Sharesight Alternatives in Australia (2026): Navexa, Compound and More
Sharesight is the best-known share portfolio tracker in Australia, and for good reason: broker imports, performance calculated properly, and tax reports that accountants recognise. But it is not the right fit for everyone. Some people want a different price point, some want deeper capital gains options, and some find that shares are only one part of what they need to keep track of.
This is an honest look at the main Sharesight alternatives for Australians. One thing to declare first: we make Compound, which is one of the options below. We say plainly where each tool is the better choice, including where Sharesight is.
Why people look for a Sharesight alternative
The reasons usually fall into four groups:
- They need more than shares. Sharesight tracks investments. It does not see your home, mortgage, super fund or cash, so it cannot tell you what you are worth overall.
- They want a different cost structure. Sharesight has a free plan for small portfolios and paid tiers above that. If you outgrow the free plan, it is worth comparing what the alternatives charge. Check each provider's own pricing page, as plans change.
- They want different capital gains options. Some investors want a choice of parcel-matching methods, such as FIFO, LIFO or minimising CGT.
- They hold wealth in structures. Trusts, companies and SMSFs add complexity that not every tracker handles the same way.
The main options compared
| Best for | Beyond shares | Tax reporting | Projection | |
|---|---|---|---|---|
| Sharesight | Share investors and tax time | No | Capital gains, dividends, franking | No |
| Navexa | Active investors wanting CGT method choice | No | Capital gains with several methods | No |
| Pearler | Investing and brokerage in one place | No | Within its own platform | No |
| Spreadsheet | Full control, no cost | If you build it | If you build it | If you build it |
| Compound | Whole position, including property and super | Yes | EOFY pack per entity | Financial independence year, AU-modelled |
Navexa: the closest like-for-like alternative
Navexa is an Australian portfolio tracker built in Melbourne, and it is the nearest direct substitute for Sharesight. It imports trades from brokers, covers ASX, US, UK and European shares plus Australian managed funds and crypto, and offers capital gains reports with several methods. Its higher plan is aimed at SMSFs, trusts and multiple entities.
Choose Navexa if you hold a lot of shares and crypto and want a choice of CGT methods. Look elsewhere if you want property, super and cash in the same picture. We have a sourced side-by-side in Compound vs Navexa.
Pearler: when you want to invest and track in one place
Pearler is primarily an investing platform, with automated investing and tools built around long-term goals. If you already invest through it, the tracking is convenient because the holdings are right there. The trade-off is that it only sees what you hold with it, so it is not a place to track a portfolio spread across several brokers, plus property and super.
Choose Pearler if you invest through it and want your plan beside your holdings. Look elsewhere if your wealth is spread across providers.
A spreadsheet: free, flexible, and a lot of work
A spreadsheet can track everything, and many Australians start there. The costs are time and accuracy: prices go stale, dividends and franking credits are tedious to record, and getting performance and capital gains right is harder than it looks. Our guide to tracking shares and ETFs in Australia covers what to record if you go this way.
Compound: when shares are one part of a bigger picture
Compound is a whole-of-wealth tracker. It tracks property with loans, offsets and usable equity, super, shares and ETFs at live prices, crypto, cash and a business, in one net worth, across your own name, trusts, companies and SMSFs. It then projects the year your investments could fund your life, with Australian tax and super preservation modelled.
Where Sharesight and Navexa are ahead is share-specific depth: broker integrations that import trades and a wider set of capital gains reporting options. Compound keeps cost bases and produces an end-of-financial-year pack per entity for your accountant, but if share-only tax reporting is your main pain, a specialist tool is the better fit. Many investors use both, with Sharesight for trade-level detail and Compound for the whole position. New accounts get 7 free days, no card needed. See the sourced comparison in Compound vs Sharesight.
How to choose
- "I want the best share tax reports." Sharesight or Navexa. Compare their CGT methods and broker support against the brokers you use.
- "I invest through one platform and want it all there." That platform's own tracking, such as Pearler.
- "I want to know my total position and when work could become optional." A whole-of-wealth tracker such as Compound. See our comparison of the best net worth tracker apps in Australia.
- "I have property, super and shares and want them together." Read how to track your net worth in Australia, then try a tracker built for that.
Whichever you pick, the habit matters more than the tool: a number you check every month beats a perfect system you abandon.
This is general information, not financial or tax advice. Features and prices change, so check each provider's own site before deciding.
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