Sharesight vs Wealthfolio
Sharesight
sharesight.comWealthfolio
wealthfolio.aiSide by side
| Figure | Sharesight | Wealthfolio |
|---|---|---|
| Price from | $7/mo | $2.99/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 13 | 5 |
| Spec score · Portfolio Management Software | 9.0 (#2) | 8.6 (#9) |
| Spec score · Investment Tools | 8.9 (#2) | 8.2 (#10) |
| 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 |
Plans
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
Wealthfolio
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
In their own words
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.
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.