening and idea generation, and advisor and client reporting.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..
Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Portseido matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Data Visualizations, Tax Lots / Lot Optimization, Splits, and Retirement Calculator.
Watch out
Major switch gaps: missing API access, missing Funds and Bonds coverage, and missing Downloadable Tax Reports, Capital Gains Estimator, and Wealth Management workflows.
Avoid as a full replacement if you rely on advisor client reporting, fundamental research, and screening and idea generation.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..
Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Marketlog matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Institutional Ownership, Data Visualizations, and Monte Carlo.
Watch out
Major switch gaps: missing API access, missing Mutual Funds and Real Estate coverage, and missing Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator workflows.
Avoid as a full replacement if you rely on advisor client reporting, screening and idea generation, and filings and transcript research.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Cryptos
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Mutual Funds, Funds, and Bonds coverage, missing Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding workflows, and does not clearly cover dividend analysis, advisor client reporting, and portfolio alerts.
Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Shared coverage
PortfolioRisk MetricsPerformance AttributionDividendsCompounding CalculatorAPIs & Data Feeds
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing API access, missing Bonds, Cryptos, and Real Estate coverage, and missing Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding workflows.
Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
YCharts best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
YCharts matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Intermediate.
You gain Screeners, Stock Comparison, ETF Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile and API access, missing Funds, Real Estate, and Other coverage, and missing Downloadable Tax Reports, Dividend Tax / ADR Withholding, and Dividends workflows.
Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and long-term portfolio tracking.
Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.
Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve..
Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Delta by eToro matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Calendar, News, and Data Visualizations.
Watch out
Major switch gaps: missing API access, missing Bonds and Real Estate coverage, and missing Performance Attribution, Downloadable Tax Reports, and Dividend Tax / ADR Withholding workflows.
Avoid as a full replacement if you rely on advisor client reporting, fundamental research, and screening and idea generation.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Cryptos and Real Estate coverage, missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows, and does not clearly cover portfolio analytics, dividend analysis, and advisor client reporting.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and advisor client reporting.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Shared coverage
PortfolioDividendsBroker ConnectorsAPIs & Data FeedsAlerts
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stock Analysis best matches the base workflow on portfolio tracking, dividend analysis, and fundamental research.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing API access, missing Bonds, Cryptos, and Real Estate coverage, and missing Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and portfolio alerts.
No public API: The existing profile explicitly says Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: High-net-worth households, founders, expats, and advisors who need a global balance-sheet view across public, private, crypto, real estate, and other assets.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
Kubera best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Kubera matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Custom Dashboards, Blogs, Education, and Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide..
Watch out
Major switch gaps: missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows, does not clearly cover dividend analysis, portfolio alerts, and dividend research, and less aligned with Dividend Investors, Index/Passive Investors, and RIAs / Wealth Firms.
Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and dividend research.
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.
Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription..
Shared coverage
PortfolioAdvisor OperationsBroker ConnectorsAPIs & Data Feeds
Masttro best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Masttro matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Custom Dashboards, Audit Trail / Supervision, Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., and Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets..
Watch out
Major switch gaps: missing ETFs and Funds coverage, missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows, and does not clearly cover dividend analysis and dividend research.
Avoid as a full replacement if you rely on dividend analysis and dividend research.
Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Free-plan limits: Pricing is quote-based rather than self-serve., Official pricing model is fixed annual license, not AUM-based., and Evaluation normally requires a demo and scope discussion..
Shared coverage
PortfolioWealth ManagementAdvisor OperationsBroker ConnectorsAPIs & Data Feeds
Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner and Intermediate
Plans
Subscription
Why switch
Quicken (Simplifi & Classic) best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Quicken (Simplifi & Classic) matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Watchlist, Tax Lots / Lot Optimization, News, and Financials.
Watch out
Major switch gaps: missing API access, missing Real Estate and Other coverage, and missing Risk Metrics, Performance Attribution, and Dividend Tax / ADR Withholding workflows.
Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and screening and idea generation.
Region-limited product fit: The existing profile states Quicken is designed for the U.S. and Canada, so international investors should not be routed here by default.
Free-plan limits: Signup required, Credit card required, and Plans are paid annual subscriptions..
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Replacement
Partial replacement
Pricing fit
Paid-only mismatch
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Why switch
Addepar best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Addepar matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Data Visualizations, Tax Lots / Lot Optimization, Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform..
Watch out
Major switch gaps: missing Other coverage, missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows, and does not clearly cover dividend analysis, portfolio alerts, and fundamental research.
Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and fundamental research.
Enterprise contract only: Addepar does not publish self-serve pricing; access requires a sales-led subscription and implementation.
Free-plan limits: No public self-serve pricing., Subscription access requires a sales process., and Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements..
