Sharesight
Closest replacementBest for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.
- Sharesight best matches the base workflow on long-term portfolio tracking, portfolio tracking, and API and market data.
- Sharesight also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings.
Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.