Sharesight vs. alternatives: Why investors choose our portfolio tracker

In today's complex investment landscape, having the right portfolio tracking tool isn't just convenient, it's essential. With numerous portfolio trackers available, how does Sharesight compare to alternatives? As investors ourselves, we've built Sharesight to address real portfolio management challenges, and we're proud of how our solution stacks up against competitors.

In this comparison, we examine key features that matter most to serious investors, helping you understand why over 500,000 investors worldwide trust Sharesight with their portfolio tracking needs.

Global markets coverage: Comprehensive investment tracking

✅ Sharesight: Sharesight supports over 60 stock exchanges around the world with automated pricing updates for stocks, ETFs, and listed entities from around the globe. This extensive coverage makes Sharesight the most comprehensive portfolio tracker available. You are able to automatically track price, performance and dividends from 750,000+ global stocks, crypto, ETFs and funds.

❌ Alternatives: Many credible alternatives exist, but they typically don't offer the extensive global coverage that Sharesight provides. This limitation can be problematic for investors with international portfolios.

Portfolio and ETF X-ray: Unparalleled transparency through the exposure report

✅ Sharesight: Sharesight is the only portfolio tracker that can show your exposure to specific sectors, countries, or even companies inside your ETFs, along with your direct holdings in those companies, helping you reduce ETF overlap. Available for ETFs domiciled in Australian, New Zealand, United Kingdom, USA and Canada.

❌ Alternatives: To our knowledge, no other portfolio tracker offers this level of transparency and detail, leaving investors without clear visibility into their true exposures.

Mutual/managed funds coverage: Global perspective

✅ Sharesight: Sharesight has extensive coverage of managed funds in Australia, New Zealand, the US, UK, Canada, Ireland, Luxembourg, and more — which is especially important for family offices and high net worth investors.

❌ Alternatives: Few competitors match our breadth of coverage for managed funds, creating blind spots for investors with diversified portfolios.

Unlisted investments: Beyond traditional assets

✅ Sharesight: Flexible custom investment features allow you to track alternative investments like art, real estate, or vintage cars alongside listed investments using the same consistent methodology.

❌ Alternatives: While some competitors provide similar capabilities, they typically lack the seamless integration that Sharesight offers, creating a fragmented view of your overall wealth.

Portfolio risk reporting: Advanced insights

✅ Sharesight: With Sharesight, you can analyse your portfolio through the lens of maximum drawdown risk, providing invaluable insights into your true portfolio risk profile.

❌ Alternatives: No other portfolio tracker offers this specific kind of risk reporting at both the portfolio and individual investment level, leaving investors with incomplete risk assessment.

Tax reports and planning tools

✅ Sharesight: We include a complete set of tax tools and reports (for Australian, NZ and Canadian investors) in our paid plans, designed to simplify tax time.

❌ Alternatives: While established competitors may offer similar tools, many newer entrants lack these essential features, potentially complicating your tax preparation.

Longevity: Proven track record

✅ Sharesight: Sharesight was established in 2007 by a father-son duo from Wellington, NZ. Over the past 15+ years, we've built a professional team focused on product development, customer support, security and marketing, now serving customers in over 100 countries.

❌ Alternatives: Many alternatives have come and gone as solo operations that couldn't sustain themselves long-term in this competitive market.

Data aggregation: Secure and reliable

✅ Sharesight: We work diligently to gather customer feedback and improve our data collection methods, using reputable intermediaries and APIs to ensure reliable data integration.

❌ Alternatives: Some competitors use screen-scraping technologies to collect data from brokers and other sources — methods that may be borderline illegal and raise significant security concerns.

Security: Your investment tracking deserves protection

✅ Sharesight: With a dedicated trust and security team, we take your information security seriously and are currently undertaking numerous security and compliance initiatives across all aspects of our business. Our comprehensive security approach provides user-controlled access, secure authentication with optional 2FA, enterprise-grade encryption, automated global backups, and regular independent security audits.

❌ Alternatives: We strongly encourage you to examine the security credentials of any alternative you're considering — after all, it's your life's investments and data at stake.

Trusted by institutions and professionals

✅ Sharesight: Our portfolio tracker is trusted by large institutional partners such as Morningstar, CMC Markets and numerous financial professionals worldwide.

Why this matters: Institutional adoption demonstrates the reliability and accuracy of our platform, giving individual investors confidence that they're using professional-grade tools.

Making your choice

When selecting a portfolio tracker, consider these key factors:

1. Global coverage that matches your investment strategy
2. Transparency into underlying holdings, especially for ETFs and funds
3. Comprehensive asset support across listed and unlisted investments
4. Risk and tax reporting capabilities
5. Company stability and track record
6. Data security and best in class privacy practices.

While there are many alternatives in the market, Sharesight consistently delivers across all these dimensions, making it the preferred choice for serious investors globally.

Who is Sharesight for?

Sharesight has been designed to serve a wide range of investors, but it particularly excels for:

DIY investors

Whether you're managing a modest portfolio or substantial wealth, Sharesight provides the tools to track performance, reduce tax headaches and make informed decisions. From experienced investors wanting deeper insights across the three dimensions of performance reporting, asset allocation and risk based decision making to beginner investors looking to understand their returns and tax reporting, our platform scales to meet your needs.

In a review of all portfolio trackers, Investopedia named Sharesight as being the best for DIY investors.

Global investors

If you invest across multiple countries or exchanges, Sharesight's comprehensive global coverage is invaluable. No longer will you need separate tools to track your US, European, Asian or Australian investments — everything is in one place with accurate currency conversion and performance tracking.

ETF & fund investors

For those with significant investments in ETFs and managed funds, our unique X-ray feature reveals what's truly in your portfolio, helping you avoid unintended concentration risks and optimise your asset allocation.

Investors with diverse asset types

If your portfolio extends beyond stocks to include property, cryptocurrency, private investments or collectibles, Sharesight offers the flexibility to track everything in one consolidated view with consistent performance methodology.

Income investors

Investors who rely on dividend income to supplement their earnings or retirement will find our income reporting features to be comprehensive and indispensable for tracking and forecasting their dividend income stream.

Financial professionals

Accountants, financial advisors and family offices use Sharesight to provide better service to their clients, with our professional plans offering multi-portfolio management and client reporting features.

Try Sharesight today

See for yourself why investors choose Sharesight over alternatives. Our platform offers a free tier for investors just getting started, with premium features available for those with more complex portfolios.

Sign up for a free Sharesight account or view our pricing plans to find the right option for your investment needs.

Disclaimer: This comparison is based on our research and understanding of competitor offerings as of 19 Mar 2025. Features and capabilities of alternative platforms may change over time.