Sharesight vs Simply Wall St
A detailed comparison to help you choose the right tool in 2026.
Sharesight
Automated portfolio tracking with dividend and tax reporting for international investors
Free plan available
Simply Wall St
Visual Stock Analysis — Make Informed Investment Decisions
Free plan available
Feature Comparison
| Feature | Sharesight | Simply Wall St |
|---|---|---|
| Multi-broker sync | ✓ | ✓ |
| Performance tracking | ✓ | ✓ |
| Dividend tracking | ✓ | ✓ |
| Tax reporting | ✓ | ✗ |
| Asset allocation view | ✓ | ✓ |
| Benchmark comparison | ✓ | ✓ |
| Mobile app | ✓ | ✓ |
| Data export | ✓ | ✓ |
| Starting Price | Free | Free |
Sharesight Pros & Cons
Pros
- + Best-in-class dividend tracking and reinvestment accounting
- + Multi-currency support across 60+ global exchanges
- + Tax reports tailored to five major jurisdictions
- + Automatic trade import from 200+ brokers eliminates manual work
- + Clean interface with deep reporting suite
- + Investopedia-recognized as best DIY portfolio tracker (2025)
Cons
- − Free tier limited to 10 holdings including sold positions
- − End-of-day pricing only -- no real-time data
- − No charting or technical analysis tools
- − US broker integrations less complete than AU/NZ
- − Limited support for alternative assets beyond publicly traded securities
- − No phone support available
Simply Wall St Pros & Cons
Pros
- + Snowflake visualization makes fundamental analysis intuitive and fast
- + Global coverage across 90+ markets — far beyond US-centric competitors
- + Affordable at $120/year compared to Morningstar, Seeking Alpha, and Koyfin
- + Portfolio tracker calculates true returns including dividends and currency impact
- + Open-source analytical model published on GitHub for full transparency
- + Institutional-grade S&P Global data powers all reports
- + Mobile apps rated 4.6 stars with full feature parity
Cons
- − Not useful for day traders or short-term swing traders — no real-time data
- − DCF models use generic assumptions with no user customization
- − Free tier is very restrictive (5 reports/month, 10 holdings)
- − No options, futures, bonds, or preferred stock coverage
- − Analysis depth falls short of advanced platforms like Stock Rover or Koyfin
- − Auto-renewal billing practices have drawn Trustpilot complaints
- − Scoring algorithm applies uniformly across industries without sector-specific adjustments
Our Take
Sharesight: Sharesight is the strongest portfolio tracker available for dividend investors and international portfolios. Its automated trade imports, multi-currency performance calculations, and jurisdiction-specific tax reports eliminate the spreadsheet burden that plagues self-directed investors managing holdings across multiple brokers and countries. The interface is clean, the reporting is deep, and the free tier is genuinely useful for small portfolios. It falls short on alternative assets and active trading use cases, but for buy-and-hold investors who need accurate performance and tax data, no single competitor delivers this combination at this price point.
Simply Wall St: Simply Wall St is the most accessible visual stock analysis platform available to retail investors. Its Snowflake visualization genuinely simplifies fundamental research, and the combination of 120,000-plus global stocks, institutional-grade S&P Global data, and an open-source analytical model creates real value — particularly at $120/year for Premium. The platform is not built for advanced analysts who need deep customization or real-time data, but for long-term investors who want to understand what they own without drowning in spreadsheets, nothing in its price range competes on clarity.
Pricing Comparison
Sharesight Pricing
Sharesight's freemium model provides a genuinely functional free tier — 10 holdings, one portfolio, and access to core performance tracking. For index fund investors holding a handful of ETFs, the free plan may be sufficient indefinitely. Beyond that, paid plans scale by holdings and portfolios: Starter ($9.33/month or $7/month annually) covers 30 holdings; Standard ($24/month or $18/month annually) unlocks unlimited holdings, four portfolios, and advanced tax and diversity reports; Premium ($31/month or $23.25/month annually) adds 10 portfolios, 10 custom groups, and priority support. Annual billing saves roughly 25%. A Business plan at $13.50 per portfolio per month serves accountants and advisors. Compared to competitors, Sharesight sits in the mid-range — more expensive than free alternatives like Empower, but cheaper than Kubera's $249/year for a single-purpose net worth tracker. The key value inflection is the Standard plan, where unlimited holdings and tax reports unlock the platform's core differentiation.
