Product comparison

Sharesight vs WealthScout: features and differences

Compare Sharesight and WealthScout for investments, tax reports, property, debt and household plans.

Checked: July 26, 2026
Written by: WealthScout

Short answer

Sharesight suits investors who want broker links, investment reports and its current tax tools. WealthScout suits households that also need property, cash, debt, income, spending and plans in one record. Sharesight does not track debt and records property as a custom item, so WealthScout covers more of the household.

Which product fits your needs?

WealthScout suits you if

You want the full household position, not an asset-only view.
You want set fields for property, mortgages, loans and ownership.
You want plans to use the same figures as your current reports.
You want to check each file import before it changes your records.

Sharesight suits you if

Your main need is an investment portfolio tracker.
You need a supported broker link now.
You need one of its current tax reports now.
You need its mobile app now.

What each product does

Both track shares and ETFs with trades, dividends, cost records and performance, and both import share files. The table holds the questions where the two answers differ. Plan, country and release limits may change what you can use.Notes and sources for this comparison

Question	WealthScout	Sharesight
Will my trades arrive from a broker link?	No. You import CSV or Excel files and check each trade before it posts.	Yes. Broker links, trade confirmation emails, file imports and manual entry.
Can I track a mortgage or any other debt?	Yes. Mortgages, loans and other debts sit in the household record with cash.	No. Sharesight states that it does not track debts. It does track cash accounts.
Does a property get its own record, with rent and costs?	Yes. Set fields hold the value, mortgage, rent, costs and ownership.	No. A property goes in as a custom investment with a value you update by hand.
Can I get a tax report for my country?	Partly. Share tax reports use released rules, and only for supported countries.	Yes. Reports follow the tax home set for each portfolio and the plan you hold.
Will a plan use the figures I already keep?	Yes. Each plan starts from the latest confirmed household snapshot.	Partly. Future income and drawdown reports cover the investment portfolio on some plans.
Can I sign up today?	No. Early access opens country by country.	Yes. Sign-up is open through its public service.

Will my trades arrive from a broker link?: WealthScout
No. You import CSV or Excel files and check each trade before it posts.
Sharesight
Yes. Broker links, trade confirmation emails, file imports and manual entry.
Can I track a mortgage or any other debt?: WealthScout
Yes. Mortgages, loans and other debts sit in the household record with cash.
Sharesight
No. Sharesight states that it does not track debts. It does track cash accounts.
Does a property get its own record, with rent and costs?: WealthScout
Yes. Set fields hold the value, mortgage, rent, costs and ownership.
Sharesight
No. A property goes in as a custom investment with a value you update by hand.
Can I get a tax report for my country?: WealthScout
Partly. Share tax reports use released rules, and only for supported countries.
Sharesight
Yes. Reports follow the tax home set for each portfolio and the plan you hold.
Will a plan use the figures I already keep?: WealthScout
Yes. Each plan starts from the latest confirmed household snapshot.
Sharesight
Partly. Future income and drawdown reports cover the investment portfolio on some plans.
Can I sign up today?: WealthScout
No. Early access opens country by country.
Sharesight
Yes. Sign-up is open through its public service.

An investment portfolio is not the whole household

Sharesight starts with investments. WealthScout starts with the household. It keeps shares, property, cash, debt, retirement, income and spending in one record.

This gives you one current position for reports and plans. You do not have to join an investment report to a separate property, debt or planning file.

WealthScout keeps property and debt in set fields

Sharesight can hold a property as a custom investment, but you must update its value by hand. It does not track debts.

WealthScout keeps property values, mortgages, rent, costs and ownership in set fields. It also keeps loans and other debts in the same household record.

WealthScout turns current records into plans

WealthScout starts each plan from the latest confirmed household snapshot. A plan can use the same shares, property, cash, debt, income and spending figures as the current reports.

Sharesight offers future income and drawdown reports for investments on some plans. It does not build a full household plan from an asset-and-debt record.

Check imports before they change your records

WealthScout accepts supported CSV and Excel share files. It matches the fields, checks each row and shows the trades before it adds them.

Sharesight also supports broker links, trade emails, files and manual entry. Whichever tool you use, keep the old record until the trades, income and costs match.

Check each supported market and security type.
Check how the product treats transfers, splits and income.
Check the tax year, cost method and local report fields.
Keep a raw export from the old service.

Common questions

What is the main difference between Sharesight and WealthScout?

Sharesight centres on investment tracking and tax reports. WealthScout also keeps property, debt, retirement, income, spending and plans. Sharesight does not track debt and records property as a custom investment.

Can WealthScout import a Sharesight export?

WealthScout can import supported CSV and Excel trade data. We will not publish a Sharesight transfer guide until that file format passes repeat tests.

Which product is better for property owners?

WealthScout gives property owners more. It keeps values, mortgages, rent, costs and ownership in set fields. Sharesight can only hold property as a custom investment with a value you update by hand.

Which product is better for investment tax reports?

Choose the report that fits your country and assets. Sharesight offers several tax reports. Each portfolio's tax home sets its rules. WealthScout releases tax rules by country and keeps the tax owner in the full household record.

Build one record for your whole household

Join the waitlist. We will email you when WealthScout opens in your country.