Vestiio vs Sharesight

Which one should you pick?

Pick Sharesight if

Your priority is tax and dividend reporting, trade-confirmation imports, or accountant-friendly exports. Also if you need several portfolios at the lowest price, where its per-portfolio economics beat ours.

Pick Vestiio if

You want your holdings interpreted rather than recorded: portfolio-aware AI chat, opinionated scoring, material news on what you actually own, and 13F fund tracking in one place.

Feature by feature

Capability	Vestiio	Sharesight
Portfolio tracking and performance	✓	✓
Dividend tracking	✓	✓
Tax reporting (CGT, franking, foreign income)Vestiio does not do tax reporting, by design	✕	✓
Trade confirmation email imports	✕	✓
Accounting integrations (Xero and similar)	✕	✓
Portfolio-aware AI chatSharesight does use AI, for importing trades from files and screenshots. This row is about chat on your holdings	✓	✕
13F fund tracking	✓	✕
Shareable portfolio pageThey offer sharing too. Ours differs in what it shows, described below	✓	✓
Private, invite-only leaguesA public community or ranking is common. This row is about invite-only leagues among people you choose	✓	✕
Swiss data residencyApplication data hosted in Switzerland. Their hosting is their own to state; this row is only about ours	✓	✕

Where Sharesight is stronger

Mature tax, dividend, and performance reporting, including trade-confirmation email imports.
Broad broker, software, and partner integrations, including Xero, labels, and cash accounts.
Better portfolio-count economics: ten portfolios on Premium costs less than Vestiio Premium.
Long history, large user base, and mature help material, which are real trust signals.

Where Vestiio is stronger

Portfolio-aware AI chat that knows your holdings, scores, thesis, risk, and the macro regime.
V-Score and ETF Rating as opinionated, thesis-aware scoring rather than raw data.
Portfolio Radar: AI-classified material news on the things you actually own.
13F Fund Explorer and an analyst feed scored on predictive skill.
A full style-driven screener and research workflow.
Private, invite-only leagues, plus a global leaderboard where performance is broker-verified and you stay anonymous.
A share page in percentages rather than amounts, so you show how you invest without showing how much.
A month-by-month activity record on that page: what you bought and sold, how your thesis changed, and a written summary of the month.
Swiss-hosted, with portfolio contents never used to train models.

Pricing

Vestiio

Plan	Price	Includes
Basic	$19/mo	1 portfolio, $190/yr
Pro	$39/mo	2 portfolios, $390/yr
Premium	$59/mo	5 portfolios, $590/yr

Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A Demo workspace with a synthetic portfolio lets you try the product before paying.

Sharesight

Plan	Price	Limits
Free	$0	1 portfolio, 10 holdings
Starter	$9.33/mo	1 portfolio, 30 holdings
Standard	$24/mo	4 portfolios, unlimited holdings
Premium	$31/mo	10 portfolios, unlimited holdings

Sharesight pricing last verified 2026-09-03 against their own pricing page. Check it before relying on the figures.

Try Vestiio on your own portfolio

Connect a broker read-only, or start in a demo workspace with a synthetic portfolio and see what the analysis looks like before you pay.

See plans and pricing