Portfellow vs Sharesight
Compare Portfellow and Sharesight to find the best portfolio tracker for your investment needs. See how they stack up on features, integrations, and pricing.
Quick Comparison
See how the two platforms compare across key areas.
| Feature | Sharesight | Portfellow |
|---|---|---|
| Best For | Australian/NZ investors focused on dividend tracking and tax reporting for CGT calculations | Investors with diverse, global portfolios across multiple asset classes. |
| Asset Tracking | Stocks, ETFs, crypto. Limited support for bonds, real estate tracked as custom holdings | Stocks, ETFs, Crypto, Cash, Funds, Real-estate, Rentals, Deposits, Art, Collectibles, Ventures and more. |
| Liability Tracking | No dedicated liability tracking | Fully supported (mortgages, loans, short positions). |
| Data Import | CSV import, broker email forwarding, some broker integrations. Limited European bank support | Manual CSV imports for supported brokers. Powerful CSV/Excel/JSON imports with reusable logic & easy undo. |
| Multi-Currency | Good multi-currency with FX tracking, priced in AUD/NZD/USD | Freely change portfolio currency, transact in any currency including crypto and custom. |
| Portfolio Sharing | Basic sharing with linked accounts | Full support with granular view/edit permissions for family and advisors. |
| Tax Reporting | Strong Australian/NZ tax reporting with CGT calculations | compare.portfellow.taxReporting |
| Free Trial | Free tier with up to 10 holdings | Full-featured 14-day free trial for all plans. |
Which Platform is Right For You?
Both platforms have their strengths. Here's our honest assessment.
Portfellow
RecommendedBest for European investors who want comprehensive asset tracking, direct bank connections, and family portfolio management.
- Direct European bank integrations (2000+ connections)
- Track all asset classes including real estate and loans
- Family portfolio sharing with customizable permissions
- Euro-based pricing and EU-focused features
Sharesight
Best for Australian/NZ investors focused on dividend tracking and tax reporting.
- Strong Australian/NZ tax reporting features
- Excellent dividend tracking and forecasting
- Email trade confirmation forwarding
- Good for stocks and ETFs focused portfolios
Key Advantages of Portfellow
Complete Asset Coverage
Track real estate, bonds, loans, and alternative investments alongside stocks — not just securities.
European Bank Connections
Direct integrations with Nordic banks like Swedbank, LHV, and SEB for automatic portfolio syncing.
Family Portfolio Sharing
Share portfolio access with family members, advisors, or trusted individuals with customizable permissions.
Liability Tracking
Track loans, mortgages, and other liabilities to get a complete picture of your net worth.
Multi-Currency Native
Built for European investors with Euro pricing and comprehensive currency impact analysis.
True Performance
Calculate true returns including dividends, fees, and FX impact with XIRR, CAGR, and linear methodologies.
Detailed Comparison
Integrations & Import
Asset Classes
Analytics & Performance
Additional Features
Pricing & Plans
Which Platform Fits Your Needs?
Choose Portfellow if you:
- Are based in Europe and want direct bank connections
- Own real estate, bonds, or alternative investments
- Want to share portfolio access with family or advisors
- Need liability tracking for complete net worth view
- Prefer Euro-based pricing without currency conversion
Consider Sharesight if you:
- Are based in Australia or New Zealand
- Need detailed CGT tax reporting
- Focus primarily on stocks and ETFs
- Want email-based trade confirmation import