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Sharesight alternatives: 3 apps ranked by verified data

Facts checked Nov 1, 2026AppBreakup editorialHow we rank

Common reasons people leave Sharesight: free plan is capped at 10 holdings, and advanced reports only on higher paid plans. We ranked 3 alternatives by how directly each one replaces Sharesight, then by reviews, real visits and how recently each app's facts were checked against its own website. Monarch Money currently ranks first.

Quick comparison

#AppPricingOpen sourcePlatformsVerified factsScore
1Monarch Money logoMonarch MoneyPaidNoWeb, iOS, Android5 of 567.6
2Ghostfolio logoGhostfolioOpen sourceYesWeb, Self-hosted3 of 362.6
  1. Monarch Money logo

    1. Monarch MoneyTop pick

    Best for: Couples and households who want every account, budget and goal in one shared, automatic view

    PaidWeb, iOS, Android

    67.6

    score / 100

    Why switch from Sharesight

    Combines investment tracking with budgeting and spending in one paid app.

    Pros

    • Links to 13,000+ institutions through several data providers
    • Partner or financial professional included at no extra cost
    • Budgets, recurring bills, net worth and goals in one place
    • Works on web, iOS and Android
    • No ads; revenue comes from subscriptions

    Cons

    • No free tier after the one-week trial
    • Relies on bank connections, which can need relinking
    • Forecasting and deeper investment tools need the Plus tier
    Visit Monarch Money Details and reviews
    How this score is calculated
    Editorial fit ×0.346
    Reviews ×0.363
    Clicks (90 days) ×0.15100
    Freshness ×0.15100
    Votes ×0.150

    0 counted reviews, 0 up and 0 down votes. Full formula

    Is Monarch Money a good Sharesight alternative?

    Verified facts

    5 of 5 verified
    Price
    $99.99/year or $14.99/month
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Free trial
    First week free
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Refunds
    No-questions-asked money-back guarantee
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Institutions
    13,000+
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Collaboration
    Partner or professional at no extra cost
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
  2. Ghostfolio logo

    2. Ghostfolio

    Best for: Privacy-minded investors who want a self-hostable web dashboard for their portfolio

    Open sourceSelf-hostableWeb, Self-hosted

    62.6

    score / 100

    Why switch from Sharesight

    Open-source web dashboard you can self-host instead of trusting a hosted service.

    Pros

    • Open source and self-hostable
    • Works in any browser, including phones
    • Clear allocation and performance views

    Cons

    • No automatic broker or bank syncing
    • Self-hosting needs a server and some Docker knowledge
    • Some data features need the paid hosted plan
    Visit Ghostfolio Details and reviews
    How this score is calculated
    Editorial fit ×0.387
    Reviews ×0.363
    Clicks (90 days) ×0.150
    Freshness ×0.1585
    Votes ×0.150

    0 counted reviews, 0 up and 0 down votes. Full formula

    Is Ghostfolio a good Sharesight alternative?

    Verified facts

    3 of 3 verified
    License
    AGPL-3.0
    Checked Nov 1, 2026github.com(opens source in a new tab)
    Type
    Open-source wealth management software
    Checked Nov 1, 2026github.com(opens source in a new tab)
    Tech stack
    Angular, NestJS, Prisma
    Checked Nov 1, 2026github.com(opens source in a new tab)

The best Sharesight alternative for…

The highest-ranked app in this list for each need.

Monarch Money logo

Best Sharesight alternative for most people

Monarch Money

Combines investment tracking with budgeting and spending in one paid app.

Portfolio Performance logo

Best Sharesight alternative for a free option

Portfolio Performance

Free, open-source desktop app that keeps your data local, if you can enter trades yourself.

Ghostfolio logo

Best Sharesight alternative for open source

Ghostfolio

Open-source web dashboard you can self-host instead of trusting a hosted service.

Ghostfolio logo

Best Sharesight alternative for self-hosting

Ghostfolio

Open-source web dashboard you can self-host instead of trusting a hosted service.

Portfolio Performance logo

Best Sharesight alternative for Mac

Portfolio Performance

Free, open-source desktop app that keeps your data local, if you can enter trades yourself.

Portfolio Performance logo

Best Sharesight alternative for Windows

Portfolio Performance

Free, open-source desktop app that keeps your data local, if you can enter trades yourself.

Portfolio Performance logo

Best Sharesight alternative for Linux

Portfolio Performance

Free, open-source desktop app that keeps your data local, if you can enter trades yourself.

Monarch Money logo

Best Sharesight alternative for iPhone and Android

Monarch Money

Combines investment tracking with budgeting and spending in one paid app.

Monarch Money logo

Best Sharesight alternative for working in the browser

Monarch Money

Combines investment tracking with budgeting and spending in one paid app.

Sharesight alternatives: common questions

What is the best alternative to Sharesight?

Monarch Money ranks first right now. Combines investment tracking with budgeting and spending in one paid app. Portfolio Performance and Ghostfolio follow it in our ranking.

Is there a free alternative to Sharesight?

Yes. Portfolio Performance (open source) and Ghostfolio (open source) have a free option. Check each app's verified facts for current plan limits.

Is there an open-source alternative to Sharesight?

Yes: Portfolio Performance and Ghostfolio. Ghostfolio can also be self-hosted.

Which Sharesight alternatives work on Linux?

Portfolio Performance runs on Linux.

Why do people switch from Sharesight?

The complaints we hear most: free plan is capped at 10 holdings; advanced reports only on higher paid plans; your data lives on Sharesight's servers.

How is this list ranked?

Every app is scored with the same published formula: how directly it replaces Sharesight, reviews (weighted by verification), visits from AppBreakup, how recently its facts were checked against its own website, and reader votes.