Guides · Fortunest facts reviewed 8 September 2026

Fortunest vs Sharesight: which portfolio tracker fits you in 2026

Sharesight is a reporting service: it imports from more than two hundred brokers, applies corporate actions automatically, and writes the tax and performance reports an accountant asks for. Fortunest is a dashboard with an engine behind it: the same imports as files plus API keys, risk statistics, fair value, a trade plan and an AI assistant that reads the actual portfolio — it explains any metric on your own numbers, walks you through which lots have passed the holding-period test, looks up any company's quote, news, earnings or SEC filing, and on Pro hands the same tools to Claude Code, Codex or any MCP-capable agent. Pick Sharesight for the paperwork; pick Fortunest for the analysis, at a fifth of the price.

The short answer

• Pick Fortunest if you want the whole dashboard without a holdings cap: annualised TWR and IRR, volatility, Sharpe, Sortino, beta and drawdowns, seven flow-matched benchmarks, fair-value estimates, a scored trade plan and an AI assistant that answers about your own portfolio — it reads the holdings and the live screen, explains any metric on your numbers, explains your tax lots and the next time-test maturity on Pro, looks up any company's quote, news, earnings or SEC filing, and adds an asset from a sentence or a brokerage screenshot. Free without an account; €69 a year for Pro, which also opens the same tools to Claude Code, Codex or any MCP-capable agent; and a desktop app that keeps everything on your disk.
• Pick Sharesight if your tracker's job is to produce documents: taxable income, sold securities and all-trades reports with the tax year set to your country's financial year, automatic dividends and corporate actions from 200+ brokers across 60+ markets, and a portfolio you can share with an accountant. Unlimited holdings start at US$18 a month billed annually.

The comparison

Each cell is what the vendor's own pages say, in the vendor's terms, on the date in the footnote. Not described means the page does not mention it — a statement about the page, not about the product. A green ✓ marks whichever product leads a row on that row's own terms.

Sharesight's cells were checked on its own pricing, features, EU tax, broker-partners and privacy pages on 7 September 2026; the capital-gains calculator and the "200+ brokers" figure were also on our landing-page comparison of 19 August 2026. Fortunest's cells come from its documentation. Prices are list prices before promotions and, for Fortunest, before VAT; Sharesight's are in US dollars, Fortunest's in euros.

When to pick which

The choice is rarely close once you name what the tracker is for. Seven situations, and the honest answer for each:

The verdicts

What Sharesight does that Fortunest doesn't

This is the part a comparison page usually leaves out, so here it is plainly. If any of these matter to you, Sharesight is the better buy:

• Automatic imports from 200+ brokers, including the US, UK, Australian and New Zealand brokers Fortunest cannot reach at all, plus trade-confirmation email imports on every plan — forward the contract note and the trade appears.
• Corporate actions applied for you. "Dividends, DRPs and share splits are automatically updated." Fortunest is split-correct and shows dividends received, but dividend reinvestment plans are not described in its documentation.
• Tax reports in the shape a professional expects — taxable income, sold securities, all trades, with the tax year set to your country's financial year. Fortunest's Taxes tab pairs lots and applies a holding-period test against one configurable rulebook whose defaults are the Czech rules; there are no per-country presets and it is explicitly orientation, not a filing.
• Sharing with an accountant or adviser as a first-class feature, on the free plan too. Fortunest's sharing is a social feed of relative figures between friends.
• Price and portfolio email alerts on the free plan. In Fortunest, insights and the portfolio brief are free but every alert type is a Pro feature.
• Property, cash accounts and precious metals as tracked types with their own handling. Fortunest covers these as manual or custom assets with a value you maintain.
• 60+ markets and 700,000+ instruments stated on its features page, a wider net than a European-focused import list.

How the two differ in practice

Getting the data in. Sharesight's model is automation: pick your broker from a list of more than two hundred, connect it or forward the confirmation emails, and trades keep arriving. Fortunest's is a mixture: six exchanges and brokers connect through read-only API keys, twenty-two more through a SnapTrade sign-in, and twenty-nine platforms arrive as the CSV or Excel export the broker already gives you — DEGIRO's Transactions file, XTB's statement, Revolut's, Trade Republic's, Saxo's. You can drop a whole folder at once and the format is detected per file; transfers between your own accounts are matched so a move from one broker to another is not counted as a purchase and a sale. Sharesight is less work per month; Fortunest reaches European brokers and crypto exchanges that no automatic list covers.

What you get out. Sharesight answers "what happened, and what do I owe": performance and diversity reports, dividends and corporate actions applied automatically, and the tax reports that are the reason most people pay for it. Fortunest answers "where do I stand, and what should I consider": TWR beside IRR, risk as volatility, Sharpe, Sortino, beta, correlation and drawdowns, seven flow-matched benchmarks on the chart above, value-weighted fundamentals, six fair-value models with the gap to price, a fee total per account, and a Trades tab that scores candidates on fifteen criteria you weight yourself and turns them into a plan you can backtest against the last year. Beside all of it sits an assistant that reads the same figures: ask what your Sortino ratio is telling you, which lots go tax-free next spring, or what a company reported last quarter, and the answer comes from your own numbers and the filing itself — what the assistant can tell you works through the list, and the Assistant chapter sets out what it may and may not do.

Price, and where it all sits. The cost gap is the blunt part of this comparison: a portfolio of forty holdings needs Sharesight's Standard plan at US$18 a month billed annually, while Fortunest's Pro is €69 a year and its free plan already covers fifty assets. The privacy gap is the other one. Sharesight's policy states personal information is stored in the United States and lists Google Analytics, Mixpanel, Google Ads and the Meta Pixel among its disclosures; Fortunest is built in the EU, uses cookieless analytics with no ads, and its desktop app keeps the whole database on your own machine — see the Privacy chapter and the privacy-first guide.

How we compared

We read Sharesight's own pricing, features, European tax-reporting, broker-partner and privacy pages on 7 September 2026 and took the figures and the phrasing from there, quoting where the wording matters. Fortunest's column comes from its documentation and its plans page. Where a page says nothing about a row, the cell says "not described" — that is about the page on that date, not about the product. We build Fortunest, so we are not neutral: the table is meant to be checkable rather than impartial, both verdicts state where the product falls short, and the section above lists what Sharesight does that we do not.

Questions people ask

Sources

1. Fortunest — plans and pricing, every supported platform, the Portfolio chapter, the Taxes chapter, the Assistant chapter and the Privacy chapter (7 September 2026).
2. Sharesight — pricing, features, tax reporting for European investors, brokers and apps and the privacy policy (7 September 2026).

Signals, analyses and assistant answers in Fortunest are informational — not financial or tax advice. This page compares features described on the vendors' own pages, not investment outcomes.