Free Sharesight Alternatives

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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 replacement should cover the basic recordkeeping job: holdings, dividends, performance, broker imports, and simple reports. The tradeoff is usually depth. Free plans often cap holdings, portfolios, broker connections, tax reports, exports, or advanced attribution, so compare the free option against the reporting task you repeat most often.

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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.

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Zenvesto

Best workflow fit

Best for: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, 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: The profile records 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 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.

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TipRanks

Quality-checked pick

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.

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Detailed Alternatives

Snowball Analytics

Closest replacementWorkflow overlap 62%

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..

Shared coverage

PortfolioRisk MetricsPerformance AttributionDividend Tax / ADR WithholdingDividendsCompounding Calculator

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Portseido

Best free-tier fitWorkflow overlap 64%

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..

Shared coverage

PortfolioRisk MetricsPerformance AttributionDividend Tax / ADR WithholdingDividendsCompounding Calculator

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Marketlog

Best free-tier fitWorkflow overlap 46%

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..

Shared coverage

PortfolioRisk MetricsDividendsCompounding CalculatorBroker ConnectorsAlerts

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 54%

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

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 46%

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..

Shared coverage

PortfolioRisk MetricsPerformance AttributionDividendsBroker ConnectorsAlerts

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Delta by eToro

Best free-tier fitWorkflow overlap 38%

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..

Shared coverage

PortfolioRisk MetricsCapital Gains EstimatorBroker ConnectorsAlerts

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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..

Shared coverage

PortfolioRisk MetricsDividendsCompounding CalculatorBroker Connectors

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Interactive Brokers (IBKR)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 31%

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

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getquin

Best free-tier fitWorkflow overlap 31%

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..

Shared coverage

PortfolioDividendsBroker ConnectorsAlerts

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OnlyDividends

Best free-tier fitWorkflow overlap 46%

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..

Shared coverage

PortfolioRisk MetricsDividend Tax / ADR WithholdingDividendsCompounding CalculatorAlerts

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 23%

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..

Shared coverage

PortfolioDividendsAlerts

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 23%

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..

Shared coverage

PortfolioAdvisor OperationsAlerts

Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 31%

Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
Fiscal.ai 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 Mobile access, missing Bonds, Cryptos, and Real Estate 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.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

PortfolioDividendsAPIs & Data FeedsAlerts

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Zenvesto

Best free-tier fitWorkflow overlap 31%

Bottom line: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, and historical simulations.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Plans: Free and Subscription

Why switch

Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Zenvesto matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Data Visualizations, Backtesting, and News.

Watch out

Major switch gaps: missing Mobile and API access, missing Mutual Funds, Funds, and Bonds 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 and portfolio alerts.
Coverage claims need care: The profile records verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..

Shared coverage

PortfolioRisk MetricsDividendsCompounding Calculator

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Dividend.com

Hands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Income investors who want dividend ratings, ex-dividend dates, dividend stock lists, and model portfolios.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Free and Subscription

Why switch

Dividend.com best matches the base workflow on portfolio tracking, dividend analysis, and portfolio alerts.
Dividend.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, Stock Ideas, Stock Comparison, and ETF Comparison.

Watch out

Major switch gaps: missing Mobile and API access, missing Bonds and Cryptos coverage, and missing Portfolio, Risk Metrics, and Performance Attribution workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and long-term portfolio tracking.
Premium gates the useful workflow: Model portfolios, payout estimates, premium lists, downloads, Dividend Watchlist, and ad-free access require Premium.
Free-plan limits: Signup required, Free content is limited., and Premium is required for model portfolios, downloads, payout estimates, watchlist tools, and premium lists..

Shared coverage

DividendsCompounding CalculatorAlerts

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Digrin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Dividend investors who want a freemium web tracker with dividend calendars, tax estimates, benchmark comparison, DRIP handling, stock financials, and broker/CSV imports.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Digrin best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Digrin matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, Splits, Calendar, and Financials.

Watch out

Major switch gaps: missing Mobile and API access, missing Mutual Funds, 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, filings and transcript research, and advisor and client reporting.
Broker sync is narrow: Automated broker sync is focused on Trading212 and Interactive Brokers, so other brokers rely on CSV/manual import.
Free-plan limits: Signup required, Explorer is listed as free forever., and Plus is listed locally at EUR7.99/month monthly, or EUR4.17/month billed annually..

