★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio Performance vs Sharesight
Portfolio Performance
Best for watchlist and data visualizations
Free • Paid plans available
Sharesight
Best for downloadable tax reports and capital gains estimator
Free • Paid plans available
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The verdict
The bottom line
Portfolio Performance and Sharesight cover a lot of the same ground (3 shared categories, portfolio, performance attribution, and risk metrics), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Portfolio Performance's 5, including downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding. Portfolio Performance counters by being completely free.
Key differences at a glance
- Broker sync
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 5 categories
- Desktop app
- Portfolio Performance
- API access
- Sharesight
- Beginner friendly
- Sharesight
Choose
Portfolio Performance if…
- You care about watchlist and data visualizations, things Sharesight doesn't offer
Choose
Sharesight if…
- You want an API so you can script or automate things
- You care about downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding, things Portfolio Performance doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +6 more |
Categories covered | 5 | 13 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Encryption at rest | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Portfolio Performance | Visit Sharesight |
Standout features
What Portfolio Performance does best
- Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
- Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
- Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
- Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
- Downloads/updates historical prices from multiple quote sources (e.g., Portfolio Performance built-in provider, Yahoo Finance, JSON/CSV, etc.) and supports ECB FX rates for foreign-currency accounts.
What Sharesight does best
- Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.
- Public pricing page says 500,000+ investors track investments with Sharesight.
- Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.
- Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
- Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVJSONXML | CSVPDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Starting price
Plans & pricing
- editing: Not supported (read-only as stated on app site)
Free
Starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +1 more
- portfolios: 1
- holdings: 30
- +1 more
- portfolios: 4
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- min portfolios: 5
- tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month...
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Portfolio Performance strengths
2What you only get with Portfolio Performance.
Sharesight strengths
10Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Portfolio Performance and Sharesight?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and Sharesight cost?
Good news: both Portfolio Performance and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Performance or Sharesight?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Portfolio Performance or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Portfolio Performance doesn't, so you're working through its interface.
Should I choose Portfolio Performance or Sharesight?
It depends on what you're after. Pick Portfolio Performance if watchlist and data visualizations matter to you; go with Sharesight if you'd rather have downloadable tax reports and capital gains estimator. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and bonds. Portfolio Performance also handles commodities. Sharesight adds funds and real estate on top.
Can I export data from Portfolio Performance and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Can I track my portfolio with Portfolio Performance or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.