Sharesight vs Kubera: Which Investment Tracker Delivers the Best Value?
If you're serious about tracking your investments, you've probably come across Sharesight and Kubera—two powerful tools with very different strengths.
In this post, I’ll break down the key differences between them, based on my own experience using Sharesight for years and testing Kubera’s premium dashboard. Whether you're focused on tax reporting, crypto tracking, or getting a bird’s-eye view of your net worth, this comparison will help you choose the right tool for your needs.
🧩 Sharesight: Tax-Savvy and Broker-Friendly
Sharesight is built for investors who want detailed performance tracking, dividend insights, and tax-ready reports. It integrates with brokers via email (no passwords required), supports manual crypto entry with automatic pricing updates, and offers a generous free tier for up to 10 holdings.
🌐 Kubera: Net Worth at a Glance
Kubera shines when it comes to visualizing your entire financial life. It syncs with crypto wallets, bank accounts, and real estate valuations to give you a sleek dashboard of your net worth. However, it comes at a higher monthly cost and offers fewer integrations for listed investments.
🔐 Privacy Matters
One of the reasons I’ve stuck with Sharesight is its privacy-first approach. You don’t need to share usernames or passwords—just set your broker to email trade confirmations to Sharesight. That’s it.
🎯 My Verdict
If you're looking for a comprehensive investment tracker with strong reporting and low friction, Sharesight is the better value. I used the free plan for years before upgrading, and I still recommend starting there.
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📝 Read Next
Want to learn more about Sharesight? Check out these tutorials:
• How to Import Broker Data into Sharesight
