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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.proSharesight
Monthly price£9/mo (~$11), 7-day free trial$7–$23/mo (annual billing)
Free / trial7-day free trial, cancel anytimeFree up to 10 holdings
Company fundamentalsIncome, balance sheet & cash flow built inLimited; focus is performance & tax
Portfolio trackingYes — holdings, allocation, performanceYes — strong tax & dividend reporting
Market newsBuilt-in news feedLimited
Broker connection requiredNo — manual or CSV, you keep your dataOptional broker imports
Best forA calm weekly review of holdings + fundamentals in one placeDetailed 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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