Best Sharesight Alternatives for Portfolio Tracking (2026)
Looking beyond Sharesight? Compare the top alternatives: TrackinV for simple TWR analytics, Getquin for social features, Portfolio Performance for open-source, and more.
Honest comparison — including who should stay with Sharesight.
See TrackinV in Action
Why Investors Look Beyond Sharesight
Sharesight is powerful for tax reporting and has deep features. But some investors find they need something different.
Steep Learning Curve
Sharesight offers powerful features, but figuring out how to use them takes time. Most investors just want to see their returns.
Interface Feels Complex
The UI prioritizes features over clarity. Finding simple information often requires navigating through multiple menus.
10-Holding Limit on Free Tier
Sharesight's free tier is limited to 10 holdings. If you own 11 positions, you need to upgrade to a paid plan starting at ~$29 AUD/month.
Pricing vs Value for Simple Needs
Sharesight's paid plans include tax reports and features many investors never use. If you just want performance tracking, you're paying for features you don't need.
Why TrackinV as Your Sharesight Alternative
TrackinV is built for investors who want clarity without complexity. See your performance, make decisions, move on with your day.
Clean, Intuitive UI
Every screen shows exactly what you need. No hunting through menus. Your returns, allocation, and dividends are one click away.
Fast Onboarding
Sign up, import your broker CSV, done. You'll see your portfolio analytics in under 2 minutes, not 2 hours.
Automated Tracking
Import transactions from your broker with one click. No manual entry, no reconciliation headaches.
Clear Performance Insights
Time-weighted returns, benchmark comparisons, dividend tracking. The metrics that matter, presented clearly.
TWR, EUR Pricing, 30-Day Trial
Sharesight's free tier is also 10 holdings. TrackinV differentiates with TWR in the browser, CSV-only import, and a 30-day Premium trial with no credit card. Premium then unlocks unlimited holdings.
Built for Modern Investors
Responsive design works on any device. Check your portfolio on desktop, tablet, or phone.
How Sharesight Alternatives Compare
A side-by-side look at the main options for investors looking beyond Sharesight.
| Feature | TrackinV | Sharesight | Getquin | Portfolio Performance | Snowball |
|---|---|---|---|---|---|
| Free tier holdings | 10 | 10 | Unlimited | Unlimited | 10 |
| Web-based | |||||
| TWR calculation | |||||
| Benchmark comparison | ✓ (free) | ✓ (paid) | |||
| Dividend tracking | |||||
| Tax/CGT reporting | |||||
| Broker API sync | |||||
| DEGIRO CSV import | |||||
| Crypto support | |||||
| Open source | |||||
| Monthly cost (paid) | From €4 | From ~$29 AUD | Free/Premium | Free | From ~€6 |
Sharesight excels at tax reporting and broker API sync. TrackinV offers TWR analytics at a fraction of the cost. Portfolio Performance provides free open-source flexibility.
Who Should Switch to TrackinV?
TrackinV is for investors who value simplicity and speed.
Simplicity Over Complexity
You want to track your investments, not become a power user. TrackinV shows your performance without the complexity tax.
ETF and Long-Term Investors
You invest in a handful of ETFs or stocks and want clear returns data. You don't need corporate action tracking or CGT optimization.
Overwhelmed by Advanced Tools
You tried Sharesight but felt lost in the features. TrackinV gives you what matters without the learning curve.
Cost-Conscious Investors
Sharesight's paid plans are expensive for what you need. TrackinV provides core analytics at a fraction of the cost.
Best Sharesight Alternatives at a Glance
Each tool has different strengths. Here's who each alternative is best for.
