Sharesight vs Stock Rover
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
Stock Rover
Deep fundamental analysis and stock screening for value investors
Free plan available
Feature Comparison
| Feature | Sharesight | Stock Rover |
|---|---|---|
| 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
Stock Rover Pros & Cons
Pros
- + Deepest fundamental data available for retail investors — 650+ metrics
- + Portfolio analytics rival professional terminals at a fraction of the cost
- + Affordable pricing starting at $7.99/month with a usable free tier
- + 150+ pre-built screeners cover every major investment strategy
- + Brokerage integration supports 1,000+ brokerages via Yodlee
Cons
- − US and Canadian stocks only — no international market coverage
- − No dedicated mobile app — HTML5 responsive on Premium tiers only
- − Steep learning curve due to information density and 650+ metrics
- − No real-time data — unsuitable for day trading or intraday decisions
- − Phone support requires $50/year add-on on top of annual subscription
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.
Stock Rover: Stock Rover is the most comprehensive fundamental screening and portfolio analysis platform available to retail investors at its price point. With 650+ metrics, 150+ pre-built screeners, institutional-grade portfolio analytics, and pricing starting at $7.99 per month, it delivers genuine value for US-focused value investors, dividend portfolios, and growth strategies. The learning curve is real and the US-only coverage is a hard constraint, but for investors who fit its target profile, no single competitor matches this combination of depth and affordability.
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.
Stock Rover Pricing
Stock Rover's pricing is among the most competitive in the fundamental analysis space. The free tier provides basic screening with five years of historical data — genuinely usable for casual research. Essentials at $7.99 per month (or $79.99 annually) adds 150+ metrics, 10 years of history, portfolio analysis, and charting. Premium at $17.99 per month ($179.99 annually) unlocks the full 650+ metrics, brokerage integration, research reports, and correlation analysis — this is the tier where the platform's core value becomes fully accessible. Premium Plus at $27.99 per month ($279.99 annually) adds equation screening, analyst ratings, guru strategies, and priority support — the best choice for power users building custom quantitative screens. A 14-day free trial requires no credit card, lowering the barrier to evaluation. Research reports are available as a separate add-on at $49.99 to $99.99 per year for annual subscribers. The main pricing caution is customer support: email-only support is standard, and phone support requires a Premium or Premium Plus annual subscription plus a $50 per year add-on — an unusual structure that may frustrate users who expect phone access at these price points. Relative to the market, Stock Rover's Premium Plus at $27.99 per month delivers more screening depth than Finviz Elite at $39.50 per month and more portfolio analytics than Morningstar Investor at $199 to $249 per year.
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.
Stock Rover
User sentiment across review platforms is strongly positive among expert reviewers but lacks the independent crowd-sourced volume found with larger platforms. Liberated Stock Trader awarded 4.37 out of 5 based on 92 structured tests, praising the screening depth and value investing tools. Great Work Life rated the platform 4.7 out of 5 after six years of real-world use. StockBrokers.com gave 4.0 out of 5, noting the learning curve as the primary drawback. Bullish Bears assigned 4.1 out of 5. On Trustpilot, Stock Rover has only two reviews — one flagging brokerage sync issues and another praising US stock analysis but criticizing slow performance from Europe — making the 3.0 average statistically meaningless. Stock Rover is not listed on G2 or Capterra, which limits independent user review data. Curated testimonials on the company's site include endorsements from professional investment managers, finance professors, and chief investment officers — several noting that the platform rivals tools costing five to ten times more. The recurring positive themes are data depth, screening flexibility, and customer support quality. The recurring negative themes are the learning curve, US-only coverage, and the absence of a mobile app.
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 Stock Rover if...
- → Value investors, dividend-focused portfolios, and growth investors who want deep fundamental screening
- → Stock Rover is best suited for self-directed investors who conduct their own fundamental research and take a medium-to-long-term view. If you are a value investor screening for undervalued stocks using metrics like price-to-Graham-number, margin of safety, or Piotroski F-Score, this platform was essentially built for your workflow. Dividend investors benefit from the 22 unique dividend metrics, income projections, and dividend safety indicators. Growth investors can leverage the ranked screening and equation tools to build customized filters that surface stocks matching precise criteria. Portfolio managers — whether professional or individual — who want to track performance across multiple brokerage accounts, run Monte Carlo simulations, and monitor rebalancing needs will find the analytics suite comprehensive and well-integrated. Users comfortable with data-dense interfaces and willing to invest time in learning the platform will extract outsized value relative to the subscription cost.
Frequently Asked Questions
What is the main difference between Sharesight and Stock Rover?
Sharesight is best known for: Automated portfolio tracking with dividend and tax reporting for international investors. Stock Rover focuses on: Deep fundamental analysis and stock screening for value investors.
Which is cheaper, Sharesight or Stock Rover?
Sharesight offers a free tier. Stock Rover also offers a free tier.
Can I use Sharesight and Stock Rover together?
Yes, many traders use both tools as they serve complementary purposes. Sharesight excels at automatic trade and dividend import from 200+ brokers, while Stock Rover is strong in 650+ fundamental and financial metrics.