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 help understanding your holdings: portfolio-aware AI chat, opinionated scoring, material news on what you own, and 13F fund tracking in one place.
Feature by feature
| Capability | Vestiio | Sharesight |
|---|---|---|
| Weekly research on your own standing questionsVestiio: three personal Scouts on Premium, with retained research history and sourced findings when something changes. House Scouts are available on every plan. Sharesight documents price alerts, company-event emails, and weekly portfolio summaries. An equivalent standing-question workflow was not verified in the official sources reviewed on 16 September 2026. | ✓ | Not verified |
| 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
- Scouts revisit your investment questions every Sunday, retain research history, and surface meaningful changes with source quotes and links. Premium includes three personal Scouts; house Scouts are available on every plan.
- Portfolio-aware AI chat that knows your holdings, scores, thesis, risk, and the macro regime.
- V-Score and ETF Rating: opinionated scores that take your investment thesis into account.
- Portfolio Radar: news about your holdings, with AI marking which stories are material.
- 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, so others see how you invest without seeing how much you have.
- 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 14-day Premium trial with no card needed lets you try it on your own portfolio 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.