Portfolio Performance vs Sharesight
Portfolio Performance
portfolio-performance.infoSharesight
sharesight.comSide by side
| Figure | Portfolio Performance | Sharesight |
|---|---|---|
| Price from | $2.08/mo | $7/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 13 |
| Spec score · Stock Market software | 8.9 (#1) | 8.9 (#2) |
| Spec score · Portfolio Management Software | 8.8 (#7) | 9.0 (#2) |
| Spec score · Investment Tools | 8.8 (#4) | 8.9 (#2) |
| Spec score · Stock Portfolio Management | 8.5 (#7) | 8.6 (#5) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 2012 | 2006 |
| Free plan | Yes | Yes |
| Mobile app | The mobile app reads the desktop portfolio file for viewing and analysis, but users cannot edit portfolio data in the app. | The mobile app is read-only, supports up to 10 portfolios and a watchlist of up to 100 investments, and is available on iOS and Android. |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | The maker directs users to its forum for help with the desktop product and provides support by email for the mobile app. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
Plans
Portfolio Performance
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 a year
Sharesight
- 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
- Business (50-99 portfolios)$10.50 a month
- Business$13.50 a month
- Business (100+ portfolios)$9.20 a month
- Business 100+ portfolios$9.20 a month
In their own words
Portfolio Performance
Portfolio Performance is a free desktop application for tracking securities portfolios across accounts. It calculates performance using true-time weighted return and internal rate of return, and provides overviews, key figures, charts, and historical price tracking. Users can classify securities, examine asset allocation and risk, plan rebalancing, and track tax lots. Purchases, sales, taxes, fees, and other transactions can be entered, or statements can be imported from online banks and brokers. Historical prices can come from sources such as HTML, JSON, Yahoo Finance, Quandl, AlphaVantage, and CoinGecko, as well as a built-in provider for German and US stocks. Portfolio data is stored in XML and can be exported as CSV or JSON. The mobile app reads a desktop portfolio file for viewing and analysis, but does not allow edits. It supports iOS and Android; the desktop application runs on Linux, macOS, and Windows. Optional mobile subscriptions are listed at $3 a month or $25 a year. The project began in 2012, and its source code is licensed under the Eclipse Public License 1.0.
Sharesight
Sharesight is an online portfolio and dividend tracker for following investment prices, performance, and income. It supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments; users can also add cash accounts and property. Trades can be imported from more than 200 global brokers, while dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.