Looking for a Sharesight Alternative? Here’s How Crowdfolio Compares

Sharesight is Australia’s incumbent portfolio tracker, and for reporting on what you already own it is more mature than Crowdfolio — more markets, more brokers, and a longer tax-report history. Crowdfolio is built for a narrower job: deciding what to do about a portfolio that has drifted, with the capital gains tax cost of each trade shown before you place it. Sharesight’s paid plans run $9, $29 and $49 per month billed annually ($12, $38.67 and $65.33 per month billed monthly), with capital gains tax reporting starting on the $29 Standard plan; Crowdfolio Pro is $14.99 per month, or $143.90 per year, with tax-lot and CGT features in that one tier. If you want the deepest reporting on a global portfolio, Sharesight is the stronger tool. If your question is “which parcel do I sell, and what will it cost me in CGT”, that is what Crowdfolio was built to answer. This is general information, not financial or tax advice.

Sharesight pricing and features verified 29 July 2026 against Sharesight’s own published pages. Pricing changes without notice — check the vendor’s site before deciding.

What is Sharesight?

Sharesight is an online portfolio tracker used widely by Australian investors to record trades, track dividends and corporate actions automatically, and produce tax reports at the end of the financial year. Its own features page describes tracking “price, performance and dividends from 700,000+ global shares, crypto, ETFs and funds”, importing trades from “200+ global brokers”, and covering “60+ markets worldwide” (Sharesight features).

That breadth is the honest headline. Sharesight has been doing this for a long time, across many markets, and the depth of its reporting reflects that. Any comparison that opens by listing what Sharesight cannot do is selling you something.

What Sharesight is not built to do is tell you what to change. It is a record-and-report tool: it shows you the tax consequences of trades you have already made rather than recommending trades. The decision — which holding is overweight, which parcel to sell, what that sale costs you in CGT — happens outside it, usually in a spreadsheet.

Comparing Navexa and Sharesight

If those are the two trackers on your shortlist, see our direct Navexa vs Sharesight comparison for pricing, tax reporting, portfolio analytics and migration considerations.

Why do investors look for a Sharesight alternative?

From the shape of the search demand and Sharesight’s own published plan structure, the recurring reasons fall into four groups:

1. Price at the tier where tax reporting starts. Sharesight’s capital gains tax report is not on the free or entry paid plan — it starts on the $29/month Standard plan, billed annually (Sharesight pricing). Investors who want CGT reporting and nothing else find themselves quoted a plan built around portfolio counts and report breadth they do not need.
2. Holdings caps on the cheaper plans. Free covers 1 portfolio and 10 holdings; Basic covers 1 portfolio and 30 holdings. An investor with a diversified ETF portfolio plus a handful of direct shares can pass 30 holdings without feeling like a heavy user.
3. Reporting stops where the decision starts. Sharesight tells you what a sale did cost. It does not rank which parcel you should sell next. Sharesight’s own features page lists no rebalancing or drift-management tool.
4. The 1 July 2027 CGT changes. Investors holding long-dated parcels want to model what the new rules do to them before the date, not report on it afterwards.

Reasons 1 and 2 are pricing and packaging questions, and for many people the honest answer is that Sharesight is worth its price. Reasons 3 and 4 are the ones a different product is actually needed for.

How much does Sharesight cost in Australia?

All figures below are from Sharesight’s Australian pricing page, verified 29 July 2026. Sharesight states “Prices in AUD including GST.” The two columns below are the same plans on different billing terms, not different plans — Sharesight quotes a lower monthly figure when you pay for a year up front. Sharesight changes its pricing from time to time; check their page for current numbers before deciding.

Sharesight also sells a standalone Tax Pack at $59 per year. Their site describes it as covering “one portfolio with unlimited holdings, plus all the Australian tax reports you need for tax time including: taxable income, capital gains and all trades” (Sharesight tax reporting). If tax reporting is the only thing you want from Sharesight, the Tax Pack is materially cheaper than moving up to Standard, and it is easy to miss on the pricing page.

Crowdfolio pricing, for comparison (Crowdfolio pricing): a free tier with unlimited holdings on one portfolio, and Pro at $14.99/month AUD, or $143.90/year. Pro includes a 14-day free trial with no credit card required. There is one paid tier, so the tax-lot and CGT-aware features are not gated behind a higher plan.

