💡 Pick it for deeper performance, dividend, and tax reporting across global investments.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Best Statfolio Alternatives ranked by AI · updated Aug 2026
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Statfolio is an investment portfolio tracker for individual investors who want to monitor stocks, ETFs, and related performance data in one place. It focuses on consolidated portfolio views, allocation analysis, and investment statistics.
Top 6 Statfolio alternatives
2
Empower Personal Dashboard
Empower
💡 Pick it if you want a free U.S. dashboard combining investments, net worth, cash flow, and retirement planning.
Empower Personal Dashboard is a free financial-tracking service for monitoring spending, investments, net worth, and cash flow. It is particularly useful for...
Pros
- Free account aggregation and net-worth monitoring
- Stronger investment and retirement views than Bootstrap Money
- Cash-flow and spending dashboards provide useful financial context
Cons
- Budgeting controls are less comprehensive than YNAB's
- Personalized advisory outreach may be unwanted by some users
- Less focused on step-by-step financial education than Bootstrap Money
💡 Pick it when your portfolio includes real estate, private assets, crypto, and international accounts.
Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...
Pros
- Broader asset and liability coverage than myPFS
- Strong support for investment, property, and alternative-asset tracking
- Useful historical net worth reporting for wealthier households
Cons
- More expensive than basic personal finance apps
- Less focused on producing a lender-specific statement
- Can require manual updates for unusual or private assets
From $150/year
💡 Pick it for a free, open-source tracker with detailed transaction control and local data storage.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Pros
- Free with no recurring subscription
- Open-source and stores portfolio data locally
- Detailed performance, allocation, and transaction analysis
Cons
- Requires more manual setup than GainsKeeper
- Broker imports are less turnkey than commercial services
- Tax-reporting automation is more limited
Free, open source
5
getquin
getquin
💡 Pick it if you want portfolio tracking combined with a social investing community and mobile-first experience.
getquin is a social investment tracking platform for monitoring portfolios, dividends, and market activity across supported brokers and assets. It targets retail...
Pros
- Offers a more social investing experience than Beanvest
- Broker connections can reduce manual data entry
- Includes dividend tracking and portfolio performance views
Cons
- Community features can add noise compared with Beanvest's focused tracking
- Broker support and automation vary by country
- Less established for professional tax and advisor reporting than Sharesight
Freemium, Premium from about €9.99/mo
💡 Pick it for dividend-focused analysis, portfolio comparisons, and richer investment dashboards.
Snowball Analytics is a web-based portfolio tracker for investors who want to monitor dividends, income, performance, and asset allocation. It supports portfolio...
Pros
- Detailed dividend forecasting and income analytics
- Purpose-built dashboards for income-oriented investors
- Tracks portfolio allocation and performance across holdings
Cons
- Paid features are required for deeper portfolio analytics
- Broker and market data integrations vary by region
- Less established than Sharesight for tax reporting
Freemium, paid plans available
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