Both tools have free tiers — but they are not equivalent. Portseido’s free plan is more usable for a real portfolio. Sharesight’s free plan exists mainly to let you evaluate the platform before hitting the 10-holding cap. Pricing below is approximate and changes regularly; always verify on each tool’s official website before subscribing.

Portseido launched more recently than Sharesight and was built with a different philosophy: make your portfolio data visual and actionable, not just compliant. The result is a tracker that feels closer to a personal finance dashboard than an accounting tool. You can see your full asset allocation by geography, sector, and currency at a glance, run what-if scenarios before making a trade, and track your path to a goal like FIRE or a target portfolio size. The interface is one of the cleaner ones in this category — low cognitive load, fast to navigate. Read the full Portseido review for a detailed breakdown.

Sharesight has been around since 2007 and has built a strong reputation among long-term dividend investors in Australia, New Zealand, and the UK. Its core advantage is automation: broker integrations pull in trades without manual CSV uploads, dividends are tracked automatically including reinvestment plans, and corporate actions are applied without you touching anything. At year-end, you export a tax report that your accountant can use directly. Read the full Sharesight review for a detailed breakdown.

Most trackers show you a return number. Fewer tell you which method produced it — and the method changes what the number actually means. Both Portseido and Sharesight calculate TWR and MWR, but they surface them differently.

Both tools track dividend income, but the depth is different. Portseido gives you a dividend calendar, forecasting based on historical yield, and income charted over time. Sharesight does all of that plus the tax-compliance layer: it records dividend reinvestment (DRIP) as separate tax parcels, captures withholding tax paid on foreign dividends, and rolls it all into the tax report at year-end.

For distributing ETF investors in Europe who collect dividends but handle tax separately, Portseido’s calendar and forecast is often enough. For investors who hold individual dividend stocks across multiple countries and need to reconcile withholding tax at filing time, Sharesight’s automation eliminates a genuinely painful manual task. See our guide to accumulating vs distributing ETFs if you are still deciding which approach suits your situation.

Neither tool is a full tax filing solution — they produce reports that you or your accountant use alongside other information. The gap between them is how far that report gets you.

Sharesight generates capital gains reports, income reports, and dividend reports in formats accepted by accountants in Australia, New Zealand, the UK, and Canada. It applies the correct cost basis method for each jurisdiction and supports parcel-level tax tracking. For equity-focused investors in these countries, it is one of the most useful tools at tax time.

Portseido provides basic performance reports but is not positioned as a tax tool. You can export your transaction history and gains summary, but there are no country-specific tax forms and no automatic cost basis enforcement. You are responsible for feeding this data into your filing process manually or via your accountant.

The best tracker is the one you actually update. Both tools try to reduce friction here, but they take different approaches.