The short version: Sharesight is a dedicated portfolio tracker with a superb dividend and corporate-action record, strongest for investors holding across countries and currencies. US plans run $84 to $279 a year.
Stock Rover pairs portfolio tracking with a full research platform: brokerage sync plus screening that reaches 800+ metrics, 20-year fundamentals, fund research and a performance report that shows both money-weighted (IRR) and time-weighted returns. Plans run $348 to $948 a year; most new subscribers choose Premium Plus ($588) or Ultimate ($948), where the full depth lives.
The one-line difference: both keep careful records; one of them also carries the research you would otherwise do in a second tool.
| Capability | Stock Rover | Sharesight |
|---|---|---|
| Price | $29–$79/mo billed annually | Free (10 holdings); $84–$279/yr |
| Free trial | 14 days full-featured, no card | Free tier + demo portfolio |
| Return methodology | IRR (money-weighted) and time-weighted, side by side | Money-weighted only (modified Dietz variant) |
| Brokerage connections | Links major US and Canadian brokerages | SnapTrade/IBKR sync for some brokers; Schwab via CSV and email forwarding |
| Dividend record-keeping | Automatic for synced accounts, with 30-year per-ticker dividend research alongside | Automatic, with corporate actions; a signature strength |
| Forward income projection | ✓ for your holdings | ✓ up to 3 years (Standard+) |
| International / multi-currency portfolios | North American only | 60+ exchanges, multi-currency; the specialty |
| US tax output | Realized gains reporting | Sold-securities report uses average cost; full CGT report is AU/CA-only |
| Stock research & screening | 800+ metrics, AI screener creation, research reports (included from Premium Plus) | None; Sharesight partners with a research site instead |
| Fund & ETF research | Reports on 7,400 ETFs + 20,000 funds (Ultimate) | Tracks funds; no research |
| Option positions | ✓ Priced intraday with greeks and chain detail (V12) | Not supported; synced brokers import equity buy/sell trades only |
Sharesight pricing and gating per sharesight.com’s published US pricing and help pages, verified August 2026. Plans renamed in 2025: Investor is now Standard, Expert is now Premium.
Sharesight calculates returns one way: money-weighted, a modified Dietz variation. That is a fine answer to “how did my decisions do.” Benchmarking takes more care: Sharesight compares by applying your cash flows to a single chosen instrument, while Stock Rover also reports the conventional time-weighted number, so the index comparison every fund and advisor publishes is always available on equal terms. Stock Rover’s Portfolio Performance Report shows both, side by side, which is how the two questions stay separate: your timing and your holdings each get their own verdict.
IRR and time-weighted return, reported together.
Global portfolios. Sixty-plus exchanges, multi-currency valuation, and currency-gain decomposition in returns; if you hold LSE and ASX listings alongside US accounts, Sharesight was built for you. The dividend ledger. Automatic dividends and corporate actions with two decades of history make it a bookkeeper-grade record, and the 3-year forward income forecast is well done. Accountant sharing and audit-friendly reports are a real workflow, particularly outside the US.
It answers the next question. Tracking tells you what happened; Stock Rover also carries the research side: screening with 800+ metrics and plain-language AI screener creation, 20 years of fundamentals, dividend safety context, and fund reports with fee and tax analytics. Both return methodologies. North American connectivity: Stock Rover links major US and Canadian brokerages directly at every tier, with CSV import where a broker is not supported. And for US tax awareness, realized-gain reporting without the average-cost caveat that Sharesight’s own help pages note for its sold-securities report.
Choose Sharesight if your portfolio spans countries and currencies, dividends are your bookkeeping priority, and you do research elsewhere. Choose Stock Rover if you are a US investor who wants tracking and research in one subscription, benchmark-true performance reporting, and fund analytics. At $348 against Sharesight’s $216 Standard tier, the delta is the entire research platform.
It works in the US and its dividend record-keeping is excellent, but the fit is weaker than in its home markets: Schwab, notably, syncs only by CSV or email forwarding, the full capital-gains tax report is limited to Australian and Canadian portfolios, and realized gains use average cost. Investors with international holdings get the most from it.
No. It is deliberately a tracker; for research it points users to a partner reference site. Stock Rover includes the research layer: screening, fundamentals, dividend analytics and fund reports.
Stock Rover reports both IRR (money-weighted) and time-weighted returns, plus risk vs benchmark, income and fee analysis. Sharesight reports money-weighted returns only, decomposed into capital gains, dividends and currency.
Its synced broker connections import standard equity buy and sell trades only; options and short positions are not supported. Stock Rover added option positions in V12 (June 2026): intraday pricing with full greeks and chain details, with active-pricing capacity that scales by tier from Premium Plus to Ultimate.
Yes. Sharesight’s free plan handles one portfolio with 10 holdings (closed positions count). Stock Rover’s 14-day trial is full-featured with no card, including brokerage sync and the Portfolio Performance Report.
Brokerage sync, both return methodologies, dividends 30 years deep, free for 14 days.
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This page is maintained by Stock Rover; facts were last verified August 26, 2026. Sharesight facts come from sharesight.com’s published pricing and help pages; if you spot something out of date, tell us and we’ll fix it. See also: all comparisons · Best Portfolio Trackers · the Portfolio Performance Report.
