Loading comparison
Alternative
A stronger alternative for modern money tracking
Compare the tradeoffs, try the interactive demo, then start a free trial if Clarity fits your setup.
Category page
Money Tracking App
The category-center page for people who need spending, net worth, investing, crypto, and taxes in one system.
- Built for fragmented finances, not one-account simplicity
- Spending, portfolios, crypto, and taxes together
- NFT gallery with collection grouping, floor prices, and collectible tax treatment
- The clearest category entry into the full product story
Explore money tracking
Investor wedge
Personal Finance App for Investors
A sharper wedge for self-directed investors and complex households who need cash flow and portfolio context together.
- Cash flow plus portfolio, allocation, and tax visibility
- Full DeFi dashboard with health factor monitoring and yield optimization
- Designed for people who outgrew budgeting-only apps
- The strongest fit page in the flagship cluster
See the investor angle
Aggregation promise
Track All Your Money
See every account in one place across banks, brokerages, retirement accounts, exchanges, wallets, and planning workflows.
- One system across account types, entities, and weekly reviews
- Useful for weekly reviews, planning, and tax prep
- Pre-filled IRS Form 8949, Schedule D, and Schedule 1 PDF generation
- Turns fragmented financial data into operational context
See all-account tracking
Net worth
Net Worth Tracker
Track net worth with cash, liabilities, portfolios, retirement accounts, and crypto in one operating view.
- Net worth with allocation, spending, and portfolio context
- Useful for reviews, planning, and tax-aware decisions
- Stronger than a bank-only or brokerage-only snapshot
Explore net worth tracking
Spending
Spending Tracker
Track transactions, recurring bills, merchants, budgets, and cash-flow shifts with the wider financial picture attached.
- Transactions, merchants, recurring, and budgets together
- Better for operational finance than a static bank feed
- Connects day-to-day spending back to the bigger system
Explore spending tracking
Why people switch from Sharesight
- No bank account connections — investment-only
- No budgeting or spending features
- Expensive: $159-390/year depending on portfolio size
- Limited crypto support
- No real-time data on free tier (limited to 10 holdings)
- No AI assistant or automated insights
Where Clarity is the better fit
- 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 categorization with bring-your-own-key (BYOK) so users can route model traffic through their own provider
- Complete data deletion on account closure — your data is fully purged, not archived
Start from the Clarity page that best replaces Sharesight
The best switch path depends on why the current product stopped being enough.
You need a stronger money tracker
Use the broad money-tracking page if your current tool covers only one slice of your financial life.
You need investor-grade context
Use the investor page if the gap is portfolio visibility, tax workflow, crypto coverage, or all-account net worth.
You want proof before switching
Validate integrations, product surfaces, and related comparisons before moving your workflow.
Side-by-side comparison
Scored across 9 criteria. Sources linked where available.
| Criterion | Clarity | Sharesight |
|---|---|---|
| Account Coverage | 5/5 Banks, brokerages, crypto exchanges, and on-chain wallets in one dashboard. | 3/5 Stocks, ETFs, and mutual funds across global exchanges. No bank account or crypto exchange integration. |
| Sync Reliability | 4/5 Queue-based sync with retries for Plaid, exchange, and wallet connections. | 4/5 Mature platform with reliable price feeds from global exchanges. Broker import via CSV is manual but dependable. |
| Pricing Predictability | 4/5 Flat subscription regardless of portfolio size or number of accounts. | 2/5 Tiered pricing based on number of holdings. Free tier limited to 10 holdings. Expert plan required for tax reports and unlimited holdings. |
| Data Freshness | 4/5 On-demand sync with near real-time crypto prices from exchange APIs. | 4/5 Market prices updated regularly during trading hours. End-of-day pricing for most global exchanges. |
| Historical Depth | 3/5 Transaction history from Plaid and daily snapshots. Historical depth depends on data provider limits. | 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. |
| Export & Reporting | 4/5 CSV and PDF exports. Crypto cost-basis reports for tax purposes. | 5/5 Industry-leading tax reports including capital gains, dividend income, and unrealized gains. Supports tax rules for US, AU, NZ, CA, and UK. |
| Privacy & Security | 4/5 Read-only connections, encryption at rest, no ad tech, and no data sales. BYOK AI keeps model traffic under user control, and closing an account triggers full data purge. | 3/5 Sharesight references SOC 2 attestation and encryption. However, it requires you to upload full trade history via CSV — your complete investment record is stored on their servers. No public data deletion policy on account closure. No AI features, no BYOK option. |
Who should switch (and who shouldn't)
Choose Clarity if…
A single view of all financial accounts including banks, brokerages, and crypto in one dashboard.
- Hybrid investors with both traditional and crypto assets
- Privacy-conscious users who want BYOK AI and full data deletion
- Users who need a single net worth view across all accounts
- Crypto holders who need cost basis tracking for taxes
Choose Sharesight if…
Stock-focused investors who need detailed performance reporting, dividend tracking, and automated tax reports across global markets.
- Global stock investors tracking multiple markets
- Australian/NZ investors needing local tax reports
- Investors focused on dividend tracking and performance
What users say
"I needed one place for my brokerage, crypto, and bank accounts. Clarity replaced three separate apps."
"The single dashboard across TradFi and DeFi is what sold me. No other tool covers everything I hold."
How to switch
medium15-25 minutes
- 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
Related comparisons
Related calculators
50/30/20 Budget
Split take-home pay into needs, wants, and savings with baseline 50/30/20 or custom ratio budgeting in one clear view.
Capital Gains
Estimate tax on investment sales using cost basis adjustments, selling costs, and short-term versus long-term treatment in one transparent view.
Compound Interest
Project long-term portfolio growth using principal, recurring contributions, and configurable compounding frequency.
DCA
Compare dollar-cost averaging and lump-sum investing with preset bull/bear/sideways/volatile paths or your own historical monthly prices.
Ready to move on from Sharesight?
14-day free trial. No credit card. Connect your accounts in under 5 minutes and see your real net worth across banks, crypto, and investments.
See the product
Try Clarity before you switch
Explore the interactive demo with sample data. No signup needed.
Ready to move on from Sharesight?
14-day free trial. No credit card. Connect your accounts in under 5 minutes and see your real net worth across banks, crypto, and investments.