Holfolio vs Sharesight

Struggling to choose between Holfolio and Sharesight? Both products offer unique advantages, making it a tough decision.

Holfolio is a Business & Commerce solution with tags like personal-finance, budgeting, expense-tracking, open-source.

It boasts features such as Custom categories for income and expenses, Scheduled and recurring transactions, Investment tracking, Budgeting tools, Charts and graphs, Financial reports and pros including Free and open source, User-friendly interface, Powerful budgeting and reporting features, Cross-platform - works on Windows, Mac, Linux.

On the other hand, Sharesight is a Finance product tagged with investing, stocks, performance, reporting, dividends, tax.

Its standout features include Portfolio tracking, Performance reporting, Tax reporting, Dividend tracking, Brokerage account aggregation, and it shines with pros like Consolidates investments into one dashboard, Automated tax reporting, Detailed performance analytics, Customizable dashboard and reports.

Feature	Holfolio	Sharesight
Overall Score	N/A	N/A
Primary Category	Business & Commerce	Finance

Product Overview

Holfolio

Description: Holfolio is an open-source personal finance manager and budgeting software. It allows users to track income, expenses, investments, and budgets. Key features include custom categories, charts and graphs, scheduled transactions, and financial reports.

Sharesight

Description: Sharesight is an online portfolio tracker and performance reporting tool for investors. It allows you to consolidate all your investment holdings from various brokers, banks and platforms to track performance, tax, dividends and more in one place.

Key Features Comparison

Holfolio Features

• Custom categories for income and expenses
• Scheduled and recurring transactions
• Investment tracking
• Budgeting tools
• Charts and graphs
• Financial reports

Sharesight Features

• Portfolio tracking
• Performance reporting
• Tax reporting
• Dividend tracking
• Brokerage account aggregation

Pros & Cons Analysis

Holfolio

Pros

• Free and open source
• User-friendly interface
• Powerful budgeting and reporting features
• Cross-platform - works on Windows, Mac, Linux

Cons

• Limited mobile app availability
• Steep learning curve
• Not many customization options
• Lacks some advanced features like debt management

Sharesight

Pros

• Consolidates investments into one dashboard
• Automated tax reporting
• Detailed performance analytics
• Customizable dashboard and reports

Cons

• Limited free plan
• No mobile app
• Less tools than some competitors

Pricing Comparison

Holfolio

• Open Source
• Free

Sharesight

• Freemium
• Subscription-Based