stockportfolio.pro vs Sharesight
Sharesight is a well-established portfolio tracker focused on performance and tax reporting, popular with investors who want detailed dividend and capital-gains records. If you’re weighing Sharesight, here’s an honest side-by-side. stockportfolio.pro is a calm, single-screen workflow for long-term investors — holdings, allocation, fundamentals and news in one place for £9/month with a 7-day free trial.
| stockportfolio.pro | Sharesight | |
|---|---|---|
| Monthly price | £9/mo (~$11), 7-day free trial | $7–$23/mo (annual billing) |
| Free / trial | 7-day free trial, cancel anytime | Free up to 10 holdings |
| Company fundamentals | Income, balance sheet & cash flow built in | Limited; focus is performance & tax |
| Portfolio tracking | Yes — holdings, allocation, performance | Yes — strong tax & dividend reporting |
| Market news | Built-in news feed | Limited |
| Broker connection required | No — manual or CSV, you keep your data | Optional broker imports |
| Best for | A calm weekly review of holdings + fundamentals in one place | Detailed tax & dividend record-keeping |
Sharesight pricing: Free up to 10 holdings; paid tiers roughly $7–$23/month (billed annually). Prices change, so confirm on their site.
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No broker connection, cancel anytime. See your holdings, allocation and company fundamentals in minutes.
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