Best Sharesight alternatives

People go looking for a Sharesight alternative for a handful of reasons. The per-portfolio pricing adds up once you track more than one account. The interface is built around reporting rather than day-to-day decision-making. Broker sync for your particular broker relies on file imports rather than a live connection. Or you simply want something that tells you whether your decisions were any good — not just what your holdings are worth and what tax you owe on them.

This is a listicle, not a one-versus-one. We keep a separate, detailed head-to-head at StackViewer vs Sharesight if you have already narrowed it down to those two. Here, the job is broader: seven real tools, ranked for the query “Sharesight alternative”, each with who it suits, a verified price, and the single thing it is worst at. StackViewer is on this list, at number two, because for the specific person searching this term — a multi-broker, buy-and-hold investor — that is where it honestly belongs. It is not automatically first, and we say clearly below where the others beat it.

The alternatives at a glance

Prices and features checked against each vendor's live site on 9 September 2026. Pricing varies by region and currency. Tell us at hello@stackviewer.net if anything here is out of date and we'll fix it.

1. getquin — the closest free swap

Who it suits: Investors who liked Sharesight's overview but resented paying per portfolio, and who don't mind — or actively enjoy — a social layer. getquin connects bank and brokerage accounts through a secure API and gives you a clean dashboard of allocation by region, sector and asset class, plus a dividend calendar with forecasts and yield-on-cost. Its free tier is genuinely usable, which is the main reason it tops this list for the “alternative” query: most people typing that phrase want the Sharesight experience without the invoice.

The community feed is the polarising bit. getquin is part tracker, part social network — you can see and discuss other people's (anonymised) portfolios. If you find that motivating, it's a feature; if you want a quiet, private tool, it's noise. The apps are strong; the web experience is secondary. Analysis is broad but shallow: you get allocation and performance charts, AI-assisted commentary and risk scores, but not the depth of risk statistics a quant-minded investor expects, and no structured trading journal.

Price: Free tier; Premium €89.99/year, billed annually not monthly (as of 17 September 2026). Weakness: the social-first, app-first design won't suit investors who want a private, spreadsheet-grade reporting tool. Verified against getquin.com/pricing as of 2026-09-17.

2. StackViewer — if you run several brokers and want to judge your decisions

Who it suits: The person who holds positions for months to years across two to four brokers and has never had a single, honest return number that spans all of them. StackViewer connects 31 brokers over read-only OAuth via SnapTrade, syncs three times a day (values refresh roughly every 30 minutes — deliberately not real-time), and rolls everything into one time-weighted and money-weighted return you can trust. On top of the tracker sits a trading journal with reason, conviction and emotion tags, plus 15+ risk metrics — Sharpe, Sortino, Alpha, Beta, Max Drawdown, Value at Risk — benchmarked against indices like the S&P 500, NASDAQ and MSCI World.

What makes it a genuine Sharesight alternative rather than a clone is the behavioural layer. StackViewer grades entries and exits, estimates the opportunity cost of selling too early, tracks how faithfully you stick to your own playbook, and surfaces patterns across cognitive biases and emotional tags. Sharesight tells you what happened to your money; StackViewer is built to tell you whether the way you behaved was helping or hurting. For an investor who suspects their exits are quietly costing more than their picks earn, that is the whole point.

It sits at number two, not one, for good reasons. It connects 31 brokers, not hundreds, so if yours isn't supported you're stuck. It is not real-time, so active traders will hate it. It excludes custom and non-broker assets from its analytics, so property, collectibles and private holdings won't fold in. And — the big one for ex-Sharesight users — it does not produce tax reports. If your main reason for using Sharesight was the taxable income and capital gains reports, StackViewer will not replace that; keep reading to Capitally and Snowball, or keep Sharesight for tax alone.

Price: Free forever, no card, with paid tiers layered on top. Weakness: no tax reporting, not real-time, and limited to 31 supported brokers with no custom-asset analytics. Full detail is on the dedicated StackViewer vs Sharesight comparison.

