Tool Comparison
Portseido vs Sharesight
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want data visualizations, tax lots / lot optimization, and splits.
- 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 wealth management.
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want data visualizations, tax lots / lot optimization, and splits.
Pick Sharesight if
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 wealth management.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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. Portseido includes data visualizations and tax lots / lot optimization, and Sharesight includes downloadable tax reports and capital gains estimator.
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Portseido
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Key differences at a glance
- Real-time data
- Portseido
- API access
- Sharesight
- Broker sync
- Sharesight
- Asset coverage
- SharesightAdds funds and bonds
- Free plan
- Both
What Portseido does best
- Tracking 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.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for 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, 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 $8/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 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 |
Standout features
The best features of Portseido and Sharesight.ShowHide
Standout features
What Portseido does best
- Tracking 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.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for 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, 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 Portseido and Sharesight.ShowHide
All details
| 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freetransactions: 100 · portfolios: 1 | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more |
| Tier 3 | — | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 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 |
Alternatives
Free alternatives
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.
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