Sharesight Alternative
Sharesight is great at listed shares and dividends. wlthy adds crypto wallets, real estate, private equity and a Claude-powered AI cockpit — same ledger, every position.
3-day free trial · No card to import · Cancel anytime
Sharesight does dividends and CGT well — but a household's wealth lives in real estate, crypto wallets, private equity and the family car too. wlthy ships first-class forms for every asset class so the whole picture is one number, not five spreadsheets.
Plug a wallet address. wlthy reads native ETH / SOL / BTC + ERC-20 tokens (USDC, USDT, DAI and twenty more) across six EVM chains. No custody, no key access — just balances flowing into your net worth.
Per-asset AI briefs and a three-paragraph portfolio narrative. Anomaly detection flags positions that drifted; benchmark overlays show how your net worth tracks against the S&P or your own targets. Sharesight is great at numbers; wlthy adds narrative on top.
Feature comparison
Where wlthy moves past a public-equity-only tracker. Every row below is in the default plan or the 3-day trial.
| Feature | Sharesight | wlthy |
|---|---|---|
| Listed equities + ETFs + dividend trackingTicker autofill, multi-currency, sector + geography tagging. | Supported | Supported |
| On-chain crypto wallet supportLive wallet read with token discovery; no custody, no keys. | Not supported | Supported |
| Real estate, vehicles, precious metalsFirst-class forms per asset class; debt linkage where it fits. | Not supported | Supported |
| Private equity + manual / collectible assetsDirect stakes, LP positions, art, watches, wine — all in one ledger. | Not supported | Supported |
| AI-powered portfolio narrativeClaude-generated three-paragraph briefs + per-asset insights. | Not supported | Supported |
| AU / NZ / UK CGT tax reporting | Supported | Partial — Wealth Statement PDF feeds tax preparers without filing on your behalf. |
| Estate-planning-ready Wealth Statement PDFContent-hashed, verified, institutional header. | Not supported | Supported |
| Granular partner / co-ownership accessPer-asset, per-debt, per-cash-flow ownership splits. | Limited — household-level only | Supported |
| MCP / API access for Claude & ChatGPT | Not supported | Supported |
| Multi-currency lens (13 currencies)USD, EUR, GBP, CHF, JPY, CNY, AUD, CAD, HKD, SGD, TRY, AED, SAR. | USD / AUD / NZD / GBP centric | Supported |
| Pricing (entry tier) | USD ~$15 / month (Investor plan) | €19 / month · 3-day free trial |
9 first-class asset types + debt. Not just equities.
Claude-generated portfolio narrative + per-asset briefs.
Verified hash + institutional header — feeds tax preparers.
Sharesight is sharp on listed equity dividends and AU / NZ / UK capital-gains tax reporting — but it stops at the public market. If your wealth also includes real estate, crypto wallets, private equity, art or vehicles, you end up running a side spreadsheet for everything Sharesight can't touch. wlthy is the multi-asset alternative that covers all of it in one ledger.
Yes — Sharesight exports holdings + dividend history as CSV. wlthy's AI Import accepts those exports, parses every position, and reconciles new / changed / unchanged rows before committing. The dividend history is reconstructed in the cash flows surface as recurring income tied to the originating asset.
Wlthy generates a verified Wealth Statement PDF with cost basis, current value and realised gain / loss per disposed asset — accepted by tax preparers for AU CGT, UK CGT, US 1099-B reconciliation and other regimes. Wlthy does not file taxes for you; the statement feeds your accountant or self-filed return.
Yes — wlthy pulls live quotes via Stooq + yfinance with full coverage of ASX, NZX, LSE, AIM and all major European bourses. Exchange-suffixed tickers (.AX, .NZ, .L, .DE, .IS) resolve via yfinance native currency reporting; non-suffixed tickers default to Stooq's US-centric path with a yfinance fallback.
Sharesight's Investor plan is around USD $15 / month, scaled up by holdings count. wlthy White is €19 / month flat with no holdings cap on the multi-asset surface; Gray (€39) adds the Detailed Reports cockpit; Black (€69) unlocks MCP / API access for Claude and ChatGPT agents. Every plan includes a 3-day free trial.
Import your Sharesight CSV in seconds; wlthy fills the gaps Sharesight leaves blank. Three days free — see the multi-asset cockpit and the Wealth Statement before committing.
3-day free trial · Cancel anytime · Swiss-built · Bank-grade security
“Sharesight” is a trademark of Sharesight Pty Ltd. wlthy is not affiliated with, sponsored by, or endorsed by Sharesight. Feature comparison reflects publicly available information as of the page's last update and is offered for prospective-user evaluation.