Looking for a Sharesight Alternative?
If you're comparing portfolio trackers, Sharesight is a solid, established choice — it's been around since 2009 and over 500,000 investors use it. This page is an honest, sourced comparison, not a takedown. Here's exactly where Zyvo and Sharesight differ, so you can pick the right one for your situation.
Price comparison
| Zyvo | Sharesight Free | Sharesight Starter | Sharesight Standard |
|---|---|---|---|
| $8/mo billed monthly, or $80/yr billed annually 1 plan, everything included |
$0 10 holdings, no tax reports |
$7/mo billed annually 30 holdings |
$18/mo billed annually unlimited holdings, 4 portfolios |
Zyvo's single plan roughly matches Sharesight's Standard tier on holdings and multi-currency support — at less than half the price. Sharesight's Free and Starter plans are cheaper than Zyvo, but cap you at 10 or 30 holdings and, on the Free plan, skip tax reports entirely.
Feature comparison
| Zyvo | Sharesight | |
|---|---|---|
| Holdings limit | Unlimited, every plan | 10 (Free) / 30 (Starter) / unlimited (Standard+) |
| TWR & IRR performance metrics | Yes | Yes |
| Tax report (FIFO / Average Cost) | Yes, one-click switch | Yes, from Starter plan up (not Free) |
| Short-term vs long-term gains split | Yes | Yes |
| Tax report & annual review PDF export | Yes | Yes |
| Corporate actions (splits, transfers) in-app | Yes, one-click apply | Yes, auto-handled on sync |
| Portfolio concentration risk (HHI) | Yes | No |
| Proactive insight alerts (risk, benchmark, tax) | Yes | No |
| Live real-time prices | Yes, ~15s refresh | Delayed (typically 15-20 min) |
| Multi-currency, per-transaction FX | Yes, 40 currencies | Yes, from Standard plan up |
| Number of portfolios | Unlimited | 1 (Free/Starter) / 4 (Standard) / 10 (Premium) |
| Xero integration | No | Yes, Standard plan up |
| Dedicated advisor / business plan | No | Yes |
| Try without an account | Yes, live demo | Demo portfolio after signup |
Where Sharesight has the edge
To be fair about it: Sharesight has a 15+ year track record, supports a broader range of global exchanges, and offers a dedicated Business plan for accountants and advisors managing many client portfolios (a flat $13.50 per portfolio, regardless of volume) — something Zyvo doesn't offer today. If you're an advisor managing client accounts, or you need Xero integration specifically, Sharesight's ecosystem is more mature.
Where Zyvo differs
Zyvo's bet is a single plan with everything unlocked, rather than gating features like tax reports and multi-currency behind higher tiers. It also adds two things Sharesight doesn't offer at any tier: real-time price refresh (Sharesight's pricing is delayed) and portfolio concentration risk analysis using the Herfindahl-Hirschman Index, so you can see how exposed you actually are to a single position — not just how many tickers you hold.
Frequently asked
Is there a cheaper alternative to Sharesight with unlimited holdings?
Yes. Zyvo charges a flat $8/month for unlimited holdings and unlimited portfolios. Reaching unlimited holdings on Sharesight requires the Standard plan at $18/month.
Does Zyvo have tax reporting like Sharesight?
Yes — a tax report with a one-click switch between FIFO and Average Cost, plus CSV export, included on Zyvo's single plan. Sharesight's Free plan has no tax reports at all.
Does Sharesight or Zyvo have real-time prices?
Zyvo refreshes prices roughly every 15 seconds. Sharesight's pricing is delayed, typically by 15-20 minutes.
Try Zyvo with a real sample portfolio — no signup required.
See TWR/IRR, tax reports, and risk analytics for yourself before deciding.
View the live demo →Or start your free 14-day trial — no credit card required.