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Head-to-head · Investment Tools

Sharesight vs Wealthfolio

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks 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
Wealthfolio #7 in Investment Tools 8.6/10 Free plan Free plan✓ 0 of 5 features Visit Wealthfolio

Sharesight leads on 0 checks, Wealthfolio on 1, and 1 is even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSharesight · 9.3/10
  • Lowest starting priceWealthfolio · $2.99/user/mo
  • Free planboth
  • Free trialonly Sharesight

Sharesight scores higher on our rubric for investment tools: 9.3 against 8.6 out of 10; our editors rank them #1 and #7.

Wealthfolio is cheaper to start at $2.99/mo against $7/mo.

Sharesight is the better fit for investors wanting broad portfolio and tax reporting. Wealthfolio is the better fit for budget-conscious investors who want self-hosting.

  • Sharesight fits best

    Investors wanting broad portfolio and tax reporting

  • Wealthfolio fits best

    Budget-conscious investors who want self-hosting

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 ↗ Wealthfolio 8.6/10 Visit ↗
At a glance
Editor score 9.3 8.6
Ranking #1 in Investment Tools #7 in Investment Tools
Best for Investors wanting broad portfolio and tax reporting Budget-conscious investors who want self-hosting
Pricing model Free plan + paid Free plan + paid
Starting price $7/mo $2.99/user/mo (best)
Free plan ✓ ✓
Free trial 14 days —
Deployment Cloud, Mobile Self-hosted, Desktop, Mobile
Platforms Web, iOS, Android Web, Windows, macOS, Linux, iOS
Support Email, Live chat, Community, Docs Email, Docs
Integrations 200+ integrations 1 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business
Features Sharesight 0/5 · Wealthfolio 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 performance, benchmarks, allocation, risk, dividends, and tax lots
  • Free local app plus web, desktop, mobile, and self-hosted options
  • Includes goals, retirement projections, and rebalance planning
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
  • Brokerage synchronization requires the optional paid Wealthfolio Connect service
  • SnapTrade is the only listed integration
  • Plus is displayed as coming soon
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 →

Wealthfolio is an open-source investment tracker and personal finance application for individual investors and households. It brings holdings, investment accounts, portfolio performance, allocation, income, net worth, spending, goals, and…

Read the review →
  1. SharesightInvestment Tools 9.3Free plan · 14-day trial
  2. WealthfolioInvestment Tools 8.6Free 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

  • Wealthfolio — where it wins

    • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
    • Free local app plus web, desktop, mobile, and self-hosted options
    • Includes goals, retirement projections, and rebalance planning

    Where it doesn't

    • Brokerage synchronization requires the optional paid Wealthfolio Connect service
    • SnapTrade is the only listed integration
    • Plus is displayed as coming soon

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update