Compared on 30 September 2026, using Sharesight's own website and help centre. Features and prices change; check Sharesight's pricing page for current details.
What's the main difference between Worthbase and Sharesight?
Sharesight is built around investment portfolios: it imports trades automatically from supported brokers, applies dividends and corporate actions for you, and produces performance and tax reports. Worthbase is built around the household balance sheet: shares and crypto sit next to property, mortgages, retirement accounts and cash, and you manage it all by talking to Claude, ChatGPT or another AI app that reads your statements.
If your main job is tracking a share portfolio and preparing tax reports, Sharesight is a mature, specialised tool. If you want one place for everything your household owns and owes, and you'd rather ask questions than learn an app, Worthbase is designed for that.
Worthbase and Sharesight side by side
| Worthbase | Sharesight | |
|---|---|---|
| How you use it | Inside your AI app (Claude, ChatGPT, Cursor, any MCP client). A read-only web dashboard. | Web and mobile app. |
| Getting trades in | Your AI reads broker CSVs, PDFs or screenshots. Preview before saving. No broker logins. | Automatic imports from 200+ broker integrations, trade confirmation emails, file uploads and manual entry. |
| Dividends and corporate actions | Recorded from your statements (dividends, interest, splits). | Updated automatically, including dividends, DRPs and share splits. |
| Markets | Major exchanges including the US, London and the ASX, priced daily; crypto; gold and silver. | 60+ markets; shares, ETFs, funds and crypto. |
| Property, loans, retirement accounts | First-class: property with valuations, mortgages linked to properties and offsets, loan-to-value, retirement accounts by balance. | Property, super and cash can be tracked as unlisted investments or cash accounts (cash accounts on Standard and above). |
| Ownership | Exact percentage splits between people, trusts, companies, SMSFs and partnerships. | Portfolios, with sharing and custom groups. |
| Gains and tax | Realised and unrealised gains and losses per holding and per sale, in any country. No tax reports. | CGT report for Australian and Canadian tax residency portfolios; taxable income report; other country-specific reports. |
| Safety model | Every write previewed, audited, undoable; no hard deletes. | You edit records directly in the app. |
| Weekly summary | Weekly email with what moved and goal progress. | Price and portfolio email alerts. |
| Price | US$3.99/month with a 7-day free trial, or US$49 once for lifetime access (launch price). | Free plan (1 portfolio, up to 10 holdings) and paid plans; prices vary by region. See their pricing page. |
How does data get in?
This is the biggest practical difference. Sharesight connects to many brokers and keeps trades flowing in with little effort from you. For an active investor with a supported broker, that's a real advantage.
Worthbase deliberately has no sync. You download an export from your broker (or take a screenshot) and give it to your AI. The AI maps the columns, and Worthbase validates every row and shows a preview: new holdings, trades, duplicates skipped, conflicts and whether the result matches the statement. Nothing is saved until you say yes. Re-importing the same file changes nothing. There are step-by-step import guides for popular brokers such as Interactive Brokers, CommSec and Hargreaves Lansdown.
The trade-off: you do a few minutes of work each month or quarter, and in exchange no one holds your broker credentials and nothing changes in your records without your approval.
What does each one cover?
Sharesight's depth is in listed investments: dividends and corporate actions applied automatically, performance and tax reports, and coverage of 60+ markets. It can also hold unlisted investments.
Worthbase's breadth is the household: a home and its mortgage with an offset account, an investment property owned 50/50, a 401(k) or super balance, a car loan, a crypto wallet and a family trust's share portfolio, all in one net worth figure, in any currency, with daily prices and history. It works out loan-to-value and equity, tracks goals and simulates a sale before you make it.
How do gains and tax reports compare?
Sharesight offers a capital gains tax report for Australian and Canadian tax residency portfolios, a taxable income report and other country-specific reports, on its paid plans.
Worthbase keeps exact cost bases and calculates realised and unrealised gains and losses per holding and per sale, in any country, with FIFO or specific lots and fees included. It reports gains and losses, not tax: it doesn't produce tax reports or tax estimates, so check tax with your accountant.
Which should you choose?
Choose Sharesight if…
- You mainly want to track a share portfolio and your broker is supported for automatic imports.
- You want dividends and corporate actions applied without doing anything.
- You need Sharesight's tax reports, for example the Canadian CGT report, or your accountant already uses it.
- You'd like a free plan for a small portfolio, or you don't use an AI assistant.
Choose Worthbase if…
- You want net worth for the whole household, including property, loans, retirement accounts, cash and crypto.
- You'd rather hand your AI a statement and ask questions than learn another app.
- You don't want to give any service your broker login, and you want to approve every change.
- Ownership is split between people, trusts, companies or an SMSF.
- You want a weekly email of what moved.
Questions
Is Worthbase a good Sharesight alternative?
It depends on what you use Sharesight for. If you want a household balance sheet with shares as one part of it, run from your AI, yes. If you depend on automatic broker imports or Sharesight's country-specific tax reports, Sharesight will likely suit you better.
Can I move my Sharesight data into Worthbase?
Yes. Export your trades or holdings from Sharesight as a spreadsheet and give it to your AI, or import your original broker exports instead. Worthbase previews everything before saving, so you can check it against your holdings first.
Does Worthbase sync with my broker like Sharesight?
No. Worthbase never connects to brokers or banks. Your AI reads the exports you download, which takes a few minutes, and you approve each import.
Can I use both?
Yes. Some people keep Sharesight for share tax reports and use Worthbase for household net worth, property and loans.
Sharesight is a trademark of its owner. Worthbase isn't affiliated with Sharesight.
