Tool Comparison
Portfolio Performance vs Sharesight
- Paid from
- $25/yr, billed annually
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want watchlist and data visualizations.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding.
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr, billed annually · Desktop · Mobile
- You want watchlist and data visualizations.
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You want downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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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 keeping things simpler.
What readers say
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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
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
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/yr, billed annually | 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) | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 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
The best features of Portfolio Performance and Sharesight.ShowHide
Standout features
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
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
All details
Every attribute we track for Portfolio Performance and Sharesight.ShowHide
All 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $25/yrBilled annually≈ $2.08/mo“Premium (Mobile Annual)” | €9.33/moBilled monthly“Starter”portfolios: 1 · holdings: 30 · +2 more |
| Tier 2 | $3/moBilled monthly“Premium (Mobile Monthly)” | €22.67/moBilled monthly“Standard”portfolios: 4 · holdings: Unlimited · +2 more |
| Tier 3 | — | €30.67/moBilled monthly“Premium”portfolios: 10 · holdings: Unlimited · +2 more |
| Top plan | — | €13.50/moBilled monthly“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.
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