The comparison that matters is not “which product is cheaper” but “what does the tier with the CGT features cost”. On Sharesight that is $29/month billed annually — $38.67/month if you pay monthly — or $59/year for the Tax Pack if reports are all you want. On Crowdfolio it is $14.99/month. Sharesight’s Standard plan buys you considerably more reporting breadth for the difference — four portfolios, multi-currency valuation, Xero integration and the rest of the report suite. Whether that breadth is worth it depends entirely on whether you use it.

Is Sharesight tax deductible?

Sharesight’s pricing page states that “Average users save up to $157 per year when claiming Sharesight on tax” (Sharesight pricing). That is Sharesight’s own figure, and we reproduce it as their claim rather than verify it.

The general principle is that the ATO allows a deduction for the cost of managing your tax affairs, and fees for tools used to produce your tax return can fall within it. Whether any particular subscription is deductible in your circumstances — and in what proportion, if you also use it for non-tax purposes — depends on your situation. The current rules are on the ATO’s page on the cost of managing tax affairs. The same reasoning applies to any portfolio tool, Crowdfolio included. Confirm your position with a registered tax agent — this is general information, not tax advice.

Crowdfolio vs Sharesight: feature comparison

The Sharesight column is verified against Sharesight’s own public pages on 29 July 2026; the Crowdfolio column comes from our published feature pages. Rows where Sharesight is the stronger tool are marked, because they are real and you should know about them before you switch.

Sources: [1] Sharesight features · [2] Sharesight pricing · [3] Sharesight help — sale allocation method · [4] Crowdfolio CGT-aware rebalancing · [5] Crowdfolio home and tax lot tracking · [6] Sharesight blog, 16 September 2025 · [7] Sharesight API · [8] Crowdfolio pricing.

On the “not listed” rows. Those say exactly what they say: these capabilities are not described on Sharesight’s public features page as at 29 July 2026. That is a statement about what Sharesight publishes, not a claim to have audited their product. If they ship drift detection tomorrow, this row is what needs updating.

CGT and tax-parcel handling, compared

This is the part worth reading closely, because both products do parcel-level CGT and they do it for different purposes.

Sharesight allocates parcels at reporting time. When you record a sale, Sharesight matches it against your buy parcels using the sale allocation method set for the reporting period. The published methods are First In First Out (the default), Last In First Out, Minimise Capital Gain, Maximise Capital Gain, and Minimise Capital Gain Tax (Sharesight help). The last of those is the sophisticated one: Sharesight describes it as considering both the purchase price and the holding period to minimise your overall tax liability, prioritising parcels held 12 months or more where doing so produces a better after-discount outcome. The method is set in the Capital Gains Tax Report for a reporting period, and once you are satisfied with a year’s allocation you can lock it for that period, so a later change of method does not silently restate a prior year’s numbers. That locking behaviour is genuinely well designed and Crowdfolio has no equivalent.

Sharesight’s Capital Gains Tax Report calculates realised gains and losses to ATO rules, including the CGT discount where it applies, and separates short-term from long-term gains (Sharesight tax reporting).

Crowdfolio allocates parcels at decision time. The same parcel maths runs before the trade. Crowdfolio’s rebalancing tool compares your current allocation to your model portfolio, identifies which positions are over- and under-weight, ranks sell candidates by their CGT cost, and produces a rebalancing plan with the estimated tax per trade attached (CGT-aware rebalancing). Supported lot methods are FIFO, LIFO, specific parcel selection and CGT-optimised. Loss-making parcels are surfaced where they can offset gains elsewhere in the portfolio.

The practical difference: with Sharesight you sell, then find out what it cost. With Crowdfolio you see what each candidate sale would cost, then decide. Neither is a substitute for the other — Sharesight’s report is the better end-of-year artefact to hand an accountant, and it covers instruments and markets Crowdfolio does not.

Where Sharesight is clearly ahead on tax data. Since September 2025 Sharesight has pre-loaded Australian ETF distribution components for the majority of AU ETF providers — Betashares, Russell Investments, VanEck, iShares and Vanguard are named — so users can accept the values rather than key them in (Sharesight blog). For AMIT and AMMA annual tax statements, Sharesight provides a form to enter the statement totals, including AMIT cost base increase and decrease amounts, and then attributes them to the correct tax year (Sharesight help). If your portfolio is ETF-heavy and you care about getting distribution components and cost-base adjustments right, that pre-loaded data is a real, concrete reason to stay.

