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 3,700+ US-listed 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 3,700+ US-listed 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. Last reviewed: July 2026.