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Instead of Sharesight

Sharesight alternatives

Sharesight brings investment tracking and dividend reporting together, with automatic trade imports from more than 200 brokers and coverage across stocks, ETFs, funds, crypto, precious metals and unlisted investments. Cash accounts and property can also sit alongside holdings. Its reports include performance, allocation, exposure, taxable income and risk analysis, and its mobile app is free to use. The trade-off is that the free plan is capped at one portfolio, 10 holdings and one custom group; paid plans start at $7/mo (annual). Adding or editing trades and generating reports requires the desktop platform, and Sharesight does not handle banking, brokerage or trading.

  1. 1

    Snowball Analytics

    by Snowball Analytics
    Free plan AndroidiPhoneWeb

    Investors seeking a similar freemium tracker on Android, iOS, or web — Snowball Analytics offers performance, allocation and risk reporting like Sharesight, with Android, iOS and web access.

    7.2 Free plan · paid from $7.99/user/mo · 14-day trial Visit site
  2. 2

    Portfolio Performance

    by Portfolio Performance
    Free plan AndroidiPhoneLinux+2

    Investors who want free portfolio software across desktop and mobile — Portfolio Performance is free and supports Linux, macOS, Windows, Android and iOS, while also offering tax-lot tracking.

    7.4 Free plan Visit site
  3. 3

    Stock Rover

    by Stock Rover
    Free plan AndroidiPhoneWeb+1

    Investors wanting portfolio analysis across mobile, web, and Windows — Stock Rover offers performance, allocation, risk and tax-lot tracking, with Windows access and paid plans from $29/mo (annual).

    7.4 Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  4. 4

    Finary

    by Finary
    Free plan AndroidAPIiPhone+2

    Investors wanting multi-asset tracking on macOS and mobile — Finary combines multi-asset coverage and performance and allocation analysis with macOS access; Sharesight's platforms omit macOS.

    7.3 Free plan · paid from €149.99/yr · 14-day trial Visit site
  5. 5

    getquin

    by getquin
    Free plan AndroidiPhoneWeb

    Investors seeking a free-plan tracker across Android, iOS, and web — getquin offers performance, allocation and risk analysis on Android, iOS and web, with paid access from €89.99/yr.

    7.2 Free plan · paid from €89.99/yr Visit site
  6. 6

    BlackRock Aladdin

    Paid APIWeb

    Investment managers needing a whole-portfolio view across public and private markets — BlackRock Aladdin unifies investment management through a common data language and covers public and private markets.

    Pricing on request Visit site
  7. 7

    rotki

    by rotki
    Free plan Open source APILinuxMac+3

    Privacy-focused users wanting local, self-hosted crypto accounting and tax reports — rotki runs locally, stores encrypted data on the user's device, and decodes on-chain activity into profit-and-loss and tax reports.

    8.9 Free plan Visit site
  8. 8

    Exirio

    by Exirio
    Free plan AndroidiPhoneWeb
    7.2 Free plan · paid from $9/mo · 30-day trial Visit site
  9. 9

    Wealthfolio

    Free plan iPhoneLinuxMac+3
    7.2 Free plan · paid from $2.99/user/mo Visit site
  10. 10

    CoinTracking

    by CoinTracking
    Free plan AndroidAPIiPhone+1
    7.1 Free plan · paid from $49/yr · 7-day trial Visit site
  11. 11

    Ghostfolio

    Free plan AndroidSelf-hostedWeb
    6.9 Free plan Visit site
  12. 12

    JStock

    Free plan AndroidLinuxMac+1
    6.9 Free plan Visit site
  13. 13

    PortfolioPilot

    by PortfolioPilot
    Free plan Web
    6.8 Free plan · paid from $20/mo (annual) · 10-day trial Visit site
  14. 14

    Freehold

    Free plan APIWeb
    6.7 Free plan · paid from $29/mo · 14-day trial Visit site
  15. 15

    Portfolio Visualizer

    Free plan Web
    6.6 Free plan · paid from $30/mo (annual) · 14-day trial Visit site
  16. 16

    AlternativeSoft

    by AlternativeSoft
    Free trial APILinuxMac+2
    6.4 Pricing on request Visit site
  17. 17

    TokenPad

    by TokenPad
    Free plan AndroidiPhone
    6.3 Free plan Visit site
  18. 18

    Kubera

    Free trial AndroidiPhoneWeb
    6.2 From $250/yr · 14-day trial Visit site
  19. 19

    Morningstar Investor

    Free trial AndroidiPhoneWeb
    6.2 From $249/yr · 7-day trial Visit site
  20. 20

    CGI Wealth360 Portfolio Management

    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  21. 21

    Black Diamond Wealth Solutions

    by Black Diamond Wealth Solutions
    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  22. 22

    Addepar

    by Addepar
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  23. 23

    Tamarac

    by Tamarac
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  24. 24

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5
    6.0 From $14,450/yr Visit site
  25. 25

    Landytech Sesame One

    by Landytech Sesame One
    Paid AndroidAPIiPhone+1
    6.0 Visit site

A different tool may suit you better if you need broader device options, a free product, or a portfolio system built around another workflow. Compare the assets you track, the reports and risk analysis you need, and whether tax-lot tracking matters. Also weigh mobile and desktop access, portfolio scale and recurring cost: the options below range from free software to paid services and a platform with pricing on request. Choose based on the work you need it to do, rather than treating similar tracking and reporting features as interchangeable.

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