Sharesight Alternatives With True Multi-Currency Support (2026)

Disclosure: FlashFi is a competitor to the products mentioned.

Disclosure: FlashFi is one of the alternatives listed. This is our honest assessment based on publicly available information.

Sharesight is an excellent portfolio tracker. Its automated tax reporting is best-in-class for investors in Australia, New Zealand, the UK, and Canada. The dividend tracking is automatic, the broker import coverage is extensive, and the free tier gives you a functional product — not a demo. If you are based in one country, invest primarily in that country’s market, and want tax reports generated at the click of a button, Sharesight is hard to beat.

But Sharesight was designed for a specific type of investor: someone with a stable tax residency, investing primarily in one market, who values tax compliance automation above all else. If that description does not fit you — if you hold assets across multiple currencies, live abroad or move between countries, or want to track your full financial picture beyond just investments — you have probably run into the limitations that bring people to this page.

The most common reasons people look for Sharesight alternatives:

• Single base currency per portfolio. Each portfolio is locked to one currency based on its tax residency. You cannot change it after creation. If you relocate from Australia to the UK, your AUD-based portfolio stays AUD — you either create a separate GBP portfolio and duplicate your data, or live with the mismatch.
• No personal finance tracking. Sharesight is purely an investment tracker. It does not track bank accounts, debts, savings goals, or spending. Your net worth is incomplete if investments are only part of the picture.
• Holding limits push costs up. The free plan covers 10 holdings. The Starter plan caps you at 30 holdings in one portfolio. A diversified international investor with positions across multiple markets needs the Standard plan at $216/year for unlimited holdings — at which point cheaper alternatives with more features start looking attractive.
• Investment-only focus. No budgeting, no cash flow analysis, no debt tracking. If you want one app for your entire financial life, Sharesight requires a companion tool.

This guide covers seven alternatives that address one or more of these gaps, with a focus on multi-currency handling — the feature Sharesight users most often cite as their reason for switching.

Quick Comparison¶

Snowball Analytics¶

Snowball Analytics is the closest alternative to Sharesight for investors who care most about dividend tracking and portfolio analytics. It offers automatic dividend detection, a comprehensive dividend calendar, yield analysis, and income forecasting — features that made Sharesight popular in the first place — but adds rebalancing tools, backtesting capabilities, and broker connections to over 1,000 institutions that Sharesight lacks.

The multi-currency support is meaningful. Snowball tracks holdings across 30+ currencies and converts everything to your chosen base currency. While it does not offer FlashFi’s instant currency-switching, it handles international portfolios more flexibly than Sharesight’s one-base-currency-per-portfolio model.

Pricing: - Free — 1 portfolio, 10 holdings, 1 custom holding, dividend calendar, basic filters - Starter — $7.99/month or $79.99/year — unlimited holdings, brokerage linking, advanced rebalance tool, weekly emails, dividend rating - Investor — $14.99/month or $149.99/year — 10 portfolios, full benchmarking, portfolio reports, 10-year fundamentals, 30+ year backtests - Expert — $24.99/month or $249.99/year — unlimited portfolios, no restrictions

Annual billing saves approximately 16%.

Strengths: - Dividend tracking rivals Sharesight’s: automatic detection, calendar with upcoming payments and ex-dividend dates, yield analysis, and a dividend rating system that evaluates stability and growth potential - One-click portfolio rebalancing with target allocation percentages and specific buy/sell recommendations - Backtesting with 30+ years of historical data to evaluate how different allocations would have performed (Investor plan) - Connects to 1,000+ brokers worldwide via Yodlee and SnapTrade - Multi-currency support across 30+ currencies - Goal tracker for portfolio value or passive income targets - Company fundamentals and screening tools on paid plans - Free tier with dividend calendar included

Weaknesses: - Free tier is limited (10 holdings, 1 portfolio) — similar to Sharesight’s free plan - No personal finance tools — no cash accounts, debt tracking, budgeting, or net worth beyond investments - No tax reporting (some basic tax lot tracking, but nothing approaching Sharesight’s jurisdiction-specific reports) - Multi-currency is conversion-based, not the native multi-currency approach where you can switch base currency freely - Broker connections can be unreliable depending on institution and region - Expert tier at $250/year reaches Kubera-level pricing

Best for: Dividend-focused investors looking for Sharesight’s dividend tracking with added analytics, rebalancing, and backtesting — at comparable or lower pricing. The strongest like-for-like alternative on this list.

FlashFi¶

FlashFi approaches the multi-currency problem differently from every other tool on this list. Instead of locking portfolios to a base currency and converting foreign holdings, FlashFi stores every asset in its native currency and treats your home currency as a display preference. Switch from USD to EUR to GBP to THB with one click — your entire portfolio, including cash accounts and debts, recalculates instantly.