3. Snowball Analytics — for dividend investors and rebalancers

Who it suits: Income-focused investors, especially in Europe, who want a dividend calendar, DRIP and yield forecasting, dividend safety ratings, and an advanced rebalancing tool. Snowball leans hard into the dividend use case — forecasting future passive income, tracking year-on-year payout growth, and screening dividend stocks — and it does that better than Sharesight's more general reporting. It also links brokerages, supports unlimited holdings even on lower tiers, and offers full benchmarking and multi-decade backtests as you move up the plans.

Where it wins over StackViewer specifically: it is purpose-built for dividend income, offers a proper rebalancing tool, and supports custom holdings that fall outside broker connections. Where it's weaker: the analysis is dividend-and-allocation centric, so you won't find StackViewer's behavioural grading or a structured decision journal, and the risk-metric depth is more modest.

Price: Free tier; Starter around $79.99/year, Investor around $149.99/year (as of 9 September 2026). Weakness: strongest if dividends are your focus — growth-only or behaviour-focused investors get less out of it. Verified against snowball-analytics.com/pricing as of 2026-09-10.

4. Capitally — for privacy and multi-country tax

Who it suits: Privacy-conscious investors with complex, multi-jurisdiction portfolios. Capitally is a transaction-level analyzer: you upload broker statements, it keeps the full history, and it applies on-device end-to-end encryption. It handles a wide range of asset classes — stocks and ETFs across 50+ exchanges, mutual funds, precious metals, crypto, options, indices and commodities — and, crucially, offers multi-jurisdiction tax reporting. For an ex-Sharesight user whose main love was the tax output, Capitally is the closest like-for-like among the modern challengers, with the bonus of privacy Sharesight's server-side model doesn't match.

Two places Capitally clearly beats StackViewer: it produces multi-country tax reporting (StackViewer produces none), and it treats alternative assets, options and liabilities as first-class citizens rather than excluding them from analytics. The trade-offs: there is no permanent free tier, the transaction-upload model asks more of you up front, and there's a steeper learning curve than a plug-and-play tracker.

Price: Paid, from around €80/year (as of 9 September 2026). Weakness: no free tier and a heavier, upload-driven setup. Verified against mycapitally.com/pricing as of 2026-09-10.

5. Kubera — for total net worth, not just stocks

Who it suits: People who want a single dashboard for everything — brokerage and bank accounts, crypto wallets, real estate, vehicles, domains, private equity and manual assets — rather than a deep stock-analysis tool. Kubera consolidates net worth across asset classes and currencies with a clean, calm interface, and includes features like beneficiary/“proof of wealth” sharing that neither Sharesight nor StackViewer attempt. If Sharesight felt too narrowly focused on listed securities, Kubera is the opposite end of the spectrum.

Where it beats StackViewer: breadth of assets (it happily tracks your house, car and crypto alongside your shares) and whole-net-worth aggregation. Where it falls short as a Sharesight replacement: it's light on return attribution, risk statistics and any kind of decision journal — it tells you what you're worth, not how well you've invested — and it has no permanent free tier.

Price: $250/year (Essentials plan), with a free 14-day trial and no permanent free tier (as of 17 September 2026). Weakness: aggregation over analysis — thin on performance attribution and journalling. Verified against kubera.com/pricing as of 2026-09-17.

6. Delta by eToro — for casual mobile tracking

Who it suits: Investors who want a slick phone app to watch stocks, ETFs, crypto and forex in one place, with live price movements and a low barrier to entry. Delta (owned by eToro) is genuinely popular and well-rated on the app stores, and it's free to start. It handles multiple portfolios and a broad range of instruments, and it's a comfortable step up from checking each broker app separately.

Where it beats StackViewer: multi-asset breadth including crypto and forex, and a polished mobile-first experience that eToro Club members can extend to Delta PRO at no extra cost. Where it's weaker as a Sharesight alternative: the reporting is shallow next to Sharesight or Snowball, there's no serious tax output, and nothing resembling behavioural analysis or a decision journal — it is a tracker, not an analyst.

Price: Free with in-app purchases; Delta PRO included for eToro Club Silver+ members (as of 9 September 2026). Weakness: mobile-first and light on deep reporting. Verified against delta.app as of 2026-09-10.

