Portfolio Performance vs Sharesight comparison

Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Performance and Sharesight offer free plans. You can try each platform without commitment and only pay when you need premium features.

Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Sharesight provides API access for programmatic data retrieval and custom integrations. Portfolio Performance doesn't currently offer an API, so you'll need to use their web interface.

Choose Portfolio Performance if you need Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.. Go with Sharesight if 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., and 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. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Bonds, Cryptos, and Other. Portfolio Performance also includes Commodities. Sharesight adds coverage for Funds, and Real Estate.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.