Simply Wall St Pricing
Simply Wall St uses a freemium model with three tiers. The Free plan ($0) provides five company reports per month, one portfolio with ten holdings, and limited screener access — functional for evaluation but impractical for ongoing use. Premium ($120/year, approximately $10/month) unlocks 30 reports per month, three portfolios with 30 holdings each, three saved screeners, brokerage linking, and priority alerts. Unlimited ($180/year, approximately $20/month) removes report caps, expands to five portfolios with unlimited holdings, adds ten saved screeners, and enables Excel and PDF export. All paid plans carry a 14-day money-back guarantee and bill annually — there is no monthly billing option prominently offered. Relative to competitors, Simply Wall St is the most affordable visual analysis platform: Morningstar charges $199-249/year, Stock Rover starts at $179/year, and Seeking Alpha Premium costs $299/year. The $60 gap between Premium and Unlimited is small enough that Unlimited represents the better value for active users, while Premium can feel like a constrained middle tier designed to push upgrades.
What Users Say
Sharesight
User sentiment toward Sharesight is positive overall, with particularly strong endorsement from Australian and New Zealand investors. On Trustpilot (4.0/5, 541 reviews), 68% of ratings are five stars, with users praising responsive customer support and time saved on tax preparation — one reviewer called it "the best share software in NZ and Australia." ProductReview.com.au (4.0/5, 150 reviews) echoes this, with users highlighting accurate CGT reports and easy broker auto-imports. Benzinga rates the platform 4.5/5. The negative themes are consistent across platforms: pricing feels steep for smaller investors, the no-refund policy on annual plans frustrates some users, and the mobile apps lag behind the web experience. Capterra (3.3/5, 3 reviews) shows a notably lower score, though the tiny sample size limits its significance. The value-for-money rating of 2.5/5 on Capterra reflects a recurring concern — Sharesight delivers excellent functionality, but investors with smaller portfolios question whether the cost is proportional to the benefit.
Simply Wall St
User sentiment across review platforms is strongly positive with a clear pattern: investors praise the visual experience and value for money while flagging data limitations and billing friction. On Trustpilot (4.3/5, 4,834 reviews), 88% of ratings are four or five stars, with reviewers calling the platform "clear, professional and precise" and noting that "visualisations and layout are perfect." The 3% one-star reviews concentrate on auto-renewal complaints and portfolio tracking limitations — particularly the inability to track bonds, treasuries, and preferred stocks. On G2 (4.5/5, 12 reviews), users highlight the intuitive interface and Snowflake visualization, though some mention a learning curve for new users. App store ratings sit at 4.6/5 across iOS and Android, reflecting strong mobile execution. On Reddit, sentiment is mixed but generally favorable — users acknowledge the platform's value for visual learners while noting that data can display one day late and auto-generated news articles are not always accurate. The founder's active Reddit presence is viewed positively, adding a layer of transparency uncommon among fintech platforms.
Choose Sharesight if...
- → Dividend investors and international portfolio holders needing automated tax reporting
- → Sharesight is built for long-term buy-and-hold investors who want accurate performance and tax data without maintaining spreadsheets. If you hold dividend-paying stocks or ETFs and need automated tracking of reinvestment plans, franking credits, or withholding tax across jurisdictions, this platform handles it better than any competitor we have tested. International investors managing multi-currency portfolios across multiple brokers benefit most — the automatic trade imports and multi-exchange coverage eliminate hours of manual reconciliation. Investors in Australia, New Zealand, the UK, Canada, and the US gain particular value from jurisdiction-specific tax reports that simplify end-of-year filing.
Choose Simply Wall St if...
- → Long-term investors who want visual, fundamental stock analysis across global markets
- → Simply Wall St is built for long-term investors who think visually and want to understand a company's fundamentals without wading through dense spreadsheets. If you hold stocks for months or years and care more about valuation, financial health, and dividend sustainability than about intraday price action, this platform fits naturally into your workflow. Beginner and intermediate investors benefit most — the Snowflake provides instant context that would take hours to assemble manually. Global investors will appreciate the 90-market coverage, which far exceeds the US-centric focus of most competitors. Dividend-focused portfolios gain dedicated yield analysis and income forecasting. And anyone managing multiple brokerage accounts will value the consolidated portfolio tracker with true return calculations across currencies.
Frequently Asked Questions
What is the main difference between Sharesight and Simply Wall St?
Sharesight is best known for: Automated portfolio tracking with dividend and tax reporting for international investors. Simply Wall St focuses on: Visual Stock Analysis — Make Informed Investment Decisions.
Which is cheaper, Sharesight or Simply Wall St?
Sharesight offers a free tier. Simply Wall St also offers a free tier.
Can I use Sharesight and Simply Wall St together?
Yes, many traders use both tools as they serve complementary purposes. Sharesight excels at automatic trade and dividend import from 200+ brokers, while Simply Wall St is strong in snowflake visual analysis across 5 fundamental dimensions (30 checks).