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Sharesight vs Wealthica: catalog facts
SharesightWealthica
Freemium

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

Freemium

Free to start; the research does not detail paid plans.

Web Android, iOS, Web
  • Integrations with hundreds of brokers
  • Dividend and tax reporting
  • Aggregates accounts from over 20,000 institutions
  • Export to Excel and Google Sheets
  • Free plan limited to 10 holdings and one portfolio
  • Portfolio data is held on a hosted service
  • Requires linking accounts to a hosted service
  • Mobile app is a companion to the web app
Web application, Hosted service Downloadable app, Web application
Closed source Closed source
License not stated License not stated
Account needed Account needed
Not stated if it works offline Needs internet

Checked September 23, 2026

Checked October 1, 2026

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