---
title: Sharesight vs WealthScout: features and differences
url: https://wealthscout.app/compare/sharesight-vs-wealthscout
checked: 2026-08-20
---

# Sharesight vs WealthScout: features and differences

> Sharesight tracks a share portfolio and produces share tax reports for your country. WealthScout tracks the same shares with prices that update automatically, and also records your property, mortgage, cash and debt, then projects all of it over time to estimate when you could retire. Sharesight does not track debt, and a property is entered as a custom item you revalue manually.

Checked 2026-08-20. Source: https://wealthscout.app/compare/sharesight-vs-wealthscout

## Verdict

Pick Sharesight if you only need to track shares and you need share tax reports for your country. Pick WealthScout if your shares are one part of what you own, and you want your property, mortgage and cash projected alongside them.

- **WealthScout is best for:** People who want their shares recorded and projected alongside property and debt.
- **Sharesight is best for:** Investors who want detailed share tax reports for their own country.

## What both do

Both track shares and ETFs with trades, dividends, cost bases and performance, both price holdings automatically, and both import broker files.

## Pricing

- **WealthScout.** $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..
- **Sharesight.** $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..

## Feature by feature

| Question | WealthScout | Sharesight |
| --- | --- | --- |
| Do my share prices update automatically? | Yes — Prices update automatically during the trading day, so each holding is valued at the current market price. | Yes — Prices update daily across the markets it supports. |
| Can I track a mortgage or any other debt? | Yes — Mortgages, loans, credit cards and cash are all tracked, and all are used in the projection. | No — Sharesight states that it does not track debts. It does track cash accounts. |
| Do my trades import from a broker connection? | No — You import CSV or Excel files and check each trade before it posts. | Yes — Broker connections, trade confirmation emails, file imports and manual entry. |
| Can I record a property with its rent and running costs? | Yes — WealthScout records the value, the mortgage, the rent and each running cost separately. | No — A property goes in as a custom investment with a value you update by hand. |
| Will the forecast use the figures I already track? | Yes — Your projection uses the figures you already track, so there is nothing to retype. | Partly — Future income and drawdown reports cover the investment portfolio on some plans. |
| Can WealthScout replace Sharesight's tax reports? | No — WealthScout provides factual realised-gains and investment-income summaries, not jurisdiction tax reports. | Yes — Reports follow the tax home set for each portfolio and the plan you hold. |
| Does it calculate the tax of taking money out of a trust, company or retirement account? | Yes — Every asset belongs to an owner, and the projection calculates tax on returns and again when money is paid out. | No — Holdings are grouped into portfolios, each with its own tax home. Trusts, companies and retirement structures are not treated as owners. |

## Choose Sharesight when

- 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.

## Choose WealthScout when

- You want your shares recorded alongside your property, mortgage and cash.
- You want property, mortgages, loans and owners recorded in their own fields.
- You want the projection to use the figures you already track.
- You want to check each imported trade before it is saved.

## Where WealthScout falls short

Access and tax rules vary by country. Keep your old tax reports until your WealthScout import and summaries line up with them.

## Sharesight tracks shares only

Sharesight records shares and nothing else. For many people the property is worth more than the share portfolio and the mortgage is the largest debt, and neither appears anywhere in a Sharesight report.
WealthScout records your shares, property, cash, debt and retirement accounts, along with your income and spending, and projects all of it together. You do not need to combine a portfolio report with a separate property spreadsheet to see your total position.

## Property and debt get proper treatment

Sharesight can record a property as a custom investment, but you revalue it manually and it is held as a single figure. Sharesight does not track debt at all, so if you have a mortgage the largest liability is missing.
In WealthScout, a property has its value, its mortgage, its rent, its running costs and its legal owner. Change the rent or the interest rate and the app recalculates the return on that property, before tax and after tax.

## WealthScout also projects your wealth over time

WealthScout builds the projection from the figures you already track, so you do not retype anything and the projection does not become out of date the week after you build it.
Add a career break, a move or school fees to the timeline, and see how the estimated retirement year changes. Sharesight offers future income and drawdown reports for the share portfolio on some plans, covering the portfolio only.

## You check every imported trade before it is saved

Export a file from your broker and upload it. WealthScout matches the columns whichever broker produced the file, so any broker works, and it lists the trades for you to check before saving them. After that it updates the price of each holding automatically.
Sharesight also accepts broker connections, trade confirmation emails, files and manual entry. Whichever tool you move to, keep your old reports until the trades, income and costs match.

- Check each market and security type you hold.
- Check how transfers, splits and income are treated.
- Check the tax year, the cost method and the local fields.
- Keep a raw export from the old service.

## Questions

**What is the main difference between Sharesight and WealthScout?**

Sharesight tracks shares and produces share tax reports. WealthScout tracks the same shares with prices that update automatically, and also records property, debt, retirement accounts, income and spending, then projects all of it over time. Sharesight does not track debt, and stores a property as a custom item.

**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. A property has its value, its mortgage, its rent, its running costs and its legal owner, and the app calculates the return on it. Sharesight can only record a property as a custom investment with a value you update manually.

**Which product is better for investment tax reports?**

Sharesight. If you need your country's share tax reports, WealthScout does not replace them. WealthScout produces factual summaries of realised gains and investment income, and records an owner for every holding, but it does not produce tax reports.

## Sources

- Sharesight plans and access
- Sharesight reports
- Sharesight asset support
- Sharesight tax setup