Looking for a Sharesight Alternative? Here’s How Crowdfolio Compares
Sharesight nails portfolio reporting. But if you need CGT-aware rebalancing and portfolio drift detection, you’ll have to look elsewhere. Enter Crowdfolio.
Why investors look for Sharesight alternatives
- Rebalancing: Sharesight shows what you have, not what to do about drift.
- CGT-aware sell recommendations: Sharesight reports CGT on trades you’ve already made — it doesn’t recommend which parcels to sell to minimise future CGT.
- Mobile app: Sharesight’s mobile experience is limited compared to native apps.
- Pricing: $29–$49/month is reasonable, but free-tier limitations (10 holdings) are restrictive for ETF investors with multiple parcels.
Feature comparison
Accurate as of May 2026. Verify current feature availability on each platform’s website before purchasing.
| Feature | Crowdfolio | Sharesight | Navexa | TrackMyShares |
|---|---|---|---|---|
| CGT-aware rebalancing | ✓ | ✗ | ✗ | Limited |
| Portfolio drift detection | ✓ | ✗ | ✗ | ✗ |
| FIFO / LIFO / Specific parcel | ✓ | ✓ | ✓ | ✓ |
| CGT tax reporting | ✓ | ✓ | ✓ | ✓ |
| SMSF support | ✓ | ✓ | ✓ | ✓ |
| Free tier | ✓ | 10 holdings | Trial only | ✗ |
| Mobile app (iOS + Android) | Coming soon | ✗ | ✓ | ✗ |
| 2027 CGT scenario modelling | ✓ | ✗ | ✗ | ✗ |
| Pricing (paid tier) | $14.99/mo | $19–$49/mo | $20–$99/mo | $49.99/yr |
Who should use Crowdfolio instead of Sharesight
- Actively rebalance to a model portfolio and want CGT to be part of that decision
- Want to understand the impact of the 2027 CGT changes on your current holdings
- Hold multiple parcels of the same ETF and want specific-parcel sell recommendations
- Want a native mobile app (iOS and Android) for portfolio monitoring
Who should stick with Sharesight
- Primarily need tax reporting and ATO-ready reports at EOFY
- Have an accountant who is already familiar with Sharesight exports
- Manage client portfolios as an adviser (Sharesight has a mature adviser platform)