Sharesight or Portfolio Terminal: who each one suits
- You file taxes in Australia, New Zealand or Canada and want Sharesight's capital-gains reports.
- You want trades imported automatically from one of 200+ supported brokers or from confirmation emails.
- You want a native iOS and Android app next to the web version.
- You hold more than 10 positions, closed ones included, and don't want to pay to track them.
- You want FIFO realized gains and ETF look-through without a paid plan.
- You live in the US or Europe, where Sharesight's reports are taxable income and sold securities rather than your country's tax forms.
The same eight questions, asked of both
| Question | Sharesight | Portfolio Terminal |
|---|---|---|
| Free plan | Free plan: 1 portfolio and 10 holdings, closed positions included; no tax reports.[1] | Free with no holding limit. A guest mode works without an account.[2] |
| Paid plans | Starter $7/month billed yearly ($9.33 monthly); Standard $18; Premium $23.25 (USD).[1] | Nothing to buy today. A Pro plan is in development at $9/month billed yearly ($11 monthly), with a waitlist.[2] |
| How holdings get in | Automatic import from 200+ brokers, trade-confirmation emails or broker files; manual entry.[3] | Upload a CSV or Excel file or a PDF statement, paste a table, or drop a screenshot from any broker. Transaction-history CSVs from 10 brokers are read directly, plus a generic format. No automatic broker sync.[4] |
| Dividends | Automatic dividends on every plan; a calendar and future income from Standard.[1] | Dividends received by month and year, a 12-month projection, and the next ex-dividend dates of your holdings.[5] |
| What is inside your ETFs | Yes, from Starter: an exposure report of the shares and bonds inside your ETFs.[1] | Yes. The companies inside your funds, from the issuers' full holdings files for 30 US ETFs and the top 10 holdings for other funds.[6] |
| Realized gains | A sold-securities report on average cost, on paid plans.[7] | FIFO lot by lot, or average cost, with a CSV export in IRS Form 8949 column order.[8] |
| Tax reports | Paid plans: capital-gains reports for Australia, New Zealand and Canada; taxable income and sold securities elsewhere.[9] | None. |
| Platforms | Web, iOS, Android.[10] | Web. Installable on a phone or desktop home screen (PWA); no app-store app.[11] |
Best for, and one honest limit each
SharesightSharesight Ltd, Wellington, New Zealand
Best forInvestors in Australia, New Zealand or Canada who need their country's capital-gains and income tax reports and are willing to pay.
LimitThe free plan stops at 10 holdings, closed positions included, and has no tax reports.[1]
Portfolio TerminalJulien Esnault, independent developer, France
Best forInvestors with US or European brokers who want a free web tracker with ETF look-through, FIFO gains and risk in plain English, without linking a bank login.
LimitNo automatic broker sync: you re-import a file or a screenshot when your holdings change. Prices come from Yahoo Finance and can lag the market by several minutes.[4]
Moving from Sharesight
- 01Export the All Trades report from Sharesight, or download the transaction-history CSV from your broker.
- 02Import it in Portfolio Terminal: the generic history import reads Sharesight-style columns. Check every line before it is saved.
- 03Keep Sharesight for tax season if you file in Australia, New Zealand or Canada.
Sharesight alternatives: what people ask
Is Sharesight free?
Sharesight has a free plan with 1 portfolio and 10 holdings, closed positions included, and no tax reports. Paid plans are Starter at $7, Standard at $18 and Premium at $23.25 a month billed yearly, in USD (checked October 5, 2026).
Is there a free Sharesight alternative with no holding limit?
Yes. Portfolio Terminal is free with no holding limit, and Portfolio Performance is free open-source desktop software. Neither syncs with brokers automatically.
Which one is better for taxes?
Sharesight, if you file in Australia, New Zealand or Canada: its paid plans build country capital-gains reports. Portfolio Terminal produces no tax report; it records realized gains lot by lot (FIFO) with a CSV export.
Can I move my Sharesight history to Portfolio Terminal?
Yes. Export your trades from Sharesight, or the history CSV from your broker; the generic history import reads Sharesight-style columns, and every line is shown for review before it is saved.
Other trackers, same eight questions
Or see all of them on one grid: the best free portfolio trackers, compared.
Sources, read on October 5, 2026
Prices and plans are quoted as each vendor prints them, in its currency, on the day above. They change; the linked page is the one to trust. Found something out of date? Write to julien.esnau@gmail.com and the page is corrected with the date.
- [1]sharesight.com/pricing
- [2]portfolio-terminal.com#pricing
- [3]sharesight.com/features
- [4]portfolio-terminal.com/import
- [5]portfolio-terminal.com/dividend-tracker
- [6]portfolio-terminal.com/etf-overlap
- [7]sharesight.com/us/investment-portfolio-tax
- [8]portfolio-terminal.com/csv-portfolio-tracker
- [9]sharesight.com/au/investment-portfolio-tax
- [10]apps.apple.com/us/app/sharesight-portfolio-tracker/id6695726060
- [11]portfolio-terminal.com/llms.txt
Portfolio Terminal is made by the author of this page, so read the comparison with that in mind: every statement about Sharesight links to Sharesight's own pages, and Portfolio Terminal's limit is stated as plainly as theirs. Nothing here is investment advice.