Sharesight alternative: research tool

Sharesight answers "how are my investments doing, and what do I owe on them". ValueScreener answers "is this business still what I thought it was". Those are different questions, and this page exists because the two products get compared anyway. The honest summary is that Sharesight is better at its question than any research tool would be, and it does not attempt ours.

What both do

Both keep a list of companies you care about and both send email. That is close to the whole overlap. Their pricing page, read 2026-09-18, publishes "Price & portfolio email alerts" as a feature row ticked on all four plans including Free.

The difference that decides it

Sharesight is investment accounting. Their pricing page publishes performance reporting, automatic dividends and corporate-action adjustments, multi-currency handling, taxable income and historical cost reports, benchmarking, drawdown risk, contribution analysis, unlisted investments, cash accounts, trade confirmation email imports and a Xero integration. Portfolios, holdings and custom groups are the metered units, from 1 portfolio and 10 holdings on Free upwards. That is a bookkeeping product done properly, and there is nothing of it here.

This product is the other half of the sentence. It reads ten years of filed US statements from EDGAR, recomputes the ratios and the forensic scores, and opens each figure into its formula, its inputs, the source statement, the fiscal year and the filing date. Then it holds a written thesis: the reasons you bought, and the numeric guardrails those reasons depend on. Every night those guardrails are re-tested against newly filed data, and one email goes out on the day one breaks.

The alerting difference matters and is worth stating precisely. Their published alert is a price and portfolio trigger. A guardrail here fires on a company's accounts: a margin that fell under a level, a coverage ratio that dropped below one, a streak that ended. What we could not find published on their own pricing page as of 2026-09-18 is a screener, a valuation model, a filing-level figure trace or a fundamental-condition alert, which is unsurprising, because the product is a portfolio tracker and does not claim to be anything else.

What each costs

Their figures are quoted from their own pricing page and terms of use as read on 2026-09-18. On the trial row, be careful with what you read elsewhere: a 14-day trial figure appears on third-party pages, and it is deliberately not repeated here because it was not confirmed on their own site. The words "trial" and "refund" appear nowhere on their pricing page, including inside the collapsed FAQ answers, which were opened to check. A UK consumer 14-day cancellation right is stated separately in their terms, and the same clause says it is lost once you ask them to start: "Where you expressly request us to commence the provision of Sharesight during the Cancellation Period, you will lose your right to cancel your Subscription Plan." Their pricing FAQ publishes an annual discount: "Yes, you can save approximately 25% by choosing annual billing instead of monthly billing on all paid plans."

Where Sharesight is better

Everything to do with what you own. Performance reporting that separates capital gain from dividends and currency, automatic dividend and corporate-action handling, multi-currency valuation, taxable income and historical cost reports, benchmarking, contribution analysis, unlisted investments and cash accounts are accounting-grade features, and this product has none of them. It reads holdings you record or import from a CSV, with shares, cost basis and your own note, as one portfolio: size, spread, income from filed dividends and returns against cost. It does no realised-gains accounting, no corporate-action bookkeeping and nothing for tax.

Trade confirmation email imports and the Xero integration mean the portfolio maintains itself rather than being typed in.

They are multi-market and multi-currency by design, and they publish the list: their supported exchanges page states that Sharesight "supports over 60 stock exchanges and managed funds" and tracks "price, performance and dividends from 700,000+ global stocks, crypto, ETFs and funds", with a price delay printed per market. This product converts a currency only where a company reports in one other than the dollar, and it covers companies listed on NYSE, NASDAQ and NYSE American, plus 54 other markets with a Home Market Pack (see each market).

There is a free tier for ten holdings and a $7 a month entry, where the portfolio tracker here comes with Serious: $29/month or $299/year, and their own page publishes "Over 600,000+ investors track their investments with Sharesight".

Who should pick which

If the thing you need is a clean, accurate record of what you own and what it has done, take Sharesight. No research tool substitutes for it and this one does not try.

If the thing you need is to know when the business behind a holding stops matching the reason you bought it, that is the job here. Many readers will want both, and the two do not compete for the same slot. Neither is advice, and neither is this page.

What this leaves out

Every claim about Sharesight here was read on their own pricing page and terms of use on 2026-09-18. Their market list is not on the pricing page and is quoted above from their own supported exchanges page, which is linked from their homepage as "Supported markets" and lives at a longer address than the one that name suggests. Their pricing table marks capabilities with an icon rather than a word, so the alert row quoted above was read out of the table's own markup and not inferred from the rendered text. Years of financial statement history do not apply to a portfolio record and are not stated here. Their trial terms are not published on their pricing page as of that date, so this page records that rather than borrowing a figure from elsewhere. Where this page says a capability was not found, that is absence of published evidence on the pages read, not a statement that it does not exist.