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Head-to-head · Investment Tools

Sharesight vs Portfolio Performance

  • 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
Portfolio Performance #2 in Investment Tools 9.1/10 Free plan Free plan✓ 0 of 5 features Visit site

Sharesight leads on 0 checks, Portfolio Performance 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 trialonly Sharesight

Sharesight scores higher on our rubric for investment tools: 9.3 against 9.1 out of 10; our editors rank them #1 and #2.

Sharesight is the better fit for investors wanting broad portfolio and tax reporting. Portfolio Performance is the better fit for investors who want detailed free portfolio analysis.

  • Sharesight fits best

    Investors wanting broad portfolio and tax reporting

  • Portfolio Performance fits best

    Investors who want detailed free portfolio analysis

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 ↗ Portfolio Performance 9.1/10 Visit ↗
At a glance
Editor score 9.3 9.1
Ranking #1 in Investment Tools #2 in Investment Tools
Best for Investors wanting broad portfolio and tax reporting Investors who want detailed free portfolio analysis
Pricing model Free plan + paid Free
Starting price $7/mo Free plan
Free plan ✓ ✓
Free trial 14 days —
Deployment Cloud, Mobile Desktop
Platforms Web, iOS, Android Windows, macOS, Linux
Support Email, Live chat, Community, Docs Community, Docs
Integrations 200+ integrations 5 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business
Features Sharesight 0/5 · Portfolio Performance 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
  • Calculates TWR and IRR and provides performance and risk dashboards
  • Tracks transactions, taxes, fees, dividends, and acquisition costs
  • Supports allocation analysis, rebalancing, and multiple asset types
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
  • Desktop deployment means it is not a web-based portfolio tool
  • Portfolio data is stored locally, so cross-device access is not built in
  • Price imports rely on supported providers such as Yahoo Finance and CoinGecko
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 →

Portfolio Performance is a free, open-source desktop application for investors who want to record transactions and examine portfolio returns, risk, and allocation. It supports securities, cryptocurrencies, commodities, and currencies, as…

Read the review →
  1. SharesightInvestment Tools 9.3Free plan · 14-day trial
  2. Portfolio PerformanceInvestment Tools 9.1Free plan

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

  • Portfolio Performance — where it wins

    • Calculates TWR and IRR and provides performance and risk dashboards
    • Tracks transactions, taxes, fees, dividends, and acquisition costs
    • Supports allocation analysis, rebalancing, and multiple asset types

    Where it doesn't

    • Desktop deployment means it is not a web-based portfolio tool
    • Portfolio data is stored locally, so cross-device access is not built in
    • Price imports rely on supported providers such as Yahoo Finance and CoinGecko
  • 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 →
  • Portfolio Performance9.1/10 · Free plan

    Detailed, multi-asset portfolio analysis in a free desktop application.

    Visit siteFull 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