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Portfolio reporting replacement guide

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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 SharesightFree alternativesTool details

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Which Alternative Should You Use?

Portseido logo

Portseido

Closest replacement

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
DetailsCompare
Snowball Analytics logo

Snowball Analytics

Best workflow fit

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
DetailsCompare
Portfolio Performance logo

Portfolio Performance

Quality-checked pick

Best for: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

  • Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portfolio Performance also has a free plan, so you can try it without paying. Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux.

Watch for: Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.

Download Portfolio Performance
DetailsCompare
Marketlog logo

Marketlog

Strong runner-up

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

  • Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Marketlog also has a free plan, so you can try it without paying. 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.

Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Track portfolios with Marketlog
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Portseido logo
Closest replacement

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 PortseidoCompare
Full review and details
2
Portfolio Performance logo
Quality-checked pick

Portfolio Performance

Analyst pickTested by us

Bottom line: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

Keep

  • Portfolio
  • Risk Metrics
  • Performance Attribution

Gain

  • Watchlist
  • Data Visualizations

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: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux. Mobile companion app is separate; US App Store Premium costs $3 monthly or $25 yearly, and other stores may differ. Data is stored locally and can be exported as CSV or JSON.
  • Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
Cost
Free, no signup

$2.08/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit
Partial replacement
Download Portfolio PerformanceCompare
Full review and details
3
Snowball Analytics logo
Best workflow fit

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 AnalyticsCompare
Full review and details
4
Marketlog logo
MarketlogPartial replacement
4
Marketlog logo
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 MarketlogCompare
Full review and details
5
Delta by eToro logo
Delta by eToroPartial replacement
5
Delta by eToro logo
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 PROCompare
Full review and details
6
getquin logo
getquinPartial replacement
6
getquin logo
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 getquinCompare
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×6Broker Connectors×5Risk Metrics×5Alerts×4Dividends×4Compounding Calculator×3Performance Attribution×3Dividend Tax / ADR Withholding×2

New angles introduced

Categories the alternatives add beyond Sharesight.

Watchlist+5Data Visualizations+4News+4AI Research+3Calendar+3Splits+3ETF Analysis+2Financials+2

Access & Pricing

Free to start

6/6

6 of 6 start free, same as Sharesight.

Paid plans from

$2.08/mo

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

Mobile app

6 of 6

6 have a mobile app, like Sharesight.

API access

0 of 6

None expose a public API.

Hands-on tested

1 of 6

1 tested hands-on. 1 are analyst picks.

Coverage overlap

50%

Average share of Sharesight categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Sharesight?

Portseido, Portfolio Performance, and Snowball Analytics 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?

Portseido, Portfolio Performance, Snowball Analytics, Marketlog, Delta by eToro, and getquin 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 Alerts, Broker Connectors, Capital Gains Estimator, Compounding Calculator, Dividend Tax / ADR Withholding, Dividends, Performance Attribution, Portfolio, and Risk Metrics. Sharesight workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does Sharesight still stand out?

None of the alternatives here cover Downloadable Tax Reports, Wealth Management, Advisor Operations, and APIs & Data Feeds. Keep Sharesight for that, or run both tools side by side.

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Feedback

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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.