InvestInsight vs Sharesight - A Modern Portfolio Tracker Alternative
Sharesight is a long-established portfolio tracker known for deep tax reporting and performance benchmarking - a favourite of accountants and buy-and-hold investors. InvestInsight is a newer, more social take: portfolio analytics, dividend tracking, AI insights and a feed where you learn from other investors' real holdings. Here's an honest, side-by-side comparison for UK investors.
Free 21-day trial · No credit card required
If capital-gains and dividend tax reports are your top priority, Sharesight is hard to beat and worth paying for. If you want a modern, more affordable tracker with a dividend calendar, AI portfolio analysis and a community of real investors - and you're happy to handle tax reporting separately - InvestInsight is the better day-to-day home for your portfolio.
InvestInsight vs Sharesight: feature by feature
| Feature | InvestInsight | Sharesight |
|---|---|---|
Stock & ETF tracking | ||
Crypto tracking Sharesight added crypto but it is limited | ||
Dividend tracking | ||
Dividend calendar & income forecast | ||
Tax reporting (CGT, dividend tax) Sharesight is built around tax reports | ||
Performance benchmarking Sharesight offers deep benchmark reports | ||
AI portfolio analysis | ||
Social feed & public portfolios | ||
Investor leaderboard | ||
Community sentiment voting | ||
Price alerts | ||
Automatic broker sync InvestInsight: Trading212 (more coming). Sharesight: many brokers | ||
CSV import | ||
Multi-currency & GBP default | ||
Holdings on free plan Sharesight free tier caps holdings | ||
Mobile app InvestInsight: mobile web for now | ||
Free tier |
Where InvestInsight stands out
Social investing
Follow other investors and see their real holdings and returns - not just opinions. Sharesight is a private, single-user reporting tool with no social layer.
AI portfolio analysis
Get AI-generated insight on your portfolio health, concentration risk and opportunities. Sharesight focuses on reports and numbers, not guidance.
Lower price
InvestInsight premium starts at £4.08/month on the annual plan. Sharesight's paid tiers cost more once you pass the free holding cap.
Dividend calendar & forecast
A visual calendar of upcoming dividends with projected annual income, built for income investors.
Community sentiment voting
Vote on where assets are heading and see what other investors think - a different, community-driven signal.
Modern, fast UX
A clean, mobile-friendly interface designed in 2025 - not a spreadsheet-style reporting dashboard.
Where Sharesight is ahead
Sharesight has been refined since 2007 and leads in a few areas we're honest about:
Tax reporting
Sharesight is built around capital gains and dividend tax reports across multiple jurisdictions. If tax time is your priority, it is hard to beat. InvestInsight does not generate tax reports yet.
Performance benchmarking depth
Detailed annualised performance, currency-adjusted returns and benchmark comparisons are a Sharesight strength.
Broker integrations
Sharesight supports automated imports from a wide range of brokers globally. InvestInsight currently auto-syncs Trading212, with more brokers on the way.
Track record
A mature, trusted product used by hundreds of thousands of investors and accountants worldwide.
InvestInsight vs Sharesight: FAQs
Is InvestInsight a good Sharesight alternative?
For most everyday investors, yes. InvestInsight covers the core of what people use Sharesight for - tracking holdings, performance and dividends across accounts - and adds a dividend calendar, AI portfolio analysis and a social feed, usually at a lower price. The main thing Sharesight does that InvestInsight does not is generate formal capital-gains and dividend tax reports.
Does InvestInsight do tax reporting like Sharesight?
Not yet. Sharesight is built around capital-gains and dividend tax reports across multiple jurisdictions, and that is its biggest strength. InvestInsight focuses on live tracking, analytics and dividends rather than tax paperwork, so if tax reporting is essential you may prefer Sharesight or keep it alongside.
Is InvestInsight cheaper than Sharesight?
Generally, yes. InvestInsight premium starts at £4.08/month on the annual plan with a 21-day free trial and no card required. Sharesight has a free tier that caps the number of holdings, then paid tiers that cost more as your portfolio grows.
Which is better for dividend investors?
It's close. Sharesight has strong dividend and tax reporting; InvestInsight adds a visual dividend calendar with projected annual income that many income investors find easier to plan around day to day.
Can I move my portfolio from Sharesight to InvestInsight?
You can add holdings manually or via CSV import, and connect Trading 212 for automatic syncing. There is no one-click Sharesight migration, but rebuilding a portfolio from a holdings export usually takes only a few minutes.