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Sharesight vs Portfolio Performance: catalog facts
SharesightPortfolio Performance
Freemium

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

Free

Free and open source under the Eclipse Public Licence 1.0.

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

Checked September 23, 2026

Checked September 21, 2026

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