What the 1 July 2027 CGT changes mean for this decision

The Australian CGT reform is law. The Treasury Laws Amendment (Tax Reform No. 1) Act 2026 and the Income Tax Rates Amendment (Tax Reform No. 1) Act 2026 received royal assent on 26 June 2026 and take effect from 1 July 2027. This is settled legislation, not a proposal.

From that date, for Australian resident individuals, partnerships and trusts:

• the 50% CGT discount is replaced by cost base indexation;
• there is a one-off deemed disposal and reacquisition on 1 July 2027, with the notional gain deferred until you actually sell — that pre-2027 slice can still attract the 50% discount, while growth after the date is indexed;
• a 30% minimum rate applies to net capital gains;
• it applies to all CGT assets, not just property. Shares and ETFs are in scope. Summaries claiming otherwise are conflating this with the separate negative gearing schedule, which is residential-property only.

It does not apply to companies or superannuation funds.

Why it bears on choosing a tracker: the reform makes when you sell a parcel matter more than it used to, and it makes the 1 July 2027 boundary a real fork in the numbers for anyone holding long-dated parcels. Crowdfolio’s rebalancing tool shows the 2027 scenario impact alongside the current-rules figure (CGT-aware rebalancing). Sharesight’s features page does not list 2027 scenario modelling, which is unsurprising — it is a reporting tool, and there is nothing to report on until a disposal happens.

Our CGT calculator models the transition, and our guide to the 2027 CGT changes for investors covers the mechanics. One caveat we would rather state than hide: the method for splitting a gain at the 1 July 2027 boundary is to be set by legislative instrument, which has not been published. Any tool producing a number for that split today — ours included — is estimating.

Who should choose Sharesight

Stay with Sharesight, or start there, if:

• your portfolio is global. Sixty-plus markets and 700,000+ instruments is not a gap Crowdfolio is close to closing.
• you want automatic broker feeds. 200+ brokers with automatic trade import, plus trade confirmation email import on every plan including Free, beats CSV upload for anyone trading regularly.
• you hold property, or want investments and property in one place. Crowdfolio does not track property at all.
• your portfolio is ETF-heavy and distribution components matter. The pre-loaded AU ETF component data is a genuine time saver at tax time.
• you use Xero, or want API access to your own data. Both exist on Sharesight’s higher plans; neither is published for Crowdfolio.
• you need multiple portfolios cheaply. Standard covers four and Premium ten.
• you only want tax reports. At $59/year, the standalone Tax Pack is the cheapest route to a compliant CGT report of anything discussed on this page.

Who should choose Crowdfolio

Crowdfolio is the better fit if:

• you rebalance against a model portfolio and want drift measured against it rather than eyeballed.
• your recurring question is “which parcel do I sell” — the CGT cost of each candidate sale, before the trade, is the product’s core job.
• you are modelling the 1 July 2027 transition across long-held parcels.
• you are ASX-focused and the extra markets are not worth paying for.
• you want tax-lot detail without a tier jump — per-lot CGT, tax-loss harvesting and CGT-aware rebalancing are all in the single $14.99/month Pro tier.
• you want to try it properly first — 14 days, no credit card.

If you are honest that you mostly want a tidy record and a tax report at year end, Sharesight does that job better and this page will not pretend otherwise.

How to switch from Sharesight to Crowdfolio

You do not have to choose immediately — the two can run in parallel for a financial year while you check the numbers agree.

1. Export your Sharesight data. Use Sharesight’s own export to get your full trade history out. Export before you downgrade or cancel, while your reports are still accessible.
2. Import into Crowdfolio. Crowdfolio’s importer accepts a Sharesight export directly, alongside CommSec, CMC Markets, Stake, Hub24, Netwealth and Praemium (tax lot tracking). Import on the free tier first — you do not need to pay to check your data landed correctly.
3. Reconcile parcel by parcel, not just at the total. Two portfolio totals can agree while the parcels underneath them disagree, and it is the parcels that drive CGT. Check the oldest holdings first: they have the most corporate actions behind them and the most gain riding on the cost base.
4. Check corporate actions and DRP lots. Dividend reinvestment creates a separate parcel each time. Crowdfolio records DRP acquisitions as their own lots and applies splits, consolidations, mergers and returns of capital to the correct lots.
5. Re-enter AMIT / AMMA components if you have managed funds or ETFs. These are not always carried in a trade export, and they adjust your cost base. If Sharesight has pre-loaded ETF distribution components for you, note them before you lose access.
6. Keep the old year locked. If you have already lodged returns using Sharesight’s locked allocations, do not restate those years in a new tool. Start the new tool’s allocation from the first unlodged year.
7. Run both for one financial year. Then compare the CGT reports. If they agree, cancel with confidence; if they do not, you want to know that before lodgement, not after.

