Sharesight Portfolio Tracker Alternative
Track every investment in one place, across brokers, markets and currencies. Import straight from your broker, or bring your history over from Sharesight in a few minutes.
- Clean, easy-to-use interface
- 100+ brokers supported
- Trusted by investors in 160+ countries
Free plan · No credit card required
Why Portseido is the best Sharesight alternative
Portseido is a portfolio tracker that covers what investors use Sharesight for, with powerful analytics in an easier-to-use interface, so you can see everything about your investments at a glance. Measure your performance against any benchmark, follow every past and upcoming dividend, and know whether your portfolio is on pace to reach your financial goals.
More analytics, simpler interface
Get more of your portfolio questions answered with Portseido, from whether you are beating the market to how exposed you are to one sector and which trades actually made money, all at a glance on one simple dashboard.
Track past and upcoming dividends in a calendar
Portseido records your dividends automatically and projects upcoming payments, so you can see your dividend income by month, by holding and by currency. The dividend calendar is included on every Portseido plan. For a dividend-only view, see the Portseido dividend tracker.
Know whether your portfolio is on track for your goal
The Portseido goal tracker lets you set a financial goal and compares your portfolio's growth and planned deposits against it, so you can see early whether your investment plan is on track.
Portseido vs. Sharesight: features and pricing
| Sharesight | Portseido | |
|---|---|---|
| Free plan limit | 10 holdings | 100 transactions |
| Unlimited holdings, per month (billed annually) | US$18 | US$8 |
| Multiple portfolios, per month (billed annually) | US$18 | US$12 |
| Automatic dividend tracking | Yes | Yes |
| Diversity & allocation reports on the free plan | No | Yes |
| Upcoming dividend income report | Standard plan and above | All plans |
| Automatic broker sync | Yes | Yes |
Easy to import or migrate from Sharesight
Bring your full transaction history to Portseido, dividends included.
Import from your broker
Connect a supported broker to Portseido for automatic syncing, or import your transaction statements from 100+ brokers worldwide. Either way, Portseido gets your complete history, including fees, currency conversions and dividends.
How to migrate from Sharesight to Portseido
- 01In Sharesight, open Reports and choose the All Trades Report.
- 02Set the date range to cover your full history, then click Export → Spreadsheet.
- 03Upload the spreadsheet to Portseido. Portseido adds dividends and splits automatically.
Meet investors who choose Portseido
Investors across 160+ countries track their portfolios with Portseido.
Sharesight alternative FAQ
Is Portseido a good alternative to Sharesight?
Yes, if you want clear performance, dividend and allocation reporting for less. Portseido's free plan covers 100 transactions with every report included, and unlimited transactions start at US$8/month billed annually. If you rely on Sharesight's tax reports, Sharesight remains the better fit for that job.
How do I move my portfolio from Sharesight to Portseido?
The most complete option is to import the transaction export from your broker, which includes every fee, currency conversion and dividend. You can also export your history from Sharesight: open Reports → All Trades Report, set the date range to cover all your trades, click Export → Spreadsheet, and upload the file to Portseido.
Is Portseido cheaper than Sharesight?
For most individual investors, yes. Unlimited holdings on Sharesight start with the Standard plan at US$18/month billed annually. Portseido's Plus plan gives unlimited transactions for US$8/month billed annually, and Pro adds multiple portfolios for US$12/month. See the pricing page for details.
Which brokers does Portseido support?
Portseido imports transaction files from 100+ brokers worldwide, including Charles Schwab, Trading 212, CommSec, DEGIRO and Fidelity. Interactive Brokers and Trading 212 can also sync automatically. See all supported brokers.
Which markets and assets can I track?
Stocks and ETFs from 70+ exchanges worldwide, including the NYSE, NASDAQ, LSE and ASX, plus funds, cryptocurrencies and custom assets. You can search for your assets before signing up.
Does Portseido have a mobile app?
Yes. Portseido has a mobile app for iOS and Android, available on the App Store and Google Play. The Portseido app stays in sync with your web account, so you can check your portfolio, performance and dividends anywhere.
Migrate from Sharesight today
Import from your broker or from Sharesight, and see your real return in minutes.
Free plan · No credit card required