Platform Snapshots
Understanding these platforms starts with recognizing their origins and target audiences.
Sharesight
Long-running tracker serving ANZ markets with automatic trade imports from local brokers and region-specific tax features.
AllInvestView
FeaturedModern tracker handling bonds, options, crypto, and stocks with AI import tools and worldwide tax jurisdiction coverage.
Evaluating Sharesight
Sharesight built its business serving a specific audience with focused capabilities.
Where Sharesight Works Well
- Pulls trades automatically from numerous ANZ brokers
- Australian CGT calculations with discount method support
- Dividend reinvestment plan tracking
- Benchmark comparison tools
- Native smartphone applications
- Nearly two decades of operation
Where Sharesight Falls Short
- Zero options support—cannot track contracts or strategies
- Bonds handled as basic holdings without yield metrics
- Cryptocurrency features remain rudimentary
- Monthly fees climb with portfolio size ($31+ for unlimited)
- Free accounts capped at 10 positions
- No lifetime purchase option—ongoing payments required
Evaluating AllInvestView
AllInvestView addresses gaps in existing trackers, particularly around asset diversity and import flexibility.
Notable Capabilities
- Options analytics: Tracks calls, puts, and multi-leg strategies. Calculates Greeks in real-time—Delta, Gamma, Theta, Vega. Uses Black-Scholes pricing models.
- Bond mathematics: Computes yield-to-maturity, modified duration, and convexity. Tracks coupon schedules and accrued interest between payments.
- Smart CSV processing: The Magic Import feature employs GPT-4 to recognize column meanings automatically. Paste any broker export and watch it identify date, symbol, quantity, and price fields.
- Broker connections: SnapTrade integration enables direct links to Interactive Brokers, Charles Schwab, DEGIRO, and others. Positions refresh automatically overnight.
- Tax across borders: Pre-configured rules for 14+ jurisdictions. Australia, US, UK, Canada, Germany, France, Ireland, Sweden, Switzerland, and more.
- Question answering: Built-in AI assistant responds to natural language queries about your holdings.
- Single payment option: Lifetime deal eliminates ongoing subscription fees.
Options traders note: Sharesight has no path for tracking options. If derivatives form part of your strategy, AllInvestView becomes necessary by default.
Asset Class Support
Equities and Funds
Both platforms manage stocks and ETFs capably. Sharesight's automatic trade pulls from ANZ brokers provide convenience for local investors. AllInvestView counters with flexible import paths including AI-assisted CSV processing and direct broker connections.
Fixed Income Instruments
Sharesight: Treats bonds as generic holdings. No coupon schedule tracking, no yield computations, no duration analysis.
AllInvestView: Purpose-built bond tools. Coupon payment calendars, yield-to-maturity calculations, duration and convexity metrics, accrued interest between payment dates.
Derivative Contracts
Sharesight: Unsupported. Cannot record options positions.
AllInvestView: Full options suite. Records contracts with Greeks analytics. Recognizes strategy types. Monitors expiration timelines.
Digital Assets
Sharesight: Basic cryptocurrency support with limited exchange connections.
AllInvestView: Direct crypto tracking with real-time pricing. Accepts imports from any exchange through flexible CSV tools.
Tax Reporting Depth
Tax features often determine which tracker investors adopt.
Sharesight Tax Tools
- Australian CGT reports with 50% discount calculation
- New Zealand tax support
- UK capital gains tracking
- Income from dividends reporting
- Unrealized gain summaries
AllInvestView Tax Tools
- Country coverage: US, UK, Australia, Canada, Germany, Denmark, Spain, France, Ireland, Italy, New Zealand, Sweden, Switzerland, and beyond
- Basis calculation options: FIFO, LIFO, Average Cost Basis, Specific Identification
- Bracket-aware calculations: Progressive tax rates applied with itemized breakdown
- Long-term discounts: Australian 50% discount applied automatically for qualifying holdings
- Disallowed loss rules: Wash sale window configurable per jurisdiction
- Multi-year tracking: Loss carryforward with annual deduction limits
- Output formats: PDF summaries, Excel workbooks, raw CSV data
Cross-border investors: Holding positions across multiple countries means managing different tax rules. AllInvestView handles this natively; Sharesight requires supplementary tools or manual work.