7. A spreadsheet — the honest baseline

Who it suits: Anyone who wants total control, zero subscription cost, and a format they fully understand. Plenty of serious investors track everything in Google Sheets or Excel with GOOGLEFINANCE or an add-in for prices. It's free, it's private, it bends to exactly the layout you want, and it teaches you the maths — time-weighted return, money-weighted (IRR) return, yield on cost — because you have to build the formulas yourself.

We include it deliberately, because for a single-broker, simple portfolio a spreadsheet genuinely can beat a paid tool. The cost is your time. There's no automatic broker sync, so every trade, dividend and corporate action is a manual entry. There are no risk metrics unless you code them. And reconciliation errors creep in silently. If you want to understand the calculations before you automate them, start here — our guide on working out your true return across multiple brokers walks through the manual method first.

Price: Free. Weakness: everything is manual — no sync, no metrics, and it doesn't scale past a simple portfolio.

How to choose between them

Start from the job, not the feature list. Ask yourself which single thing made you open Sharesight most often. If it was tax reports, keep Sharesight or move to Capitally — that is Sharesight's genuine strength and most alternatives don't match it. If it was the dividend calendar, Snowball or getquin. If it was seeing your whole net worth, Kubera. If it was one honest return figure across several brokers plus a way to learn from your own decisions, that's the gap StackViewer was built for.

Then sanity-check three practical things: does the tool connect your broker (or force manual imports)? Does it price per portfolio or per account, and what does that cost once you add your second and third account? And does it give you data you'll act on, or just a prettier balance? A tracker you check and close changes nothing; a tool that shows you a recurring mistake can pay for itself in one avoided trade.

Where Sharesight still beats all of these

To be fair to the incumbent: Sharesight is the reason most of these tools exist, and it remains best-in-class at two things. First, automated tax reporting — capital gains and taxable income reports for Australia, New Zealand, the UK, the US and Canada, with franking-credit handling and dividend history stretching back over 20 years. No tool on this list matches that breadth of tax output. Second, instrument coverage — price and dividend data on 700,000+ stocks, ETFs and funds across 60+ exchanges, with imports from 200+ brokers. If your portfolio is exotic in geography or you file complex tax, Sharesight earns its price. Verified against sharesight.com as of 2026-09-10.

Where StackViewer fits, honestly

StackViewer isn't trying to be Sharesight. It's a portfolio tracker and a trading journal for people who invest over months and years across a small handful of brokers. If that's you, it's likely your second or third click after this page. If you're a day trader who needs real-time quotes, an investor with lots of custom or non-broker assets, someone whose broker isn't in our 31, or someone who mainly needs tax filing done for them, one of the other six on this list will serve you better — and we'd rather tell you that now than after you've signed up.

Frequently asked

What is the best free Sharesight alternative?

getquin has the most generous free tier for connecting accounts and seeing allocation and dividends, and StackViewer has a free-forever plan aimed at multi-broker investors who want risk metrics and a decision journal. Sharesight's own free tier caps you at 10 holdings. If your priority is automated tax reporting for listed securities, none of the free alternatives fully replace Sharesight there.

Is there a Sharesight alternative that does tax reports?

Capitally offers multi-jurisdiction tax reporting and is the closest like-for-like on that front, and Snowball Analytics covers some tax-relevant reporting. But Sharesight remains the strongest for automated capital gains and taxable income reports across Australia, New Zealand, the UK, the US and Canada, with dividend history going back over 20 years. StackViewer does not generate tax reports.

Which Sharesight alternative is best for multiple brokers?

StackViewer is built specifically for investors running two to four brokers: it connects 31 brokers over read-only OAuth via SnapTrade and consolidates them into one true return figure, plus a trading journal. Sharesight supports imports from 200+ brokers but leans on file imports and manual entry for many of them. getquin also aggregates multiple accounts if you prefer a free, community-driven app.

Comparison accurate to the best of our knowledge on 9 September 2026, based on publicly available information from each vendor's website (linked inline). Product names and trademarks belong to their respective owners; StackViewer is not affiliated with Sharesight, getquin, Snowball Analytics, Capitally, Kubera or Delta by eToro. This page is for information only and is not financial, investment or tax advice. StackViewer analyses decisions you have already made; it does not predict returns. Past performance does not indicate future results.