VOL. XCIV, NO. 247

Free Sharesight Alternatives

Checking

Free portfolio reporting replacements

Best Free Alternatives to Sharesight

Find free tools for portfolio and dividend tracking before paying for more holdings, tax reports, or advanced performance analytics.

A free Sharesight alternative can handle basic recordkeeping, including holdings, dividends, performance, broker imports, and simple reports. Free plans often cap holdings, portfolios, broker connections, tax reports, exports, or advanced attribution. Compare each option against the reporting task you repeat most often.

Visit Sharesight All alternatives Tool details

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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 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.

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Zenvesto

Best workflow fit

Best for: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Zenvesto keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available..

Watch for: Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.

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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 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.

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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 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.

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Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

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
Compounding Calculator

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, and 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.

Price: SharesightFree • Paid plans available
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio Compare

Full review and details

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
Wealth Management

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, and 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.

Price: SharesightFree • Paid plans available
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

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
Dividend Tax / ADR Withholding

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, and 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.

Price: SharesightFree • Paid plans available
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

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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
Advisor Operations

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: 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 costs EUR 6.99/month or EUR 49.99/year on the current website.
Manual holdings only: OnlyDividends does not advertise broker sync, bank access, public APIs, or automated tax-lot imports.

Price: SharesightFree • Paid plans available
OnlyDividendsFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

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Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree 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
Compounding Calculator

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, and 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+.

Price: SharesightFree • Paid plans available
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsClosest replacementFree • From $79.99/yrFree with signup

Closest replacement