Turbobulls vs Sharesight
Sharesight automates the data coming in and is positioned around tax reporting. Turbobulls encrypts on your device and tracks spending and net worth beside the portfolio. That trade-off decides it.
14 days of everything · Then a permanent free plan · Nothing deleted, export always included
Turbobulls if you want investments, spending, salary and net worth in one end-to-end encrypted place, on top of a free plan that never expires, paying for the side you actually use.
Sharesight if you want automatic broker imports, or the jurisdiction-specific capital gains tax reports it markets for Australia, New Zealand, Canada and the United Kingdom.
Investments, cash flow and net worth on one screen. Demo data.
Spending and budgeting sit next to the portfolio
Income, expenses, savings rate and real cash flow, in the same encrypted workspace as the holdings, with envelope budgeting on top. This is the widest gap between the two products: we did not find personal expense tracking or budgeting among Sharesight's publicly described features.
ROI, MWR and TWR on every plan
Realized against unrealized, fees, taxes and the currency-gain split, with FX applied on the trade date. Headline performance metrics are not paywalled, and the deeper panel of twelve adds the Sharpe ratio, maximum drawdown, return volatility and MOIC on a plan that covers the investing side.
Which one fits you?
Three questions. We will say so when the answer is Sharesight.
Answer the three questions and a recommendation appears here.
Side by side
Based on each platform's public documentation as of April 2026; Sharesight may have changed since. The Turbobulls column describes Turbo Pro, the plan that covers both sides; the free plan is capped and keeps a working slice of each paid section.
The long version
Everything behind the table, one topic at a time.
Two different approaches to tracking your money
Sharesight is a portfolio tracker founded in New Zealand. According to its public materials it covers stocks, ETFs, funds and crypto across many global markets, and offers automatic trade imports from a broad set of brokers. It publicly markets jurisdiction-specific capital gains tax reports for countries including Australia, New Zealand, Canada and the United Kingdom, and describes a server-side security model with SOC 2 and GDPR alignment.
Turbobulls is a privacy-first financial tracker that uses end-to-end encryption. Data is encrypted on the device before it reaches the server, and the platform is designed so that it cannot access holdings, transactions or performance data. Beyond investments it tracks the wallet, bank accounts, salary, expenses and every income source, showing how the overall financial picture evolves over time. Every account opens with 14 days of everything and then lands on a free plan that never expires.
Both are purpose-built portfolio trackers that record real transactions with dates, prices, quantities and fees, and both handle dividend tracking, stock splits, multi-currency portfolios, benchmarking and performance analytics. Where they differ most is scope, privacy architecture and tax reporting depth.
Who each one is for
The chooser above gives one answer. This is the whole list behind it.
- Need jurisdiction-specific tax reports, for example Australia, New Zealand, Canada or the United Kingdom
- Want automatic imports from a broad set of brokers
- Track property, precious metals or diverse listed assets
- Need to share portfolios with an accountant
- Want contribution analysis or multi-period reporting
- Want investments, expenses, salary and income in one place
- Want envelope budgeting in the same encrypted workspace as the portfolio
- Consider financial privacy important
- Want the holdings cap gone with the investing side, rather than raised a step at a time by tier
- Would rather pay for one side of it, spending or investing, and leave the other exactly at free-plan depth
Where each platform is less strong
Neither product is a trading tool. Neither provides real-time market data feeds, technical analysis or trade execution.
- Personal expense or bank-account tracking
- Envelope budgeting
- End-to-end encryption, using a server-side model instead
- No automatic broker integrations
- No jurisdiction-specific tax reports
- No franking credits support
- No portfolio sharing
- Progressive Web App only, with no native app
What it costs
Both products have more than one paid plan. Sharesight stacks its tiers, raising the holding caps and the tax-report inclusions as you go up; ours split by side, so you pay for spending, investing, or both. Inclusions and prices on the Sharesight side are set by Sharesight and can change, so its official pricing page is the authority on current rates.
Investing Pro, the entry price for the investing side, or €4.79 monthly: unlimited holdings, trades, brokers, benchmarks and watchlist, the whole dividend calendar, and the eight advanced metrics free holds back. Every future update included.
Under it sits a permanent free plan, no card and no time limit, and Turbo Pro at €6.66/mo opens both sides.
- 14 days of everything, no card required
- Then a free plan with no time limit and nothing deleted
- Spending Pro at €3.59 a month covers the spending side and Investing Pro at €4.79 a month covers the investing side; whichever one you do not buy stays exactly at free-plan depth.
- Free caps how much one account holds: 1 workspace, 3 accounts, 10 holdings, 2 brokers, 50 portfolio transactions, 120 wallet transactions, 10 tags, 10 categories, 1 benchmark and 10 watchlist entries
- Free keeps paid sections to a working slice: budgeting turns read-only, the dividend calendar keeps the last three months, and advanced analytics keeps four of its twelve metrics
- End-to-end encryption and export on every plan, free included
A free plan with paid tiers above it. Prices are deliberately not quoted here, because they change.
- Paid features split across several plans
- Higher tiers raise or remove the holding caps
- Tax-report inclusions vary by plan
- See Sharesight's pricing page for current rates