VOL. XCIV, NO. 247

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 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 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.

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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 also has a free plan, so you can try it without paying. Free-plan limits: Signup required. 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 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.

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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 also has a free plan, so you can try it without paying. Free-plan limits: Signup required. 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

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. 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.

Cost

Free, no signup

$2.99/moto go paid

No comparable monthly price for Sharesight

Fit: Partial replacement

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

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. 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.

Cost

Free, no signup

$6.58/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

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

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. 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.

Cost

Free, no signup

$18.95/moto go paid

No comparable monthly price for Sharesight

Fit: Partial replacement

View InvestingPro Compare

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

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: The current vendor pricing page lists Free at 3 stocks and 1 portfolio. Premium Annual allows 250 holdings across 5 portfolios with combined income views and priority support. Premium Annual costs EUR 49.99; the monthly toggle did not expose a verifiable exact charge.
Manual holdings only: OnlyDividends does not advertise broker sync, bank access, public APIs, or automated tax-lot imports.

Cost: Free, no signup; Free • Paid plans available

Fit: Partial replacement

Download OnlyDividends Compare

Full review and details

Stock EventsPartial replacementFree • From $4.17/mo billed yearlyFree with signup

Partial replacement

Stock Events

Bottom line: Investors who want holdings, dividend income, and upcoming events together on web and mobile.

Keep

Portfolio
Dividends
Broker Connectors
APIs & Data Feeds
Alerts

Gain

Watchlist
Calendar

Lose

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Watch out

Avoid as a full replacement if you rely on portfolio analytics, advisor client reporting, and long-term portfolio tracking.
Free-plan limits: Signup required. The web tracking workflow requires an account. Free updates are manual; automated sync costs extra.
Free tracking limit: Free tracks up to 15 stocks and allows five AI messages per 24 hours; Pro removes the watchlist cap.

Cost

Free with signup

$4.17/moto go paid, billed yearly

No comparable monthly price for Sharesight

Fit: Partial replacement

View Stock Events plans Compare

Full review and details

Delta by eToroPartial replacementFree • From $4.49/mo billed yearlyFree 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

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 PRO Compare

Full review and details

Snowball AnalyticsClosest replacementFree • From $6.67/mo billed yearlyFree with signup

Closest replacement