Best Sharesight Alternatives in 2026

Sharesight does one job unusually well. It remembers. Every trade, every dividend, every split and spin-off and currency conversion, held in a consistent history that most brokerages quietly lose when you move accounts. If you have ever tried to reconstruct a cost basis from six year old statements, you know exactly how much that is worth.

I am not going to pretend it is a bad product. It is a good one with a specific shape. Here is where that shape stops fitting.

Excellent bookkeeping, no forward view

The holdings caps do the selling. Sharesight's US pricing page lists Free at 10 holdings, Starter at $7 a month billed annually or $9.33 monthly with a 30 holding cap, Standard at $18 a month billed annually or $24 monthly for unlimited holdings, and Premium at $23.25 a month billed annually or $31 monthly. Portfolio counts ladder the same way, from 1 to 4 to 10. Thirty holdings sounds like plenty until you count ETFs, a few legacy positions and anything you hold in a second account.

It is a ledger, and ledgers look backward. Sharesight will tell you what you earned, what you owe and what your dividend history looks like with more precision than your broker. It will not tell you that the company behind your third largest position quietly changed the language about its biggest customer in the most recent 10-Q. That is not a flaw. It is a category. But people often buy a tracker hoping for the second thing.

The center of gravity is not the US. Sharesight started in New Zealand and its tax reporting reflects that heritage, with features like franking credit handling that have no American analogue. It supports US securities and produces reports across several jurisdictions. If you file in Australia or New Zealand, honestly, stop reading and keep Sharesight. Nothing below beats it for you.

Getting data in is still work. Sharesight lists integrations with hundreds of brokers, but for many of them the mechanism is file import or forwarded contract note emails rather than a live connection. It works. It is not hands-off.

Empower Personal Dashboard

Free, and the fastest way to see everything you own on one screen. Links banks, brokerages and retirement accounts, shows net worth, allocation and a fee analyzer that is useful if you have old 401(k) funds you have never examined.

Good at: zero cost, broad account linking, and the fee analysis, which has probably saved more people more money than any paid feature in this post.

Stops at: depth and motive. The investment analysis is shallow compared to Sharesight, tax reporting is not really the point, and Empower monetizes by routing larger balances to its advisory business. Expect contact. That is a fair trade for free, as long as you know it going in.

Kubera

Essentials is listed at $250 a year, Kubera Black at $2,500 a year. It tracks everything: brokerages and banks worldwide, crypto and DeFi, private stock through Carta, real estate, vehicles, and physical assets with live pricing.

Good at: total net worth for people whose wealth is not mostly in listed securities. If your balance sheet includes a house, a startup equity position and a wine collection, nothing else in this list even attempts it.

Stops at: tax reporting and analysis. Kubera is a balance sheet, not a research tool and not a tax engine. It replaces a different half of Sharesight than you might assume.

Snowball Analytics

The closest direct substitute on price and purpose, particularly if dividends are why you track. Free is capped at 10 holdings. Starter is $79.99 a year, Investor $149.99, Expert $249.99, all with unlimited holdings above the free tier, and a 14 day trial that does not ask for a card.

Good at: dividend forecasting and calendars, benchmarking against indices, rebalancing tools, and long backtests. For a dividend growth investor this is a straight upgrade on Sharesight's analysis side.

Stops at: multi-jurisdiction tax reporting, where Sharesight is clearly stronger, and the polish that comes from a longer-running product.

Portfolio Performance

Free, open source, desktop. No subscription, no cloud, no account. It calculates true time weighted and money weighted returns properly, which is rarer than it should be, and it handles multiple currencies and asset classes without complaint.

Good at: correctness and cost. If you care about measuring performance accurately and you resent paying rent on your own transaction history, this is the answer.

Stops at: convenience. You maintain the data. There is a learning curve, the interface is functional rather than beautiful, and there is no phone app. It is the tool for people who like spreadsheets and want something better than one.

Ghostfolio

Open source and web based, so it splits the difference between Portfolio Performance and a hosted service. Self-host it for free or pay for the managed version. Privacy is an explicit design goal rather than a marketing line.

Good at: control. Your data sits where you put it.

Stops at: features, compared to a commercial product with a full team behind it, and self-hosting is a real commitment if you have never run a container. As of August 2026, check ghostfol.io for current managed pricing.

Morningstar Investor

Different angle. Where Sharesight tracks what you own, Portfolio X-Ray shows you what you actually own, which is not the same thing if you hold several funds that turn out to contain the same handful of companies.

Good at: fund and ETF overlap, style analysis, and independent written research on the underlying holdings.

Stops at: transaction level record keeping and tax reports, where Sharesight is far better. As of August 2026, check morningstar.com for the current subscription price.

Helm Terminal

I built this, so weigh it accordingly, and I want to be clear about the boundary: Helm is not a multi-jurisdiction tax reporter and it will not replace Sharesight's record keeping. If you file outside the US, it is not for you.

What it does is the part that comes after tracking. It connects every brokerage account through Plaid, records the reasons you own each position, then reads SEC filings and market reporting against those reasons and flags when the evidence turns against one, quoting the source document verbatim with its date and a link so you can verify the claim rather than trust a rating. It also computes tax-loss harvesting across all of your accounts at once, which a single brokerage structurally cannot do, since a broker can only see the money it holds.

Free tier: the full terminal, brokerage sync, AI analysis on any US ticker, and one thesis with twelve months of evidence. Pro is $20 a month after a 14 day trial that requires a card, and it watches every position you own. US listed securities only. Helm is not a registered investment adviser and nothing in it is investment advice.

Pick by what you need it to do

If you file in Australia, New Zealand, the UK or Canada and you hold listed securities, keep Sharesight. Nothing here is a better fit and I would rather tell you that than pretend otherwise.

If you are a US investor who bought Sharesight for consolidated record keeping, Empower plus Portfolio Performance covers most of it for nothing, at the cost of some manual work. If dividends are the point, Snowball is the better product at a similar price. If your net worth is mostly outside the stock market, Kubera is the only real option.

And if the reason you started tracking in the first place was a vague sense that you should be paying closer attention to what you own, no ledger fixes that. A ledger records. Something has to read.