Sharesight is the reference tool for multi-currency portfolio tracking with country-specific capital-gains-tax reports. Foliolytic is the free, no-signup analytics layer Sharesight never tried to be. Honest 2026 head-to-head — where each one wins, and where each one loses.
Try Foliolytic Free →Replace Sharesight with Foliolytic if you mainly need risk-adjusted return analytics — Sharpe, Sortino, XIRR, drawdowns, alpha, beta, R-squared — and don't want to pay $14–36 per month. Keep Sharesight if your primary need is country-specific capital-gains-tax reports (Australia, New Zealand, UK, US) or long-running multi-year dividend income summaries with franking, imputation, or qualified-dividend classification. Many investors run both: Foliolytic for free analytics, Sharesight for tax-time output.
Free · No signup · 70+ metrics · No 10-holding cap · No broker loginSharesight has been around since 2007, originally launched in New Zealand and now serving investors globally. It is the most-recommended portfolio tracker on Australian and New Zealand investing forums for a specific reason: its capital-gains-tax reports save real money at tax time. The Capital Gains Tax Report alone justifies the subscription for most investors with non-trivial taxable accounts. Sharesight's free tier supports up to 10 holdings; paid tiers (Starter, Investor, Premium) run approximately $14 to $36 per month per their pricing page — verify the current rate at sharesight.com/pricing.
Foliolytic launched in 2026 with a different goal. It does not produce tax reports. It does compute every risk-adjusted return metric a serious retail investor cares about — Sharpe ratio, Sortino, XIRR, max drawdown, alpha vs benchmark, beta, R-squared, Value at Risk, Calmar, Treynor, plus 60+ others — and it does so for free, with no holdings cap, no signup, and no broker login. The tools overlap on basics like total return and dividend-aware performance, but the depth profiles are different.
The table below reflects the public state of both tools as of May 2026. Sharesight pricing varies by currency and country; verify against their pricing page before subscribing.
Sharesight has earned its subscription price for a reason. If any of the following matters more to you than risk-adjusted analytics, Sharesight is the right tool — and Foliolytic doesn't try to compete in this lane.
Sharesight is dividend-and-tax-focused; risk-adjusted return analytics are not its design. Foliolytic was built specifically for the analytics workflow Sharesight does not address.
$0 / month, $0 / year. No paid tier exists. Every metric, every brokerage format, every chart is free. No holdings cap, no time limit, no subscription. Foliolytic has no VC investors and no revenue obligation.
Sharesight runs a four-tier subscription per their pricing page — verify the current rate at sharesight.com/pricing:
Pricing varies by currency (AUD, NZD, GBP, USD) and is billed monthly or annually. The Investor tier is the most common paid plan. Annual billing typically delivers ~17% off the monthly rate.
Sharesight's promise — direct broker sync, long-running portfolio history, multi-year tax reports — structurally requires server-side storage of your full transaction history. There is no version of automatic broker refresh that does not store your data somewhere. That is not a Sharesight-specific issue; it is true of any tool that promises automatic refresh.
Foliolytic took the opposite trade. You upload an exported CSV manually rather than connecting your brokerage account, so we never hold broker credentials and there's no automatic refresh to maintain. The compromise: you re-upload a CSV when you want refreshed analytics. For a tool used a few times a year for portfolio review, that compromise is small.
If you are using Sharesight only for analytics (not for tax reports), the migration takes minutes.
The cleanest path: export the same brokerage transaction CSV you originally fed into Sharesight, and drop it onto the Foliolytic homepage. Foliolytic's format detector recognizes 30+ brokers (Schwab, Fidelity, Interactive Brokers, Robinhood, Vanguard, Tiger, Westpac, CommSec, ASB Securities, IG, and many more) and reconciles tickers, dividends, and splits automatically.
From your Sharesight dashboard, navigate to your portfolio and use the "Export" function to download the trade history as CSV. Foliolytic accepts the standard Sharesight CSV layout. Note: re-uploading the original broker CSV (Option A) is usually cleaner because Sharesight occasionally normalizes ticker symbols in ways that Foliolytic's resolver handles differently.
The annualized return Foliolytic shows should match (within rounding) what Sharesight calls "Money-Weighted Return." On top of that, you immediately see Sharpe, Sortino, drawdown profile, alpha vs S&P 500, and 65+ other metrics Sharesight does not compute.
Drop a brokerage CSV and see Sharpe, Sortino, drawdowns, alpha, and 70+ metrics — free, no signup, no holdings cap, no broker login.
Analyze My Portfolio Free →Sharesight has a free tier capped at 10 holdings, which is too small for most diversified portfolios. Paid tiers (Starter, Investor, Premium) run approximately $14 to $36 per month depending on currency (AUD, NZD, GBP, USD) and feature set. Verify current pricing at sharesight.com/pricing. Foliolytic has no tier, no holdings cap, and no paid version.
Sharesight requires signup and stores your full transaction history tied to an account — that is the structural requirement for any tool offering direct broker API sync or saved multi-year portfolio history. Sharesight's privacy policy is investor-friendly and they do not sell data. Foliolytic requires no signup, no broker login, and no PII; we do not sell or share data with third parties.
No. Sharesight requires email signup even for the free tier. Foliolytic requires no signup — drop a CSV and you have analytics in seconds.
Use Foliolytic if you want Sharpe ratio, Sortino, drawdowns, alpha, beta, XIRR, and 65+ other risk-adjusted return metrics — without paying $14–36 per month and without a 10-holding free-tier cap. Sharesight does not natively compute Sharpe, Sortino, or max drawdown. Keep Sharesight if your priority is country-specific capital-gains-tax reports (AU, NZ, UK, US) or dividend income summaries with franking, imputation, or qualified-credit breakouts.
Partially. Foliolytic supports multi-currency portfolios with historical FX rates, ingests 30+ broker CSV formats, and is dividend-and-split-aware. Foliolytic does NOT produce country-specific capital-gains-tax reports, does NOT do direct broker API sync, and does NOT break out dividend income by franking, imputation, or qualified-dividend classification. For tax-time output, Sharesight remains the reference tool.
Sharesight focuses on dividend tracking, capital gains tax reports, and a small set of basic performance metrics (annualized return, contribution analysis, currency-adjusted returns). It does not natively compute the Sharpe ratio, Sortino ratio, max drawdown, alpha, beta, or other risk-adjusted return metrics. Foliolytic is built specifically for that workflow.
Yes. Sharesight allows CSV export of holdings and trades, and Foliolytic's format detector recognizes the standard Sharesight transaction-history CSV layout. The same brokerage CSV that originally fed Sharesight will also work directly in Foliolytic — you can skip Sharesight as the middle layer if analytics is your primary use case.