TrackinVRecommended
Best for: European investors wanting Sharesight-level analytics at a fraction of the cost
Strengths
TWR included in Free, MSCI World benchmarking, DEGIRO CSV import, 30-day trial no card
Limitation
No broker API sync, no tax reporting features
Pricing
Free (up to 10 holdings), Premium from €4/mo
Getquin
Best for: Investors wanting social features and broker API connections
Strengths
Strong mobile app, broker API sync, social community, clean modern UI
Limitation
No TWR calculation, limited advanced analytics
Pricing
Free tier available, premium options
Portfolio Performance
Best for: Technical users who need tax reporting without paying for it
Strengths
Completely free, tax report generation, advanced TWR/IRR, highly customizable
Limitation
Desktop-only (no web/mobile), manual data entry, steep learning curve
Pricing
Free (open-source)
Snowball Analytics
Best for: Dividend-focused investors wanting income visualizations
Strengths
Dividend projections, clean dividend dashboards, income forecasting
Limitation
Limited free tier (10 holdings), narrower analytics focus
Pricing
Free tier, premium from ~€6/mo
Delta
Best for: Crypto-focused investors wanting mobile tracking
Strengths
Excellent crypto coverage, polished mobile app, broad asset support
Limitation
Owned by eToro (potential conflict), limited performance analytics
Pricing
Free with premium tier
Looking for more options? See our complete portfolio tracker comparison or compare Snowball alternatives.
Why Investors Trust TrackinV
Your data stays in Europe with GDPR-compliant infrastructure
We never connect to your broker account. CSV import only.
Your data, your control. Export or delete everything with one click.
Explore TrackinV Features
Multi-Broker Portfolio
Combine DEGIRO, IBKR, Trade Republic and more into one performance and allocation view.
Track across brokersDEGIRO Integration
Import your DEGIRO transactions with one CSV upload. Full support for all transaction types.
Track DEGIRO portfoliosBest Portfolio Trackers
Compare all major portfolio trackers in our comprehensive guide.
See full comparisonView Pricing
Free tier: 1 portfolio, up to 10 holdings. Upgrade for unlimited holdings and multiple portfolios.
See PlansFrequently Asked Questions
What is Sharesight?
Sharesight is a portfolio tracking platform known for detailed tax reporting, dividend tracking, and corporate action management. It's particularly popular with investors in Australia, New Zealand, and the UK who need CGT documentation.
Is TrackinV cheaper than Sharesight?
Yes. TrackinV's free tier includes up to 10 holdings plus TWR and MSCI World benchmarking, with a 30-day Premium trial and no credit card. Sharesight's comparable paid plans start at ~$29 AUD/month.
Does TrackinV have automatic broker connections like Sharesight?
No. TrackinV uses CSV import for data privacy and independence — your broker credentials are never stored or shared. This is a deliberate trade-off: Sharesight's API connections are convenient but require sharing credentials with aggregators.
Who should stay with Sharesight instead of switching?
Sharesight is the right choice if you're in Australia/NZ/UK and need CGT tax reports, you rely heavily on automatic broker API connections (Sharesight connects to 200+ brokers), or you manage taxable events that need Sharesight's tax optimization tools.
Why switch from Sharesight to TrackinV?
TrackinV offers a simpler experience for investors who want performance tracking without the complexity. If you don't need advanced tax reports or corporate action tracking, TrackinV gives you clearer insights at a fraction of the cost.
Can I switch from Sharesight to TrackinV?
Yes. Export your transactions from your broker as CSV and import into TrackinV. The process takes about 2 minutes. You can also export transaction data from Sharesight itself.
Does TrackinV have tax reporting like Sharesight?
TrackinV provides basic P/L reporting and dividend summaries. For advanced tax optimization reports (like CGT calculations for Australian investors), Sharesight remains more comprehensive. TrackinV focuses on performance clarity over tax complexity.
Is TrackinV free like Sharesight's starter plan?
Both free tiers cap at 10 holdings. TrackinV includes TWR and MSCI World benchmarking, a 30-day Premium trial with no credit card, and EUR pricing. Premium then unlocks unlimited holdings and extra portfolios.
Track Your Real Performance in 2 Minutes
No complexity. No learning curve. Just clear insights into how your investments are performing.
Start Tracking for FreeFree tier includes 1 portfolio with up to 10 holdings