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Sharesight alternatives: seven tools compared

Checked on August 20, 2026

Short answer

If you need your country's share tax reports at the end of the year, stay with Sharesight. Nothing else here replaces them. People leave it because shares turned out to be one part of a bigger question that also involves property, a mortgage and a retirement date.

Sharesight does investment reporting properly. Broker links, dividends, performance and tax reports for several countries, built over a long time.

Its limit is scope. It tracks shares, it does not track debt, and a property goes in as a custom item whose value you update by hand. So a household whose wealth is mostly a house and a mortgage is asking Sharesight a question it was never built to answer.

What to use instead

  1. Sharesight

    $76 a year USDchecked August 20, 2026

    The pick for: Anyone who needs jurisdiction share tax reports at the end of the financial year.

    Mature investment reporting with broker links, dividend tracking and jurisdiction tax reports.

    Strong at

    • Broker links and trade confirmation imports.
    • Tax reports for several countries, including Australia.
    • Long history of dividend and performance reporting.

    Where it stops

    • It tracks shares. It does not track debt.
    • Property is a hand-updated custom item.
    • It answers nothing about the household as a whole.
    AUD $9 a month, billed annually, converted on August 19, 2026Sharesight pricingSharesight vs WealthScout
  2. WealthScout

    $99 a year USDchecked August 20, 2026

    The pick for: Households where the shares sit alongside property, debt and a retirement date.

    Records shares, property, cash, debt, retirement accounts, income and spending against the owner of each asset, then projects their value over time, calculating tax on returns while assets are held and again when money is paid out to a person.

    Strong at

    • Share and crypto prices update automatically, so your net worth reflects current market values without a bank connection.
    • An owner on every asset, including trusts, companies and retirement structures.
    • Projections use the figures you already track, so you do not retype them.
    • Thirteen countries with local tax treatment.
    • Reports and projections use the same dated figures, so they cannot disagree.

    Where it stops

    • No bank or broker connections. Broker files are imported and checked before they post.
    • No tax returns and no jurisdiction tax reports.
    • Opens to the public country by country.
  3. getquin

    Free, with a paid tierchecked August 20, 2026

    The pick for: Investors who want returns and dividends tracked free, without the tax reporting.

    Share tracking with returns, dividends and a social layer.

    Strong at

    • Good returns and dividend tracking.
    • An active community.
    • A generous free plan.

    Where it stops

    • One asset class.
    • No tax reports.
    • Nothing about property, debt or the household.
  4. Portfolio Performance

    Freechecked August 20, 2026

    The pick for: People who want portfolio tracking that stays on their own machine.

    Free, open source portfolio tracking that runs on your own machine and keeps the file on your disk.

    Strong at

    • Free and open source.
    • Nothing leaves your machine.
    • Detailed performance measurement.

    Where it stops

    • You maintain it yourself.
    • No property, debt or household modelling.
    • A steep start for anyone not comfortable with the tooling.
  5. Kubera

    $250 a year USDchecked August 20, 2026

    Best for: People holding many hard to price assets who want live links and one total.

    Broad asset coverage and multi-currency net worth, kept current by links to banks, brokers and crypto accounts.

    Strong at

    • Very wide asset coverage, including hard to price items.
    • Account links in many countries.
    • A beneficiary handover tool.

    Where it stops

    • It records a balance without recording who owns the asset.
    • It cannot project your net worth into the future.
    • No budgeting, and no free plan.
  6. Finary

    $64 a year USDchecked August 20, 2026

    Best for: European investors who want linked accounts and a clean total.

    Linked accounts and a well-made net worth view, strongest in Europe.

    Strong at

    • Strong account connection coverage in Europe.
    • A clear, well-designed net worth view.
    • A usable free plan.

    Where it stops

    • Absent on ownership and on entities.
    • No real forecasting.
    • Coverage thins outside Europe.
    EUR 54.99 a year, converted on August 19, 2026Finary pricingFinary vs WealthScout
  7. CompiledSanity

    $7 once USDchecked August 20, 2026

    Best for: People who want to own the file outright and change any formula in it.

    A comprehensive personal wealth spreadsheet covering net worth, property, shares, debt and retirement, bought once and owned.

    Strong at

    • Bought once, owned forever, updates included.
    • Every formula is open to change.
    • Covers a lot of ground for a few dollars.

    Where it stops

    • A sheet of formulas cannot hold multiple entities and their tax.
    • Rules change every year and the sheet does not.
    • You maintain it.
    AUD $10 once, converted on August 19, 2026CompiledSanity pricingCompiledSanity vs WealthScout

Questions people ask

What is the closest free alternative to Sharesight?
getquin for tracking returns and dividends, or Portfolio Performance if you want it running locally. Neither produces tax reports.
Can any of these do Australian tax reports?
Sharesight does. WealthScout gives factual realised gains and investment income summaries and does not claim to produce tax reports or lodgement mapping.
Which handles property properly?
WealthScout, which keeps the value, mortgage, rent, running costs and ownership in their own fields. Sharesight holds a property only as a custom item.

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Sources for this page

WealthScout wrote this page on August 20, 2026from each product’s own public pricing and feature pages. Prices are shown in US dollars, converted where the product charges in another currency. Products change what they charge and what they do. WealthScout has no link to any product named here, and product names belong to their owners.