--- title: Sharesight alternatives: seven tools compared url: https://wealthscout.app/compare/guides/sharesight-alternatives checked: 2026-08-20 --- # Sharesight alternatives: seven tools compared > 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. Checked 2026-08-20. Source: https://wealthscout.app/compare/guides/sharesight-alternatives 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 someone whose wealth is mostly a house and a mortgage is asking Sharesight a question it was never built to answer. ## Sharesight **Top pick for:** Anyone who needs jurisdiction share tax reports at the end of the financial year. **Best for:** Investors who want detailed share tax reports for their own country. Mature investment reporting with broker links, dividend tracking and jurisdiction tax reports. **Strengths** - Broker links and trade confirmation imports. - Tax reports for several countries, including Australia. - Long history of dividend and performance reporting. **Limits** - It tracks shares. It does not track debt. - Property is a hand-updated custom item. - It answers nothing about the rest of your money. - **Pricing.** $76 a year (charged as AUD $9 a month, billed annually, converted 2026-08-19) — Basic is the entry paid plan. Tax reports sit on the plans above it, and the Australian tax pack costs extra again. Free plan: Free holds ten holdings in one portfolio.. Head to head: https://wealthscout.app/compare/sharesight-vs-wealthscout ## WealthScout **Top pick for:** People whose shares sit alongside property, debt and a retirement date. **Best for:** People holding more than one asset class, and often more than one owner. 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. **Strengths** - 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. **Limits** - 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. - **Pricing.** $99 a year — Plus is $99 a year, or $11.99 a month. One subscription per household, with no per-person charge. Free plan: Free has no time limit and asks for no payment. It includes one user, your complete current position, up to 10 share holdings in one supported market, one property and a current-trajectory projection.. ## getquin **Top pick for:** Investors who want returns and dividends tracked free, without the tax reporting. **Best for:** Investors who want returns, dividends and a community to compare with. Share tracking with returns, dividends and a social layer. **Strengths** - Good returns and dividend tracking. - An active community. - A generous free plan. **Limits** - One asset class. - No tax reports. - Nothing about property, debt or the rest of your money. - **Pricing.** Free, with a paid tier — getquin does not publish the price of its paid tier on its website. You see it in the app or the app store, and it varies by country, so we do not quote a figure we cannot source. Free plan: Free tracks a portfolio, its returns and dividends.. Head to head: https://wealthscout.app/compare/getquin-vs-wealthscout ## Portfolio Performance **Top pick for:** People who want portfolio tracking that stays on their own machine. **Best for:** People who want their data local, free and under their own control. Free, open source portfolio tracking that runs on your own machine and keeps the file on your disk. **Strengths** - Free and open source. - Nothing leaves your machine. - Detailed performance measurement. **Limits** - You maintain it yourself. - No property, debt or net worth modelling. - A steep start for anyone not comfortable with the tooling. - **Pricing.** Free — There is no paid plan and no account. You install it and keep the file. Free plan: The whole product is free and open source, and runs on your own machine.. Head to head: https://wealthscout.app/compare/portfolio-performance-vs-wealthscout ## Kubera **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. **Strengths** - Very wide asset coverage, including hard to price items. - Account links in many countries. - A beneficiary handover tool. **Limits** - 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. - **Pricing.** $250 a year — Essentials is $250 a year. Black, which adds ownership tags and nested portfolios, is $2,500 a year. There is no free plan. No free plan. Head to head: https://wealthscout.app/compare/kubera-vs-wealthscout ## Finary **Best for:** European investors who want linked accounts and a clean total. Linked accounts and a well-made net worth view, strongest in Europe. **Strengths** - Strong account connection coverage in Europe. - A clear, well-designed net worth view. - A usable free plan. **Limits** - Absent on ownership and on entities. - No real forecasting. - Coverage thins outside Europe. - **Pricing.** $64 a year (charged as EUR 54.99 a year, converted 2026-08-19) — Lite is the entry paid plan. Plus is EUR 149.99 a year and Pro is EUR 349.99. Free plan: Free links accounts and shows net worth.. Head to head: https://wealthscout.app/compare/finary-vs-wealthscout ## CompiledSanity **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. **Strengths** - Bought once, owned forever, updates included. - Every formula is open to change. - Covers a lot of ground for a few dollars. **Limits** - A sheet of formulas cannot hold multiple entities and their tax. - Rules change every year and the sheet does not. - You maintain it. - **Pricing.** $7 once (charged as AUD $10 once, converted 2026-08-19) — The Complete Edition is bought once and updates are included. You own the file. Free plan: A free Beginner Edition covers the basics.. Head to head: https://wealthscout.app/compare/compiledsanity-vs-wealthscout ## Questions **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. ## Sources - Product pricing and feature pages, checked on the date shown