Alternatives to Sharesight
An online stock portfolio tracker that reports performance, dividends and investment tax figures. The listings below can replace it for an important use case. Each note says what changes if you switch.
The original
Sharesight
An online stock portfolio tracker that reports performance, dividends and investment tax figures.
Replacements
Listings that take over the same core job as Sharesight.
Snowball Analytics
An online portfolio tracker for stocks, ETFs and funds with a focus on dividend income.
Snowball Analytics is a hosted freemium tracker with connections to over 1,000 brokers, dividend calendars and web and mobile apps, with full features paid after trial.
Parqet
A portfolio tracker that visualises the performance of stocks, ETFs and crypto, including dividends.
Parqet combines brokerage accounts with total return including dividends, adds iOS and Android apps, and runs mainly in German.
getquin
A web platform for tracking net worth, investment portfolios and dividend income across accounts.
getquin tracks net worth and portfolios across many brokerages with dividend forecasts and benchmarking, but does not list investment tax reports.
Portfolio Performance
Calculates how your investments are actually doing across several accounts, using the measures a professional would use.
Portfolio Performance is free EPL-1.0 desktop software calculating time-weighted and internal returns locally, but it is heavy and much of the community is German.
Ghostfolio
A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.
Ghostfolio is a self-hostable AGPL-3.0 dashboard for stocks, ETFs, crypto and cash, with no broker connections so transactions are entered or imported by hand.
Wealthfolio
An open-source, local-first app for tracking investments, net worth, spending and retirement plans.
Wealthfolio is a free AGPL-3.0 local-first app that keeps holdings on your machine and adds a FIRE planner, relying largely on CSV imports.
Kubera
A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.
Kubera is a paid hosted net worth tracker covering stocks, crypto, property and debts in any currency, without dividend and tax reports.
Finary
A wealth-tracking app that combines investments, crypto, savings and budget into one net-worth view.
Finary is a freemium wealth tracker on web and mobile combining investments, crypto and savings, oriented towards French account types.
Similar software
Related functionality, not a direct replacement.
TradingView
A web charting platform and trader community for stocks, indices, futures, forex and crypto.
Koinly
A crypto tax web app that imports exchange and wallet history and produces tax reports.
Quicken
A long-running desktop personal finance manager for budgets, bills, investments and small business bookkeeping.
Rotki
Open-source, local-first portfolio and tax tracker that protects user privacy.
Boldin
Web-based retirement and financial planning software for building plans and running what-if scenarios.
ProjectionLab
A web tool for simulating long-term finances, retirement and financial independence plans.
