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Portfolio Performance vs Sharesight: catalog facts
Portfolio PerformanceSharesight
Free

Free and open source under the Eclipse Public Licence 1.0.

Freemium

Free for 10 holdings; paid plans run from $7 to $23.25 USD a month billed annually.

Windows, macOS, Linux Web
  • True time-weighted and internal rate of return, not a simplified percentage
  • Handles several accounts and depots as one portfolio
  • Integrations with hundreds of brokers
  • Dividend and tax reporting
  • Eclipse-based, so it is heavy and the interface is unusual
  • The terminology assumes some investing knowledge
  • Free plan limited to 10 holdings and one portfolio
  • Portfolio data is held on a hosted service
Downloadable app Web application, Hosted service
Open source Closed source
License: EPL-1.0 License not stated
No account needed Account needed
Works offline Not stated if it works offline

Checked September 21, 2026

Checked September 23, 2026

Catalog facts only. Anything “not stated” is unconfirmed. Check full listings for details.