This architectural difference matters for people who move between countries. There is no “create a new portfolio when you relocate” workflow. There is no currency you are locked into. The entire concept of a base currency is replaced by a dynamic display currency.

The other major differentiator is the personal finance layer. FlashFi tracks cash accounts, savings, and debt across multiple currencies alongside your investments. Your net worth number includes everything — not just the brokerage portion.

Pricing: - Operator — $12/month ($144/year). Full investment tracking, personal finance tools, multi-currency, unlimited holdings. - Apex — $39/month ($468/year). Everything in Operator plus advanced analytics and portfolio insights. - No free tier. Monthly billing, cancel anytime.

Strengths: - True multi-currency from the ground up — the only tool on this list where base currency is a freely switchable display preference, not a structural constraint - Combines investment tracking with personal finance (multi-currency cash accounts, debt tracking, savings) - Net worth calculation that spans investments, cash, and debt across all currencies - Unlimited holdings on every plan — no 10-holding or 30-holding caps - Real-time FX rates via Tiingo for automatic currency conversion - Mobile-first web design optimized for checking finances on the go - Cheaper than Sharesight Standard ($144/yr vs $216/yr) for investors who need unlimited holdings

Weaknesses: - No tax reporting — if CGT reports are why you use Sharesight, FlashFi is not a replacement - No automatic dividend detection — dividends are recorded as manual transactions - No broker imports — all positions and transactions entered manually - No free tier - Market data coverage via Tiingo has gaps in some Asian and smaller European exchanges compared to Sharesight’s 60+ markets - Newer platform with a smaller user base - Web-only — no native iOS or Android apps

Best for: Digital nomads, expats, and internationally mobile professionals who are frustrated by Sharesight’s base currency lock-in and want one app that tracks investments, cash, and debt across all their currencies.

Exirio¶

Exirio is a Swiss-based wealth tracker supporting over 40 currencies and more than 11,000 financial institution connections across North America, Europe, and Switzerland. It occupies a middle ground between Sharesight’s investment-focused approach and broader wealth management tools — tracking stocks, ETFs, crypto, real estate, luxury items, private company investments, and more.

The Swiss domicile is more than branding. Swiss data privacy regulations provide a different level of protection compared to US-based aggregators, which matters to investors who are uncomfortable sharing financial data with services subject to US data requests.

Pricing: - Free — 1 institution connection, core tracking, ads - Premium — $10/month or $100/year — unlimited connections, full transaction history, dividend tracking, premium support. 30-day money-back guarantee.

Strengths: - Multi-currency tracking across 40+ currencies with daily FX updates - Bank and brokerage connections via Plaid and Salt Edge across 11,000+ institutions worldwide - Broader asset coverage than Sharesight: real estate, luxury items, art, collectibles, private company investments - Performance metrics including MWR, TWR, realized and unrealized gains, currency exposure - Automatic dividend tracking on Premium plan - Third-party access with view, edit, and emergency access roles for advisors or family - Native iOS and Android apps - Swiss data privacy standards

Weaknesses: - No tax reporting — cannot generate CGT reports for any jurisdiction - Smaller user community than Sharesight, with fewer third-party reviews and resources - Free tier is quite limited (1 connection, ads, limited transaction history) - Investment analytics are less deep than Sharesight’s contribution analysis or drawdown reports - Bank connections outside North America and Europe can be inconsistent - No budgeting or spending analysis

Best for: International investors who want multi-currency wealth tracking with bank connections, broader asset support than Sharesight, and Swiss privacy — at a competitive price point ($100/year vs Sharesight’s $216/year for unlimited holdings).

Finary¶

Finary is a European wealth management platform that has built a large user base — particularly in France — with its combination of bank synchronization, real estate tracking, budgeting tools, and investment analytics. It connects to over 20,000 banks and financial institutions, making it one of the most connected platforms available, especially in Europe.

What makes Finary stand out against Sharesight is the breadth of financial tracking. Beyond stocks and ETFs, it handles real estate with automated property valuations, precious metals, crypto, startup investments, and European-specific products like assurance-vie (French life insurance), PEA (French tax-advantaged equity savings), and SCPI (French real estate investment trusts). If you are a European investor, Finary speaks your language — literally and financially.

Pricing: - Free — 2 account connections, basic tracking and insights - Lite — approximately $55/year (EUR 54.99) — unlimited connections, budget management, dividend tracker, fee scanner - Plus — approximately $150/year (EUR 149.99) — diversification scoring, wealth simulation and projection, family mode, monthly reports - Pro — approximately $350/year (EUR 349.99) — professional and personal asset separation, holding mode

Pricing is in EUR; USD amounts are approximate. 14-day free trial available.