Getting Your Data In
Sharesight Import Methods
Automatic email confirmations work with many ANZ brokers—trades appear without manual effort. Other brokers require CSV uploads using specific formats or manual transaction entry.
AllInvestView Import Methods
- SnapTrade live connections: Direct sync with Interactive Brokers, Schwab, DEGIRO, others. Nightly automatic refresh plus manual sync button.
- AI-assisted file processing: The Magic Import analyzes your CSV and maps columns automatically using language model intelligence.
- Ready-made formats: Templates for DEGIRO, Trading 212, Interactive Brokers, Fidelity, Schwab, ING, PortfolioPerformance, and 50+ additional sources.
- Custom mappings: Define column assignments once, reuse for future imports.
Feature Grid
| Capability | Sharesight | AllInvestView |
|---|---|---|
| Equity and fund tracking | ||
| Automatic broker sync | ||
| AI-powered CSV import | ||
| Bond yield calculations | ||
| Options with Greeks | ||
| Robust crypto support | ||
| Australian CGT | ||
| 14+ tax jurisdictions | ||
| Multiple basis methods | ||
| AI portfolio assistant | ||
| DRP handling | ||
| Dedicated mobile apps | ||
| One-time payment option |
What It Costs
Sharesight pricing structure:
- No charge: Up to 10 holdings tracked
- Starter ($15 monthly): 10 holdings with tax features
- Investor ($24 monthly): Up to 50 holdings
- Expert ($31 monthly): Unlimited holdings
Running a 100-position portfolio means paying over $370 annually on the Expert plan. Five years of this totals more than $1,800.
AllInvestView pricing structure:
Free trial for evaluation. Subscription plans available monthly and yearly. Lifetime purchase option provides permanent access without recurring charges—the math favors this choice for long-term investors.
Long-term calculation: Sharesight's Expert tier costs $372/year. After just a few years, AllInvestView's lifetime option becomes the economically rational choice.
Explore What AllInvestView Offers
Import your holdings, examine the analytics, and evaluate whether the features match your needs. Trial period included.
Making Your Choice
Sharesight makes sense when:
- Your broker pushes trades automatically through their system
- Your holdings stay within stocks and ETFs
- You invest primarily in Australian or NZ markets
- Options and bonds don't factor into your strategy
- Monthly subscription costs don't concern you
AllInvestView makes sense when:
- You hold bonds and need actual yield mathematics
- Options trading requires Greeks and strategy tracking
- Your portfolio spans multiple countries with different tax rules
- You want AI-assisted import from any broker format
- Lifetime payment appeals over perpetual subscriptions
- You prefer flexible cost basis calculation methods
Questions Answered
Can Sharesight track my options trades?
No. Sharesight lacks options support entirely. For options tracking with Greeks calculations, AllInvestView is necessary.
Does AllInvestView calculate Australian capital gains tax?
Yes. AllInvestView handles Australian CGT including the 50% discount for assets held longer than 12 months. It also covers 13+ additional jurisdictions for investors with international exposure.
Which platform costs less for long-term use?
AllInvestView's lifetime option eliminates ongoing fees. Sharesight's unlimited plan at $31/month ($372/year) accumulates significant cost over multiple years.
How do I transfer from Sharesight to AllInvestView?
Export your Sharesight holdings as CSV. Use AllInvestView's Magic Import feature which automatically recognizes the column structure and maps fields correctly.
Does AllInvestView connect directly to brokers?
Yes. SnapTrade integration provides connections to Interactive Brokers, Charles Schwab, DEGIRO, and other major brokers. Holdings refresh each night automatically.
Which platform handles bonds better?
AllInvestView significantly outperforms here. It calculates yield-to-maturity, duration, and tracks coupon schedules. Sharesight treats bonds as simple holdings without specialized analytics.
Compare Other Platforms
Evaluating multiple options? Read our other in-depth comparisons: