A Sharesight alternative built for any currency.
Sharesight is a web portfolio tracker for self-directed investors, and a good one. FortuneOK does the same basic job with a different emphasis: money in more than one currency, and returns that say what they are.
The table lists what Sharesight publishes about itself, next to what FortuneOK does today. We read their pages on the date below and link every one of them.
Last checked .
Side by side
Scroll the table sideways to read every column.
| Topic | Sharesight | FortuneOK |
|---|---|---|
| Price | A free plan, then Starter at $7 a month billed annually ($9.33 monthly), Standard at $18 billed annually ($24 monthly) and Premium at $23.25 billed annually ($31 monthly). In USD, and they note that taxes may apply. | One plan: $119 billed annually or $14 billed monthly, taxes included. 14-day free trial, no card. |
| Free option | A permanent free plan with 1 portfolio and 10 holdings. No free trial is stated. | No permanent free plan. A 14-day free trial with every feature, then one paid plan. |
| Plan limits | Starter: 1 portfolio and 30 holdings. Standard: 4 portfolios and unlimited holdings. Premium: 10 portfolios. | One plan with every feature in it. |
| Currencies | Supports 100 currencies. Foreign trades are converted to your portfolio's base currency at the exchange rate on the trade date, and the currency gain is shown separately. The Multi-Currency Valuation report is on Standard and above. | Any base currency. Each trade is converted at the rate of its own day, and the returns row shows how much of a gain came from the exchange rate. |
| Brokers | Automatic trade import from many brokers (their pages say 150+ to 200+, depending on the page). | Syncs from 28 brokers. A CSV or Excel file covers the rest, and it is read in your browser. |
| File import | CSV import of buy and sell trades, up to 500 trades per file. | CSV or Excel import of transactions, read in your browser and never uploaded. |
| Return method | Money-weighted, using a variation of the Modified Dietz method. They state they do not use time-weighted return. Annualised only from one year. | Money-weighted (XIRR) and time-weighted return, side by side. Nothing held under a year is turned into a yearly rate. |
| Benchmarks | Compares against more than 700,000 instruments. | The performance chart overlays the S&P 500. |
| Tax reports | Tax reports and settings for residents of Australia, Canada, New Zealand and the UK. | No tax reports. |
| Assets | Stocks, ETFs, funds, crypto, cash accounts, property and unlisted investments. | Stocks, ETFs, funds, crypto, cash, real estate, cars and precious metals. |
| Phone | iOS and Android apps. They are read-only: trades are added on the web. | A web app that works on a phone. There is no separate app. |
Choose Sharesight if
- You want tax reporting for Australia, New Zealand, Canada or the UK.
- You want trades imported automatically from a broker, with tax reports built from them.
- You want a free plan that never expires, and one portfolio of up to 10 holdings is enough.
- You want to compare against a wide range of benchmarks, which they say run past 700,000 instruments.
Choose FortuneOK if
- You hold money in several currencies and want every trade converted at the rate of its own day.
- You want time-weighted return beside money-weighted, to compare yourself with a fund or an index.
- You want goals, allocation targets and a net worth that includes property, cars and metals in one place.
- You would rather start with a free trial of everything than a free plan with limits.