Analyze Portfolio vs Sharesight
Sharesight and Analyze Portfolio both track portfolios, but they're optimized for different jobs. Sharesight's core strength is performance and tax reporting — annualized returns, dividend histories, and tax-ready reports, with broker import support. Analyze Portfolio's core strength is what happens after you look at your returns: researching what you own, with every number traceable to an SEC filing instead of a data vendor's estimate.
Sharesight is likely the better fit if you…
- Need tax reporting (capital gains, income reports) as a primary feature
- Want automated broker import as the center of your workflow
- Track performance across many international markets as your main job-to-be-done
Analyze Portfolio is likely the better fit if you…
- Read filings — or want to start — and want every number linked to its source
- Want as-reported financials, peer comps, and a screener across 3,500+ US companies built from SEC XBRL, not vendor estimates
- Want filing-grounded research answers with citations, plus operating models that update as new filings land
- Want a free tier for straightforward multi-currency tracking
The bottom line
If your priority is tax paperwork, use Sharesight. If your priority is understanding the companies you own — from the primary source — that's exactly what Analyze Portfolio is built for.
See it with real data
Browse the public company pages — as-reported financials for 3,500+ US companies — or start tracking free. No card required.
Start freeThird-party product names are trademarks of their respective owners; they don’t endorse this page. Their features and pricing change — verify on their site. This comparison reflects our understanding and, yes, our point of view. Informational only — not investment advice.