Clarity vs Sharesight
Last updated: February 2026
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.
Who Should Choose What
Choose Clarity if...
Users who want a single view of all financial accounts including banks, brokerages, and crypto in one dashboard.
- 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
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
Rubric Comparison
Each criterion scored 0-5 with evidence sources. Hover over badges for details.
| 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 |
Detailed Breakdown
Account Coverage
Your net worth is only accurate if every account is included — banks, brokerages, crypto exchanges, and wallets.
Clarity connects bank accounts, brokerages, crypto exchanges, and blockchain wallets into a unified dashboard. This breadth means your checking account balance sits alongside your stock portfolio and crypto holdings in a single net worth view.
Sharesight focuses specifically on stocks, ETFs, and managed funds across over 40 global exchanges. It does not connect to bank accounts or crypto platforms, so it is a portfolio tracker rather than a full financial dashboard.
Choose Clarity if you want all your finances in one place. Choose Sharesight if you need deep stock portfolio analytics and do not mind tracking other accounts separately.
Setup Time
Complex onboarding means more people abandon before getting value.
Clarity uses Plaid Link for instant bank and brokerage connections and exchange API keys for crypto. Most users can connect their primary accounts within five to ten minutes.
Sharesight supports some automatic broker imports, but many portfolios require manual CSV upload of trade history. Getting a complete historical record set up can take an hour or more depending on the number of brokers and years of trades.
Clarity is faster to get started with, especially for bank accounts. Sharesight's setup pays off over time through its detailed historical analysis, but the initial effort is higher.
Export & Reporting
Your data should be portable. Tax season, accountant handoffs, and audits require clean exports.
Clarity provides CSV transaction exports and PDF net worth reports. Crypto cost-basis tracking using FIFO helps with tax preparation for digital asset holders.
Sharesight is widely regarded as having the best tax reporting in the consumer portfolio tracking space. It generates capital gains reports, dividend summaries, and unrealized gains statements that comply with tax rules in multiple countries.
Sharesight wins on tax reporting for stock investors. Clarity is stronger for crypto tax needs and provides adequate reporting for users who do not need country-specific capital gains compliance.
Pricing Predictability
Hidden fees, usage tiers, and surprise price hikes erode trust.
Clarity charges a flat subscription that stays the same regardless of how many holdings or accounts you have. There are no tiers based on portfolio complexity.
Sharesight uses tiered pricing based on the number of holdings tracked. The free tier allows only 10 holdings, and accessing tax reports requires the Expert plan, which is the most expensive tier.
Clarity is more predictable for users with large portfolios. Sharesight's per-holding pricing can become expensive as your investment count grows.
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.
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