Shared coverage
PortfolioWealth ManagementAdvisor OperationsBroker ConnectorsAPIs & Data Feeds
Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
Interactive Brokers (IBKR) matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing Funds and Real Estate coverage, missing Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding workflows, and does not clearly cover dividend analysis, advisor client reporting, and portfolio alerts.
Avoid as a full replacement if you rely on dividend analysis, advisor client reporting, and portfolio alerts.
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.
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., and Real-time market data and Level II data generally require subscriptions..
Shared coverage
PortfolioRisk MetricsPerformance AttributionAPIs & Data Feeds
Bottom line: European retail investors who want a social, mobile-friendly portfolio and net-worth tracker.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Funds
Experience
Beginner and Intermediate
Plans
Free and Subscription
Why switch
getquin best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
getquin matches the base audience on Retail Traders, Long-term Investors, and Dividend Investors.
You gain Watchlist, Institutional Ownership, Stock Ideas, and Market Sentiment.
Watch out
Major switch gaps: missing API access, missing Mutual Funds and Bonds coverage, and missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and fundamental research.
Premium entitlements are not fully public: The existing profile notes getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..
Bottom line: Privacy-conscious dividend investors who want manual dividend income tracking, payday notifications, tax-adjusted net income, and no broker login.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner and Intermediate
Plans
Free and Subscription
Why switch
OnlyDividends best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
OnlyDividends matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Data Visualizations, and Calendar.
Watch out
Major switch gaps: missing API access, missing ETFs, Mutual Funds, and Funds coverage, and missing Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator workflows.
Avoid as a full replacement if you rely on advisor client reporting, macro and fund research, and advisor and client reporting.
Manual holdings only: OnlyDividends does not advertise broker sync, bank access, public APIs, or automated tax-lot imports.
Free-plan limits: App Store lists free tracking for up to 3 stocks., Premium tracking is capped at up to 50 stocks and adds priority support., and Premium Monthly is listed in the US App Store at $6.99; local website records use EUR pricing..
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
Orion Advisor Tech best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Orion Advisor Tech matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, and Webhooks.
Watch out
Major switch gaps: missing Cryptos and Real Estate coverage, missing Portfolio, Performance Attribution, and Downloadable Tax Reports workflows, and does not clearly cover dividend analysis, long-term portfolio tracking, and fundamental research.
Avoid as a full replacement if you rely on dividend analysis, long-term portfolio tracking, and fundamental research.
Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Free-plan limits: No free self-serve product for investors., Public stack pages describe annual starting prices for advisor firms., and Final access and pricing depend on selected stack, modules, and sales process..
Shared coverage
Risk MetricsAdvisor OperationsBroker ConnectorsAPIs & Data Feeds
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Investing.com best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and advisor client reporting.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Replacement
Partial replacement
Pricing fit
Paid-only mismatch
Free tier
No
Platforms
Web, Mobile, and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Why switch
Envestnet Wealth Management Platform best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Envestnet Wealth Management Platform matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Webhooks, End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process..
Watch out
Major switch gaps: missing Cryptos and Other coverage, missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows, and does not clearly cover dividend analysis, portfolio alerts, and long-term portfolio tracking.
Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and long-term portfolio tracking.
Enterprise-only buying path: Pricing and entitlements are determined through sales engagement; there is no self-serve public price table.
Free-plan limits: No public self-serve pricing., Commercial access requires sales engagement., and Final scope depends on platform modules, data/API needs, and firm implementation requirements..
Shared coverage
PortfolioWealth ManagementAdvisor OperationsBroker ConnectorsAPIs & Data Feeds
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Koyfin best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
Koyfin matches the base audience on Retail Traders, Pro Retail, and Financial Advisors.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.
Watch out
Major switch gaps: missing API access, missing Funds, Real Estate, and Other coverage, and missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and long-term portfolio tracking.
No public API: The existing profile explicitly says Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
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×19Broker Connectors×15Alerts×12Risk Metrics×11Dividends×10APIs & Data Feeds×8Advisor Operations×7Compounding Calculator×6
New angles introduced
Categories the alternatives add beyond Sharesight.
13 of 20 alternatives keep a free tier for trials.
Mobile ready
19/20
19 matches support mobile alongside Sharesight.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 8 tested
6 tools are flagged as analyst picks; 8 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Sharesight?
Sharesight users most often consider Snowball Analytics, Portseido, and Marketlog as their go-to alternatives.
Which alternatives keep a free tier?
Snowball Analytics, Portseido, Marketlog, TipRanks, Stock Rover, Delta by eToro, GuruFocus, Stock Analysis, Interactive Brokers (IBKR), getquin, OnlyDividends, Investing.com, and Koyfin offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Sharesight alternatives cover?
Expect deep coverage across 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, so you can port most Sharesight workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.