Shared coverage

PortfolioCapital Gains EstimatorDividend Tax / ADR WithholdingDividends

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 31%

Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, fundamental research, and screening and idea generation.
TradingView matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Funds, and Real Estate 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.
Real-time market data can require add-ons: The profile notes optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

PortfolioDividendsBroker ConnectorsAlerts

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Simply Wall St

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 31%

Bottom line: Long-term investors who want visual company reports and portfolio diagnostics.

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

Simply Wall St best matches the base workflow on portfolio tracking, dividend analysis, and long-term portfolio tracking.
Simply Wall St matches the base audience on Retail Traders, Long-term Investors, and Dividend Investors.
You gain Stock Ideas, Screeners, Data Visualizations, and Watchlist.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Bonds, and Cryptos coverage, and missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and portfolio alerts.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Free-plan limits: Signup required, 5 company reports per month on Free., and 1 portfolio with up to 10 holdings on Free..

Shared coverage

PortfolioDividendsBroker ConnectorsAlerts

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Charles Schwab

Best free-tier fitWorkflow overlap 23%

Bottom line: U.S. investors who want a full-service brokerage with strong trading platforms, research, tax workflows, and broad asset access.

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

Why switch

Charles Schwab best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
Charles Schwab matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Brokerage, Watchlist, Options, and Paper Trading.

Watch out

Major switch gaps: missing Funds, Real Estate, and Other coverage, missing Risk Metrics, Performance Attribution, and Downloadable Tax Reports 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.
Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.
Free-plan limits: Signup required, Brokerage use requires an approved Schwab account., and Options, futures, forex, margin, and API workflows require separate approval or authorization..

Shared coverage

PortfolioAPIs & Data FeedsAlerts

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What This Shortlist Tells You

Free alternatives can work for small portfolios, dividend checks, and basic performance tracking.

Watch for limits on holdings, broker imports, tax reports, exports, multi-currency support, and multi-portfolio workflows.

Use a paid tracker when accurate tax and performance reporting matter more than avoiding a subscription.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Dividends×16Alerts×15Broker Connectors×10Risk Metrics×10Compounding Calculator×8APIs & Data Feeds×5Performance Attribution×5

New angles introduced

Categories the alternatives add beyond Sharesight.

News+17Watchlist+17Calendar+16Data Visualizations+14Screeners+14Financials+13Stock Ideas+12Splits+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

16/20

16 matches support mobile alongside Sharesight.

API availability

5/20

5 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

10 starred / 12 tested

10 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

38%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Sharesight?

Start with Snowball Analytics, Portseido, and Marketlog to replicate Sharesight workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which Sharesight workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Risk Metrics, Performance Attribution, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Broker Connectors, Alerts, APIs & Data Feeds, Capital Gains Estimator, and Advisor Operations, so core Sharesight workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Watchlist, Backtesting, Calendar, Splits, News, Financials, Scores, ETF Analysis, Fund Analysis, AI Research, Data Visualizations, Tax Lots / Lot Optimization, Retirement Calculator, Institutional Ownership, Monte Carlo, IPO, Macro Data, Options, Blogs, Stock Ideas, Top Analysts, Screeners, ETF Screeners, US Government Trades, Stock Comparison, ETF Comparison, Insider Data, Bulls Say Bear Say, Analyst Forecasts, Analyst Ratings & Price Targets, AI Chat, News Sentiment, Corporate Actions & Special Situations, Guidance / Pre-announcements, Options P&L, Education, Correlation, Flags, Valuation Models, Transcripts, Notes & Highlights, Videos, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Quant, Yield Curves, Improved Filings, Short Interest, Sheets / Excel Add-ins, Forums, Newsletters, Custom Dashboards, Stock Handbook, Brokerage, Advanced Order Types, Smart/Direct Routing, Paper Trading, Order Book / Level II, Crypto Derivatives, Market Sentiment, CDS Spreads, Webhooks, Management Performance, and Management Compensation show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Sharesight?

Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Advisor Operations, APIs & Data Feeds, Alerts, Performance Attribution, Dividend Tax / ADR Withholding, Broker Connectors, Compounding Calculator, Dividends, Risk Metrics, and Portfolio remain strengths for Sharesight. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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.

Find me here:

Twitter / X: @Jera_Value
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred Tools

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.