If your holdings are complex — trusts, foreign income, pre-1985 assets, anything inherited — have a registered tax agent check the migrated cost bases before you rely on them.

Frequently asked questions

What is Sharesight?

Sharesight is an online portfolio tracker used widely by Australian investors to record trades, track dividends and corporate actions automatically, and produce tax reports at the end of the financial year. Its features page describes tracking 700,000+ global shares, crypto, ETFs and funds, importing from 200+ global brokers, and covering 60+ markets worldwide. It is a record-and-report tool: it shows the tax consequences of trades you have already made rather than recommending trades.

How much does Sharesight cost in Australia?

As published on 29 July 2026, Sharesight’s Australian plans are Free ($0, 1 portfolio, 10 holdings), Basic ($9 per month billed annually or $12 per month billed monthly, 1 portfolio, 30 holdings), Standard ($29 per month billed annually or $38.67 per month billed monthly, 4 portfolios, unlimited holdings) and Premium ($49 per month billed annually or $65.33 per month billed monthly, 10 portfolios, unlimited holdings). Sharesight states prices are in AUD including GST. A standalone Tax Pack is $59 per year. Check Sharesight’s pricing page for current figures.

Which Sharesight plan includes the capital gains tax report?

The Capital Gains Tax report and the Taxable Income report start on the Standard plan ($29 per month billed annually) and are also on Premium; both plans include the Tax Pack. They are not included on the Free or Basic plans. Alternatively the standalone Tax Pack at $59 per year provides the taxable income, capital gains and all trades reports for one portfolio.

Is Sharesight tax deductible?

Sharesight’s pricing page claims average users save up to $157 per year when claiming Sharesight on tax — that is their figure. Generally the ATO allows a deduction for the cost of managing your tax affairs, and fees for tools used to produce your tax return can fall within it, but whether a particular subscription is deductible and in what proportion depends on your circumstances. Confirm with a registered tax agent.

What sale allocation methods does Sharesight support?

Sharesight’s help documentation lists First In First Out (the default), Last In First Out, Minimise Capital Gain, Maximise Capital Gain, and Minimise Capital Gain Tax. The last considers both purchase price and holding period, prioritising parcels held 12 months or more where the 50% CGT discount gives a better after-discount result. The method is set in the Capital Gains Tax Report for a reporting period and can be locked for that period.

What can Crowdfolio do that Sharesight does not?

Sharesight’s public features page does not list drift detection against a model portfolio, CGT-aware rebalancing, tax-loss harvesting or 1 July 2027 CGT scenario modelling. Crowdfolio offers these — drift detection on the free tier, and the rest in Pro at $14.99 per month. The difference is timing: Sharesight reports the tax consequence after a sale, Crowdfolio estimates it for each candidate sale beforehand.

What does Sharesight do better than Crowdfolio?

Several things. Sharesight covers 60+ markets and 700,000+ instruments against Crowdfolio’s ASX-first coverage; it imports automatically from 200+ brokers where Crowdfolio uses CSV; it tracks property, which Crowdfolio does not; it offers Xero integration and API access on higher plans; it pre-loads Australian ETF distribution components for major providers; and it lets you lock a year’s parcel allocation so later changes cannot restate a lodged year.

How do I switch from Sharesight to Crowdfolio?

Export your trade history from Sharesight before downgrading, then import it into Crowdfolio — the importer accepts Sharesight exports directly, alongside CommSec, CMC Markets, Stake, Hub24, Netwealth and Praemium. Import on the free tier first, reconcile parcel by parcel rather than at the portfolio total, check DRP lots and corporate actions, re-enter AMIT or AMMA components, leave already-lodged years alone, and consider running both tools for one financial year before cancelling.

This article is general, factual information for Australian residents. It is not financial or tax advice and does not take your circumstances into account. Competitor pricing and features are as published on 29 July 2026 and change without notice — check the vendor’s own site before deciding. Sharesight is a trademark of its owner and is referred to here descriptively only.