★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Sharesight vs Wealthfolio
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 dividend tax / ADR withholding, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You care about data visualizations, monte carlo, and retirement calculator, things Sharesight 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
Sharesight and Wealthfolio cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Wealthfolio's 8, including downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding. Wealthfolio counters by keeping things simpler.
What readers say
Sharesight
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- API access
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 8 categories
- Desktop app
- Wealthfolio
- 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 • Paid plans available | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 13 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Wealthfolio |
Where each one shines
What Sharesight and Wealthfolio each do best.ShowHide
Where each one shines
What Sharesight and Wealthfolio each do best.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.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Sharesight and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | SnapTradeDocker |
Export formats | CSVPDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Teymz Inc.Country: CanadaSupport: Email and Forum |
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 | Freeportfolios: 1 · holdings: 10 · +1 more | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | $7.99/mo“Connect Essentials”institution connections: 5 |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more | $12.99/mo“Connect Duo”institution connections: 12 |
| 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 Sharesight and Wealthfolio?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Wealthfolio cost?
Good news: both Sharesight and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Does Sharesight or Wealthfolio have an API?
Sharesight has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose Sharesight or Wealthfolio?
It depends on what you're after. Pick Sharesight if downloadable tax reports and capital gains estimator matter to you; go with Wealthfolio if you'd rather have data visualizations and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and bonds. Sharesight also handles funds. Wealthfolio adds currencies on top.
Can I export data from Sharesight and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or Wealthfolio connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Sharesight and Wealthfolio 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 Sharesight or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.