Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs Wealthfolio
Wealthfolio
8.0#10 in portfolio management softwareFrom $2.99 a monthFree planiOSWebLinuxmacOS
VisitWhat both publish
| Fact | Sharesight | Wealthfolio |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Broker integrations | Sharesight can automatically import trades from more than 200 global brokers. | Wealthfolio Connect uses SnapTrade, a SOC 2 Type II certified aggregator, and supports 42+ institutions listed on its brokerage directory. |
| Free plan | Yes | Yes |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
| Tax-lot tracking | Yes | Yes |
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Wealthfolio plans
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.
Pick Wealthfolio if…
Wealthfolio suits people who want to track investments and broader net worth in a local-first app. It also offers planning tools, optional broker connections and AI features for users who want them.