Best Sharesight Alternative
Sharesight is a dedicated stock portfolio tracker with best-in-class tax reporting for investors across global markets. Clarity takes a broader approach, combining bank accounts, brokerages, and crypto exchanges into one unified financial dashboard.
Why People Look for Sharesight Alternatives
- No bank account connections
- No budgeting features
- Expensive for large portfolios ($390/year)
- Limited crypto support
- No real-time data on free tier
Clarity as Your Sharesight Alternative
Users who want a single view of all financial accounts including banks, brokerages, and crypto in one dashboard.
- Banks + crypto exchanges + on-chain wallets in one dashboard
- AI-powered transaction categorization
- Automatic recurring subscription detection
- FIFO cost basis tracking for crypto
- 10,000+ merchant normalizations
Side-by-Side Comparison
| Criterion | Clarity | Sharesight |
|---|---|---|
Account Coverage Range of financial accounts and asset types supported. | 5/5 Banks, brokerages, crypto exchanges, and on-chain wallets. Full financial picture. Internal | 3/5 Stocks, ETFs, and mutual funds across global exchanges. No bank account or crypto exchange integration. Docs |
Sync Reliability How consistently account data syncs without errors or manual intervention. | 4/5 Queue-based sync with retries for Plaid, CCXT, and Alchemy connections. Internal | 4/5 Mature platform with reliable price feeds from global exchanges. Broker import via CSV is manual but dependable. Docs |
Setup Time Time from sign-up to a fully connected, useful dashboard. | 4/5 Plaid Link for banks. Exchange API keys for crypto. Most accounts connected in minutes. Internal | 3/5 Some brokers support auto-import, but many require manual CSV upload of trade history. Initial setup can be time-consuming for multiple portfolios. Docs |
Pricing Predictability How transparent and stable the pricing is over time. | 4/5 Flat subscription regardless of portfolio size or number of accounts. Internal | 2/5 Tiered pricing based on number of holdings. Free tier limited to 10 holdings. Expert plan required for tax reports and unlimited holdings. Pricing |
Data Freshness How quickly new transactions and price changes appear. | 4/5 On-demand sync with near real-time crypto prices from exchange APIs. Internal | 4/5 Market prices updated regularly during trading hours. End-of-day pricing for most global exchanges. Docs |
Historical Depth How far back transaction and portfolio history extends. | 3/5 Transaction history from Plaid and daily snapshots. Historical depth depends on data provider limits. Internal | 5/5 Supports full trade history going back decades. Users can import historical trades to build a complete performance record from day one of investing. Docs |
Export & Reporting Ability to export data and generate financial reports. | 4/5 CSV and PDF exports. Crypto cost-basis reports for tax purposes. Internal | 5/5 Industry-leading tax reports including capital gains, dividend income, and unrealized gains. Supports tax rules for US, AU, NZ, CA, and UK. Docs |
Privacy & Security Data protection practices, encryption, and privacy controls. | 4/5 Read-only connections, encrypted at rest, no data selling. Internal | 4/5 SOC 2 compliant. Data encrypted in transit and at rest. No trading capability reduces attack surface. Docs |
Developer Experience API access, webhooks, and extensibility for power users. | N/A Consumer product. No public API. Internal | N/A Sharesight offers a REST API for partner integrations, though it is not widely marketed to individual developers. API |
Who Should Switch (and Who Shouldn't)
Switch to Clarity if...
- Hybrid investors with both traditional and crypto assets
- People who want automated categorization over manual budgeting
- Users who need a single net worth view across all accounts
- Crypto holders who need cost basis tracking for taxes
Stay with Sharesight if...
- Global stock investors tracking multiple markets
- Australian/NZ investors needing local tax reports
- Investors focused on dividend tracking and performance
How to Switch
Switching from Sharesight
- 1Sign up for Clarity and connect bank and brokerage accounts via Plaid Link.
- 2Add crypto exchanges using read-only API keys.
- 3Export trade history from Sharesight as CSV for your records before canceling.
- 4Verify that investment holdings and balances match between both platforms.
- 5Note that Sharesight's historical performance data will not transfer. Clarity builds its own history from the connection date forward.
Frequently Asked Questions
Can Clarity generate tax reports like Sharesight?
Clarity provides crypto cost-basis reports using FIFO accounting, which covers digital asset tax needs. For stock-specific capital gains reports with country-specific tax rules, Sharesight remains the more specialized tool.
Does Sharesight track bank accounts or crypto?
Sharesight is focused on stock, ETF, and fund tracking. It does not connect to bank accounts, crypto exchanges, or blockchain wallets. You would need a separate tool for those asset types.
Which is better for dividend tracking?
Sharesight has dedicated dividend tracking with income forecasting and DRP support across global markets. Clarity tracks dividend transactions as they appear in your brokerage account but does not offer forward-looking dividend projections.
Can I use Clarity for international stock markets?
Clarity tracks brokerage accounts through Plaid, which primarily supports US financial institutions. Sharesight supports over 40 global exchanges, making it the better choice for investors with portfolios across multiple countries.
Ready to Replace Sharesight?
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Need plan details? See pricing.