OnePortfolio vs. Sharesight Comparison


OnePortfolio	Sharesight	+	+
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About OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.		About Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Not Supported Android Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Investors and traders looking for an intuitive, all-in-one platform to track, analyze, and manage their diverse investment portfolios across multiple brokers and asset classes		Audience Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $6 per month (annually) Free, Standard and Pro Pricing plans available. Prices in USD and EUR Free Version Supported Free Trial Supported		Pricing $11.25 per month (annually) Price in USD, local pricing available in select markets. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.5 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Read all reviews
Pros & Cons from Real Users Pros Friendly interface that makes portfolio tracking actually enjoyable. Excellent value for the features offered. Very complete dashboard with just the information that I need and I want. Excellent dividend tracker with automatic paid dividends notifications on payment date. Product is updated regularly since they add new features. Easy to use stock portfolio tracker that makes portfolio management simple and efficient. If you have brokers with different currencies it makes everything much easier. Clean, intuitive interface. Well, this portfolio tracker got itself a real clean setup - no frills, just works. Drag and drop your trades is super convenient - assuming your broker's supported. No fuss, no mess. Mobile version is actually pretty decent. Lovely bit of kit with a modern interface that's easy on the eyes. Cuts straight to the point with handpicked simple return and risk KPIs. The dividend tracker does the job well enough. Cons Automatic trades updates would be really nice to have. I encountered a small bug but the support team fixed it very fast. While it offers a free tier, It could be cheaper.... As a few other reviews say, while simplicity is great, I'd like to see a few more detailed metrics sometimes but i get the point. Mind if you are not a retail investor you'll probably find yourself wanting a few more KPIS
Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information OnePortfolio Founded: 2025 Switzerland oneportfolio.io		Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com
Alternatives Snowball Analytics		Alternatives AllInvestView
Portseido		Finapolis Finapolis Inc
PortfolioTrackr		InvestSMART
Navexa		Portseido
getquin View All		Snowball Analytics View All
Categories Crypto Portfolio Management Supported Stock Portfolio Management Supported		Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported
Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Supported Order Management Not Supported Portfolio Accounting Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Not Supported Technical Analysis Supported Wash Sale Detection Not Supported		Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Not Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Not Supported Show More Features Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Not Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported
Integrations Diversiview Not Supported Interactive Brokers Not Supported TaxTank Not Supported Xero Not Supported		Integrations Diversiview Supported Interactive Brokers Supported TaxTank Supported Xero Supported View All 4 Integrations
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