Strengths: - Connects to 20,000+ banks and institutions worldwide (strongest coverage in Europe) - Real estate tracking with automated property valuations — rare in portfolio trackers - Investment fee scanner that identifies hidden costs in your funds and insurance products - Dividend tracking with annual projections and payment calendar - Budgeting and cash flow analysis alongside investment tracking - Wealth simulation and projection tools (Plus plan) - Family mode for household-level tracking (Plus plan) - Generous free tier with 2 account connections - Excellent mobile apps on iOS and Android - Handles European-specific financial products (assurance-vie, PEA, SCPI, Livret A)

Weaknesses: - Primarily designed for French and European markets — bank connections and product support thin out significantly outside Europe - Interface and community are strongest in French (English available but feels secondary) - Multi-currency support exists but is not the primary design focus — more euro-centric than truly global - No tax reporting for any jurisdiction - Plus plan at approximately $150/year approaches Sharesight Standard pricing - No alternative asset tracking for items like NFTs, private equity, or collectibles beyond real estate

Best for: European investors, especially those based in France, who want deep integration with European financial products, bank sync, real estate tracking, and budgeting in one app. The Lite plan at approximately $55/year is excellent value if your financial life is Europe-centered.

Simply Wall St¶

Simply Wall St is fundamentally a stock research and analysis platform with portfolio tracking built in. Its signature feature is the Snowflake visual analysis — a five-factor score covering value, future growth, past performance, financial health, and dividends — that gives you a quick visual read on any stock’s quality. The portfolio tracking is functional, but it is the research layer that justifies the subscription.

This makes Simply Wall St a different type of Sharesight alternative. You would not switch to it for tax reporting or dividend income tracking. You would add it because you want to make better investment decisions, with portfolio tracking as a secondary benefit.

Pricing: - Free — 1 portfolio (10 holdings), 5 company reports/month, unlimited watchlists - Premium — approximately $10/month billed annually ($120/year) — 3 portfolios (30 holdings each), 30 reports/month, stock screener - Unlimited — approximately $20/month billed annually ($240/year) — 5 portfolios, unlimited holdings, unlimited reports, Excel/PDF export, portfolio auto-sync

Strengths: - Snowflake visual analysis is genuinely insightful for evaluating individual stocks across five quality dimensions - Stock screener with custom filters covering 120,000+ stocks across approximately 90 global markets - Intrinsic value calculations (DCF models) for understanding whether stocks are overvalued or undervalued - Dividend analysis including yield, payout ratio, sustainability, and growth - Portfolio linking and auto-sync with select brokerages (Plaid, SnapTrade, Robinhood, Interactive Brokers, Fidelity, Schwab) - Global market coverage is broad - Strong educational content and community

Weaknesses: - Portfolio tracking is secondary to stock research — not a dedicated portfolio management tool - Not a net worth or personal finance tracker — no cash, debt, or savings tracking - Limited multi-currency handling — the platform is primarily a research tool, not a multi-currency portfolio manager - No tax reporting - No broker imports for bulk trade history (auto-sync is for current positions, not historical trades) - Holding limits on lower tiers (10 on Free, 30 per portfolio on Premium) - No dividend income forecasting or calendar — analysis only, not tracking

Best for: Investors who want powerful stock research and analysis tools with basic portfolio tracking included. Best used alongside a dedicated portfolio tracker rather than as a standalone replacement for Sharesight.

getquin¶

getquin is a European portfolio tracker with an unusually generous free tier and a built-in social investing community. While most competitors gate features behind paywalls, getquin gives you unlimited asset tracking, broker connections, and full community access at no cost. The social layer — sharing portfolios, following other investors, discussing strategies — gives it a unique character in a space dominated by solitary tools.

The free tier is the headline feature. You get unlimited holdings, broker connections for automated imports, dividend tracking with a calendar, and real-time pricing across multiple exchanges. The premium tier at approximately $50/year adds dividend forecasting, TTWROR (True Time-Weighted Rate of Return) calculations, and advanced benchmarking — but the free version covers most investors’ needs.

