Sharesight vs Holfolio

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

Sharesight is a Finance solution with tags like investing, stocks, performance, reporting, dividends, tax.

It boasts features such as Portfolio tracking, Performance reporting, Tax reporting, Dividend tracking, Brokerage account aggregation and pros including Consolidates investments into one dashboard, Automated tax reporting, Detailed performance analytics, Customizable dashboard and reports.

On the other hand, Holfolio is a Business & Commerce product tagged with personal-finance, budgeting, expense-tracking, open-source.

Its standout features include Custom categories for income and expenses, Scheduled and recurring transactions, Investment tracking, Budgeting tools, Charts and graphs, Financial reports, and it shines with pros like Free and open source, User-friendly interface, Powerful budgeting and reporting features, Cross-platform - works on Windows, Mac, Linux.

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

Product Overview

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.

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.

Key Features Comparison

Sharesight Features

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

Holfolio Features

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

Pros & Cons Analysis

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

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

Pricing Comparison

Sharesight

• Freemium
• Subscription-Based

Holfolio

• Open Source
• Free