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Portfoli.au and Sharesight, side by side

Both keep a record of your Australian investments and work out your capital gains. Here is what each costs and does, including where Sharesight does more.

Last checked 30 September 2026

What it costs
What you needPortfoli.auSharesight
Free planUp to 10 investments at a time. Ones you have sold don't count. One portfolio. Gains from sales for each financial year included.Up to 10 holdings, including ones you have sold. One portfolio. No tax reports.
Tax reports for one portfolioPro: $100 a year, or $10 a month.Tax Pack: $59 a year for one portfolio. Also included in Standard and Premium.
A portfolio for each family member or platform, with tax reportsPro: $100 a year. No limit on portfolios.Standard: $348 a year ($29 a month) for 4 portfolios. Premium: $588 a year ($49 a month) for 10.
Cheapest paid planPro: $100 a year, or $10 a month. No limit on investments.Basic: $108 a year, or $12 a month. 30 holdings, including ones you have sold.
What it does
What you needPortfoli.auSharesight
Getting your trades inUpload the file your broker gives you, or type trades in. Files from CommSec, Stake, Selfwealth, Raiz and CoinSpot are recognised automatically.Connects to hundreds of brokers and apps, and can read trade confirmation emails.
MarketsFree: ASX. Pro: ASX, US, London, Toronto, New Zealand and crypto.Its supported markets on every plan.
Capital gainsEvery sale's gain or loss for each financial year, with every step shown. Oldest shares are sold first. Pro adds a tax-time pack as a PDF and spreadsheet files.Capital gains tax report in the Tax Pack, where you can choose which purchases a sale comes from.
Dividends and franking creditsPro: dividends estimated from each ex-dividend date and what you held, before franking. Franking credits are not included yet.Dividends recorded automatically on every plan, with franked and unfranked amounts, over 20 years of dividend history, and a taxable income report in the Tax Pack.
Net worthBoth plans: your investments, plus your home, super, loans and other debts.Cash accounts and unlisted investments can be recorded.
ASX 200 comparisonBoth plans: the same money in and out of the ASX 200, on your chart.Benchmarking is one of its listed features.
Sharing with your accountantNot yet. Read-only access is planned for Pro. Until then, Pro's tax-time pack is a file you can send.Portfolio sharing on every plan.
Email alertsNot offered.Price and portfolio email alerts on every plan.
Phone appNo app. The website works on a phone.A free app.
SMSF, trust and company portfoliosPersonal portfolios only, for now.Supported, with the capital gains discount for each type of entity.
Independent security certificationNone yet. See how your data is protected on our security page.SOC 2 certified.

The short version

For one person with one account who wants tax reports, Sharesight's $59 Tax Pack is cheaper. For a family, or anyone with several platforms, Portfoli.au Pro is $100 a year against $348.

Where Portfoli.au costs less

Families and people with several platforms. Pro gives you as many portfolios as you need for $100 a year. Keeping 4 on Sharesight takes its Standard plan at $348 a year.

The free plan. Both free plans stop at 10. On Portfoli.au that is 10 investments you hold now: sell one in full and the space comes back. Sharesight counts every holding you have ever had, including sold ones.

Gains from sales on the free plan. Portfoli.au works out each sale's gain or loss for every financial year on Free. Sharesight's free plan has no tax reports.

Where Sharesight does more

Sharesight has been around far longer and does a lot we don't yet. If any of these matter to you, it is likely the better choice today.

  • It connects straight to hundreds of brokers. With us you upload a file.
  • It records dividends and franking credits for you, with a taxable income report for your return.
  • You can share a portfolio with your accountant.
  • It supports SMSF, trust and company portfolios.
  • It has a phone app and email alerts.
  • It is SOC 2 certified.
  • For one portfolio, its $59 Tax Pack costs less than our Pro.

Which suits you

Portfoli.au suits you if you want one simple record across your platforms in plain English, keep portfolios for several people, or want your investments shown alongside the rest of what you own and owe.

Sharesight suits you if you want trades to arrive by themselves, need franking credits and a taxable income report now, or run an SMSF, trust or company.

Moving your records across

Download your trade history from your broker and upload it on the upload page. If the file isn't one we recognise, you match its columns once, and the preview shows every row before anything is saved.

The free plan reaches back 12 months. Pro takes your whole history, which you need for the right cost base on shares bought earlier.

How we checked

Sharesight's prices and features come from its own Australian pricing page and investment tax page, read on 30 September 2026. Its prices include GST. Yearly prices are the ones billed annually. Prices and features change, so check Sharesight's site before you decide.

Our own plans are on the plans page. If you spot something here that is out of date, email support@portfoli.au and we will fix it.

Sharesight is a trademark of its owner. Portfoli.au isn't affiliated with or endorsed by Sharesight. This page is general information, not financial advice.