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Head-to-head · Investment Tools

Sharesight vs Exirio

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Sharesight #1 in Investment Tools 9.3/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit Sharesight
Exirio #6 in Investment Tools 8.7/10 Free plan · 30-day trial Free planFree trial✓ 0 of 5 features Visit Exirio

Sharesight leads on 0 checks, Exirio on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSharesight · 9.3/10
  • Free planboth
  • Free trialboth

Sharesight scores higher on our rubric for investment tools: 9.3 against 8.7 out of 10; our editors rank them #1 and #6.

Sharesight is the better fit for investors wanting broad portfolio and tax reporting. Exirio is the better fit for investors tracking alternatives alongside securities.

  • Sharesight fits best

    Investors wanting broad portfolio and tax reporting

  • Exirio fits best

    Investors tracking alternatives alongside securities

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Sharesight 9.3/10 Visit ↗ Exirio 8.7/10 Visit ↗
At a glance
Editor score 9.3 8.7
Ranking #1 in Investment Tools #6 in Investment Tools
Best for Investors wanting broad portfolio and tax reporting Investors tracking alternatives alongside securities
Pricing model Free plan + paid Free plan + paid
Starting price $7/mo $89/yr
Free plan ✓ ✓
Free trial 14 days 30 days
Free trial length 14 days · no card needed 30 days · no card needed
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Live chat, Community, Docs Email, Docs · 24/7
Compliance SOC 2, GDPR, 2FA GDPR, 2FA
Integrations 200+ integrations 12,000+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Sharesight 0/5 · Exirio 0/5
Account sync Not checked yet Not checked yet
Investment research Not checked yet Not checked yet
Stock screener Not checked yet Not checked yet
Dividend tracking Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Specs
Supported assets Not checked yet Not checked yet
Our review
Pros
  • Combines performance, tax, allocation, risk and benchmark reporting
  • Supports broker connections, uploads and manual trade entry
  • Web, iOS and Android access, plus 200 integrations
  • Tracks securities, crypto, real estate, private investments and more
  • Analyzes historical performance, allocation and investment risk
  • Connects institutions or accepts manual and CSV uploads
Cons
  • Free is limited to 1 portfolio, 10 holdings and 1 custom group
  • Starter is capped at 30 holdings, including closed holdings
  • Mobile access is read-only for portfolios
  • Starter allows one external institution connection
  • Starter is ad-supported
  • Automatic dividend tracking and full investment history require Premium
Our verdict

Sharesight brings portfolio tracking and reporting together for individual investors, accountants, financial advisors and family offices. It can track stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with…

Read the review →

Exirio brings investments, cash, debts and other assets into a wealth-tracking application for individual investors, financial advisors and asset managers. Its scope includes securities, crypto, real estate, private investments, retirement…

Read the review →
  1. SharesightInvestment Tools 9.3Free plan · 14-day trial
  2. ExirioInvestment Tools 8.7Free plan · 30-day trial

Strengths and trade-offs

  • Sharesight — where it wins

    • Combines performance, tax, allocation, risk and benchmark reporting
    • Supports broker connections, uploads and manual trade entry
    • Web, iOS and Android access, plus 200 integrations

    Where it doesn't

    • Free is limited to 1 portfolio, 10 holdings and 1 custom group
    • Starter is capped at 30 holdings, including closed holdings
    • Mobile access is read-only for portfolios

  • Exirio — where it wins

    • Tracks securities, crypto, real estate, private investments and more
    • Analyzes historical performance, allocation and investment risk
    • Connects institutions or accepts manual and CSV uploads

    Where it doesn't

    • Starter allows one external institution connection
    • Starter is ad-supported
    • Automatic dividend tracking and full investment history require Premium
  • Sharesight9.3/10 · Free plan · 14-day trial

    Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.

    Visit SharesightFull verdict →
  • Exirio8.7/10 · Free plan · 30-day trial

    Multi-asset tracking pairs performance, allocation and risk analysis with connected or manual data.

    Visit ExirioFull verdict →

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update