★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portseido vs Sharesight
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about data visualizations, tax lots / lot optimization, and splits, things Sharesight doesn't offer
Pick Sharesight if
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 wealth management, things Portseido doesn't offer
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
Portseido and Sharesight cover a lot of the same ground (7 shared categories, including portfolio, performance attribution, and risk metrics), so for the basics you won't go far wrong with either. The real difference is focus: only Portseido gives you data visualizations and tax lots / lot optimization, and only Sharesight gives you downloadable tax reports and capital gains estimator.
What readers say
Portseido
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Portseido
- API access
- Sharesight
- Broker sync
- Sharesight
- Asset coverage
- SharesightAdds funds and bonds
- Free plan
- Both
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 • From $8/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +6 more |
Categories covered | 11 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Encryption at rest | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Portseido | Visit Sharesight |
Where each one shines
What Portseido and Sharesight each do best.ShowHide
Where each one shines
What Portseido and Sharesight each do best.What Portseido does best
- Track stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Measure portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analyze allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automate dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
What Sharesight does best
- Track listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Measure portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Track 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 Portseido and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portseido and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEuropeAPACLatAmMiddle East | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 31 countriesIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | Not specified | CSVPDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | Freetransactions: 50 · portfolios: 1 | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | €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 | 14 days |
Questions we keep getting
What's the difference between Portseido and Sharesight?
Portseido leans toward portfolio, data visualizations, and performance attribution, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and Sharesight cost?
Good news: both Portseido and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portseido or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Portseido doesn't, so you're working through its interface.
Should I choose Portseido or Sharesight?
It depends on what you're after. Pick Portseido if data visualizations and tax lots / lot optimization 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 Portseido and Sharesight cover?
Both cover stocks, ETFs, cryptos, and mutual funds. Sharesight adds funds and bonds on top.
Does Portseido or Sharesight have real-time data?
Portseido offers real-time data, which matters if you trade actively. Sharesight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portseido and Sharesight?
Sharesight exports to CSV. Portseido is stingier about getting data out.
Can Portseido or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Are Portseido and Sharesight good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Can I track my portfolio with Portseido or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.