Pricing: - Free — Unlimited assets, broker connections, community access, dividend tracking and calendar, real-time pricing - Premium — approximately EUR 49.99/year (~$50/year, ~$4/month) — advanced dividend forecasting, TTWROR calculation, benchmarking, priority features

Strengths: - Remarkably generous free tier — unlimited holdings and broker connections at no cost - Social investing community where you can view anonymized portfolios from other investors and participate in discussions - Dividend tracking and calendar included free - Broker connections for European brokerages with automated position imports - Multi-currency support across major currencies - Clean, modern interface on both web and mobile apps (iOS and Android) - Very affordable Premium at approximately $50/year - Quick setup — account creation takes under five minutes

Weaknesses: - No personal finance tracking — no cash accounts, debt, savings, or net worth beyond investments - No tax reporting for any jurisdiction - European market focus — coverage for AU/NZ and some Asian markets is thinner than Sharesight’s 60+ exchanges - Social features may not appeal to privacy-conscious investors (portfolio sharing is optional but central to the experience) - Newer platform still building out advanced analytics — not as deep as Sharesight’s contribution analysis or drawdown reports - No CSV import for bulk trade history migration - No net worth tracking that includes non-investment assets

Best for: European investors who want a free portfolio tracker with social community features and good dividend tracking. The price-to-value ratio is the best on this list — genuinely hard to beat at $0 for the core product.

Portseido¶

Portseido is an international portfolio tracker focused on performance analytics and dividend tracking. It covers stocks from over 70 global exchanges, more than 20,000 ETFs, and cryptocurrencies, with automatic dividend detection and split adjustments. The platform is designed for investors who want to understand their returns in detail — offering both Time-Weighted Return (TWR) and Money-Weighted Return (MWR) calculations benchmarked against indices.

Where Portseido differentiates itself is in data flexibility. It supports CSV imports from various broker formats, manual transaction entry, and Google Sheets synchronization — giving you multiple ways to get your data in without being locked to a specific import format.

Pricing: - Free — 1 portfolio, up to 50 transactions, all reports, automatic dividends and splits - Plus — $8/month billed annually (~$96/year) — 1 portfolio, up to 200 transactions, prioritized support - Pro — $12/month billed annually (~$144/year) — multiple portfolios, unlimited transactions

14-day free trial, no credit card required. Cancel or change plans anytime.

Strengths: - Covers 70+ global stock exchanges and 20,000+ ETFs — solid international coverage - Both TWR and MWR performance calculations, benchmarked against indices in your base currency - Automatic dividend tracking with history, estimates, and a dividend calendar/forecast - Automatic stock split adjustments - Flexible data input: CSV uploads from various broker formats, manual entry, or Google Sheets sync - Free tier includes all reports and automatic dividends (limited only by transaction count) - Clean, straightforward interface focused on performance data - Available on web and mobile (iOS and Android)

Weaknesses: - Free tier is limited to 50 transactions total — a tight cap for active traders or long portfolios - No personal finance tracking — no cash accounts, debt, savings, or budgeting - No tax reporting for any jurisdiction - No bank or broker connections for live syncing (data input is CSV, manual, or Google Sheets) - Smaller user base and less established than Sharesight or Snowball Analytics - Multi-currency handling is present but not the primary focus - Base currency approach — does not offer FlashFi-style instant currency switching - No alternative asset tracking

Best for: International investors who want detailed performance analytics (TWR/MWR) with automatic dividend tracking, flexible data import options, and coverage across 70+ exchanges — at a reasonable price. A solid choice for investors migrating from Sharesight who value performance measurement.

How to Choose¶

The right Sharesight alternative depends on which of its limitations is causing you the most friction.

If the single base currency is your main frustration, FlashFi offers the most radical solution — your home currency is a freely switchable display preference, not a structural constraint. Exirio with 40+ currencies and bank connections is a strong second choice, especially if you want automated data import.

If you want Sharesight’s dividend tracking but with better multi-currency, Snowball Analytics is the closest match. Automatic dividend detection, forecasting, and a calendar — plus rebalancing and backtesting tools Sharesight does not offer.

If you want to track your entire financial life, not just investments, FlashFi (personal finance tools across currencies) or Finary (bank sync + budgeting + real estate) fill the gap. Sharesight intentionally stays focused on investments — these tools do not.

If you want the best free option, getquin is the clear winner. Unlimited tracking, broker connections, and dividend calendar at no cost. Finary’s free tier with 2 bank connections is also strong for European investors.

If you want stock research alongside tracking, Simply Wall St’s Snowflake analysis and screener add a research layer that pure trackers cannot match. Best used as a complement to another tool rather than a standalone replacement.

If you want detailed performance analytics, Portseido offers TWR and MWR calculations with benchmark comparisons, automatic dividend tracking, and flexible data import — at a competitive price.

If you are a European investor, Finary (especially for France), getquin (for the free tier and community), and Exirio (for Swiss privacy) are the strongest regionally-focused options.

If tax reporting is your primary reason for using Sharesight, honestly, stay with Sharesight. None of these alternatives generate jurisdiction-specific CGT reports. Sharesight built its reputation on that capability, and it remains the best tool for the job. The alternative approach is to use Sharesight for tax reporting and add a second tool like FlashFi or Finary for the multi-currency and personal finance view that Sharesight does not provide.

Try FlashFi — Multi-Currency Portfolio Tracking

By David Brougham