★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio Performance vs Sharesight
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You care about watchlist and data visualizations, things Sharesight doesn't offer
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- 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
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
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.
What readers say
Portfolio Performance
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
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
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| 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 |
Where each one shines
What Portfolio Performance and Sharesight each do best.ShowHide
Where each one shines
What Portfolio Performance and Sharesight each do best.What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for Portfolio Performance and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Performance and Sharesight, side by side.| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | Subscription“Premium (Mobile)” | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | — | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Free trial | — | 14 days |
Questions we keep getting
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.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.