Sharesight’s free plan stops at one portfolio and 10 holdings. Here, unlimited accounts and positions are free forever, with multi-currency tracking, ETF look-through and dividend analysis. Premium is $60/year, not $140+.
Two different priorities: automated tax paperwork there, everyday portfolio analysis here.
| Sharesight | MyFinanceTools | |
|---|---|---|
| Free plan | 1 portfolio, 10 holdings | Unlimited accounts and holdings |
| Paid plans | Multiple tiers, roughly US$140+/yr for full features | $6/mo, $60/yr or $249 lifetime |
| Broker auto-sync | Yes (~240 brokers, mostly via trade emails) | None by design: manual entry or CSV/Excel import, no credentials shared |
| Country tax reports | AU, NZ, UK, CA, US | Not a tax tool; focused on allocation, dividends, fees and goals |
| Dividend tracking | Automatic, incl. corporate actions | Dividend analysis on Premium |
| ETF overlap and look-through | ETF look-through (added 2025-26) | Overlap, sector and geography X-ray on Premium, plus a free overlap tool |
| Languages | English | English, German, Spanish, French, Portuguese |
| Privacy model | Broker sync / trade confirmation emails | No broker credentials, no bank linking. You own the data |
| Data export | Trades and holdings to spreadsheet | Accounts, holdings and expenses to CSV, included in the free plan |
Sharesight facts from public sources, last verified August 2026. Prices vary by country and change, so confirm current plans on sharesight.com before deciding. Also compared: Empower, Portfolio Performance, Snowball Analytics, getquin, Parqet, Delta, or see the full portfolio tracker comparison.
We compare honestly. These are its real strengths, with the trade-off attached.
Sharesight’s tax reports for Australia, New Zealand, the UK, Canada and the US are thorough. That polish is also what you pay US$140+/yr for, and outside those five countries it disappears. We skip tax paperwork entirely and put that effort into analysis you use all year: allocation, overlap, dividends, fees.
Around 240 brokers can feed trades in automatically, mostly via trade-confirmation emails. Convenient, but it means routing your trade data through a third party. We chose the opposite trade-off: a minute of manual entry or a CSV import, and no credentials or trade emails ever leave your hands.
Sharesight has handled dividends and DRIPs automatically for years, and that maturity is real. Our dividend analysis covers payout history, yield and income across your holdings, inside a plan that also includes ETF X-ray and fee analysis for less than half the price.
All of these come from public reviews and Sharesight’s own published limits.
Sharesight’s free plan is capped at one portfolio and 10 holdings, so a modest ETF portfolio outgrows it quickly. Our free plan has no holding cap at all.
Getting everything Sharesight offers costs roughly US$140+ per year. Our Premium is $60/year, or $249 once, forever. The core tracker stays free.
Outside AU, NZ, UK, CA and US, Sharesight’s headline feature becomes a generic report. If you invest from the EU, you are paying for polish you never receive. We serve EU investors first-class: localized pensions, 27 currencies, 5 languages.
Auto-sync means forwarding trade confirmations or connecting accounts. Here, nothing connects to your broker. Manual entry and CSV import mean no credentials ever leave your hands.
ETF overlap detection, look-through sector and geography X-ray, fee-impact projections and goal tracking: the analysis that changes decisions, not just measures them.
The whole product runs in English, German, Spanish, French and Portuguese with localized formats. Sharesight is English only.
Sharesight lets you export your data, and we import it. No lock-in on either side.
In Sharesight, run the All Trades Report and export it as a spreadsheet, and export your holdings from the portfolio page.
An email address and a password. No card, no bank login, under a minute.
Import buy/sell transactions or current balances from CSV, TSV or Excel. Map the columns once and your history comes with you.
Prices update automatically, gains are computed per position, and your net worth history starts building with automated snapshots.
The core tracker (unlimited holdings, automatic prices, 27 currencies, snapshots) is free forever. Premium adds daily snapshots, unlimited history, dividend analysis, ETF overlap and the AI advisor for $6/month, $60/year, or $249 once. Comparing other trackers? See the free portfolio tracker overview, or how we compare to Empower, Portfolio Performance and Snowball Analytics.
For most investors, yes: unlimited holdings for free, multi-currency tracking, ETF overlap and dividend analysis, with Premium at $60/year instead of US$140+. The honest caveat: we do not offer automated tax reports or broker auto-sync. If AU/NZ/UK/CA/US tax paperwork is your single main reason for paying, Sharesight covers that niche; for everything else, you get more analysis here for less than half the price.
Yes, this one. The free plan includes unlimited accounts and positions, automatic prices from 53+ exchanges, 27 currencies, weekly snapshots and CSV import/export, free forever with no credit card.
Yes. Export your trades from Sharesight’s All Trades Report (spreadsheet format) and your holdings from the portfolio page, then import the CSV into MyFinanceTools. Buy/sell transactions and balance history are both supported.
No, deliberately. There is no broker linking and no trade-confirmation email forwarding: you enter or import holdings yourself. That is the privacy trade-off. Slightly more manual work buys you zero credentials handed over and compatibility with any broker in the world.
No. There are no country-specific tax reports. Our focus is the analysis you use all year: tracking, allocation, ETF overlap, dividends, fees and goals. If automated capital-gains reporting is essential for you, that is the one job we would not take from Sharesight.
The core tracker is free with no holding cap. Premium, which includes daily snapshots, unlimited history, dividend analysis, ETF overlap, fee impact and the AI advisor, is $6/month, $60/year, or $249 as a one-time lifetime purchase. Sharesight’s full feature set costs roughly US$140+ per year (verify current pricing on their site).
Premium includes dividend analysis: payout history, yield and income overview across your holdings. Sharesight automates more of the bookkeeping (DRIPs, corporate actions); ours is part of a broader analysis suite that also covers ETF overlap and fees in the same plan.
Yes. The public demo portfolio shows the full tracker with realistic sample data, no signup needed. If you like it, a free account takes under a minute and your Sharesight CSV import can be the first thing you do.
Unlimited holdings, multi-currency, ETF X-ray. Free to start, $60/yr for everything.
Sharesight is a trademark of its owner; MyFinanceTools is not affiliated with or endorsed by Sharesight. Competitor details are from public sources, last verified August 2026, and may have changed. Portfolio figures shown are illustrative. Nothing here is financial or tax advice.