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.
Try InvestInsight FreeFeature comparison
| 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 | ||
Paper trading | ||
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.
Paper trading & sentiment
Test strategies with virtual money and vote on where assets are heading - 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.