Sharesight Alternatives: How to Choose One
Why People Look
Three reasons account for nearly all of it.
The free plan runs out fast. It covers 1 portfolio, 10 holdings and 1 custom group. Ten holdings is a starter portfolio, and a single broad ETF plus a handful of shares reaches it quickly.
The feature you need is two tiers up. Sharesight gates by plan rather than by usage, so wanting one specific report can mean moving several steps up the ladder.
Geography pushes you up. This is the one people find hardest to accept, and it gets its own section below.
What Sharesight's Tiers Actually Gate
All figures below are from Sharesight's pricing page, read on 17 August 2026, in US dollars. Pricing and plan contents change, so check their site before deciding anything.
| Free | Starter | Standard | Premium | |
|---|---|---|---|---|
| Price, billed annually | Free | USD 7/mo | USD 18/mo | USD 23.25/mo |
| Price, billed monthly | Free | USD 9.33/mo | USD 24/mo | USD 31/mo |
| Portfolios | 1 | 1 | 4 | 10 |
| Holdings | 10 | 30 | Unlimited | Unlimited |
| Tax reports | No | Yes | Yes | Yes |
| Multi-currency valuation | No | No | Yes | Yes |
| Diversity and exposure reports | No | Yes | Yes | Yes |
| Contribution analysis, drawdown risk | No | No | Yes | Yes |
| Multi-period reporting | No | No | No | Yes |
| Labels and filtering | No | No | Yes | Yes |
There is also a Business option, which is outside the scope of a personal-investing comparison.
The Multi-Currency Problem Specifically
Look at that table's fifth row again.
Multi-currency valuation requires Standard, the third of four tiers. For an investor in Australia or New Zealand holding domestic shares, that is a perfectly reasonable place to put it: multi-currency genuinely is an advanced need there, and Sharesight originates in that market.
For a European or UK investor it lands very differently. Holding US shares from a euro or sterling base is not an advanced configuration, it is the ordinary one. So a European reader is pushed to the third tier by their geography rather than by their sophistication, which is why this comes up so often in the alternatives searches.
To be fair about it: this is a product decision aimed at a home market, not a trick. It just means the effective entry price for a European investor is the Standard tier rather than the Starter tier, and that is worth knowing before you compare headline prices against anything else. Our guide to multi-currency investing covers why the need is unavoidable once you own foreign assets.
What to Look For in a Replacement
Four questions, in the order that saves the most time:
Does it handle your currencies at the tier you would actually pay for? Not at any tier. Compare like for like by finding the cheapest plan that does what you need in each tool.
Can it get data in from your brokers? Either an import format for them or a workable generic CSV. This is where most tools quietly fail for European brokers.
Can it get data out, on the plan you are on? A tracker you cannot export from is one you cannot leave, and portfolio history compounds in value. See free vs paid portfolio trackers for why this is the question to ask first.
Is the paid side one plan or a ladder? Neither is wrong. A ladder lets you pay less for less; a single plan means the price you see is the price. What matters is knowing which you are buying into.
The Alternatives
A note on how this list is built. We publish full head-to-head comparisons for each product below, and those pages carry the detail and the dates. The one-line summaries here are pointers to those comparisons rather than fresh claims, and we have deliberately not quoted prices for other products, because a roundup carrying seven price tags is seven things that go stale with nothing to keep them current.
Turbobulls (our product, disclosed). Built for the multi-currency, multi-broker European case, with end-to-end encryption so we cannot read your portfolio. One paid plan with everything in it, and a free plan with no card and no time limit. Not for you if: you want automatic broker connections, because our imports are file-based by design and always will be; you want prepared tax reports, because we do not generate any; or your brokers are ones we have no import adapter for, leaving you on generic CSV. See the full Turbobulls vs Sharesight comparison.
Capitally. Comparison.
getquin. Comparison.
Parqet. Comparison.
Snowball Analytics. Comparison.
Yahoo Finance. Free and widely used, and a reasonable answer if your needs are a watchlist and a rough total rather than performance measurement. Comparison.
How to Switch Without Losing Your History
The risk in moving is not the subscription, it is the record.
Export your full transaction history first, before cancelling anything, and keep the file somewhere that is not either tool. Then import it, and check two things specifically: that the cost basis survived the move, and that dividends carried their withholding tax rather than arriving as net-only figures.
Cost basis is the one that bites, because it is what every future gain is measured against and it is close to impossible to reconstruct once lost. Our guides to reading your brokerage statement and capital gains basics cover what to check and why it matters.
Try Before Moving Anything
The Full Picture: Read These Next
Frequently Asked Questions
Q: Is Sharesight worth it?
For someone who needs prepared tax reports in a market it covers well, frequently yes, and no alternative in this list produces those. For someone who mainly needs multi-currency performance tracking, the answer depends on whether you are comfortable that the multi-currency valuation sits on the third tier. Compare the cheapest plan in each tool that does what you actually need, rather than the headline prices.Q: What is the free plan limit?
One portfolio, 10 holdings and one custom group, with tax reports unavailable, as of August 2026. Ten holdings is reached faster than people expect once a portfolio has a few funds and a few shares.Q: Is there a genuinely free alternative?
Several tools have free tiers, including ours, and all of them are capped in some way. The question worth asking is not whether a free tier exists but what the cap is and whether export is included, because export is what decides if the choice is reversible.Q: Will I lose my history if I switch?
Not if you export before you cancel. The thing most likely to be lost is cost basis, which may not carry across cleanly, so check it on arrival rather than assuming. Keep the original export file regardless of which tool you end up with.Turbobulls is a tracking and analytics tool, not an investment adviser. Nothing here is investment, tax, or legal advice. Investing involves risk, including loss of principal. Do your own research or consult a licensed professional.
All Sharesight plan details are as published on their pricing page on 17 August 2026 and may have changed since. Check their site before making a decision.
One Plan, and an Export You Always Own
Turbobulls handles multi-currency on every plan, keeps export free forever, and encrypts your portfolio so we cannot read it.
- 30+ currencies with FX applied on the trade date, on every plan
- Allocation by currency on every plan, including free
- One paid plan with everything included, no upsell ladder
- Free plan with no card and no time limit, within published caps
- Export on every plan, free included, never paywalled
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