Tradune vs Sharesight
Sharesight is one of the most thorough trackers for dividends, corporate actions and multi-country tax. For a US investor the useful questions are narrower: which return method it reports, how its benchmark comparison treats your deposits, and which tax reports apply to a US tax resident.
Checked on October 16, 2026 against Sharesight’s own pages · sources listed under the table.
Tradune is a fit if you are a US investor who wants both a money-weighted and a time-weighted view, a benchmark that replays your own deposits into SPY, and realized gains split short-term vs long-term with likely wash sales flagged.
Not a fit if you want trades imported automatically from broker confirmation emails, dividends and corporate actions handled for you, or capital-gains tax reports for Australia or Canada — Sharesight does all of that.
Sharesight is a long-running portfolio tracker built around performance and tax reporting, with automatic dividend and corporate-action handling across many markets and currencies.
| Capability | Tradune | Sharesight |
|---|---|---|
| Portfolio tracking & P&L | Yes | Yes |
| Screener | Yes | —No |
| Price & technical alerts | Yes | Yes |
| Insider & analyst signals | Yes | —No |
| Risk / VaR analytics | Yes | —No |
| Tax-loss harvesting | Yes | Yes |
| Automatic trade import from your broker (email or sync) | —No | Yes |
| Multi-currency valuation & non-US tax reports | —No | Yes |
| Price | Free right now · no paid price set | Free (10 holdings) / $7–$23.25 per month billed annually |
Capabilities & pricing reflect each product’s public plans as of October 2026. Coarse yes/no by design — verify current details on each provider’s site.
Sharesight pricing, read October 16, 2026 on its own pricing page: Sharesight’s Free plan covers 1 portfolio and 10 holdings. Starter is $7 a month billed annually ($9.33 monthly) for 30 holdings, Standard $18 ($24 monthly) and Premium $23.25 ($31 monthly), both with unlimited holdings. Performance, Sold Securities and All Trades reports are on every plan, including Free; tax reports, such as Taxable Income, start on Starter.
Sources for Sharesight, read October 16, 2026: Sharesight pricing · Sharesight help: return calculation · Sharesight help: benchmarking · Sharesight help: Capital Gains Tax report · Sharesight: investment portfolio tax · Sharesight blog: Sold Securities report · Sharesight: Charles Schwab
The last 2 rows are things Sharesight does that Tradune does not — they are in the table because leaving them out would make the comparison flattering and wrong.
Where Sharesight is strong
- Automatic dividend and corporate-action handling, on every plan
- Deep performance reporting, plus capital-gains tax reports for Australian and Canadian tax residents and multi-currency valuation
- Trade-confirmation email import (Schwab eConfirms among them), so new trades land without manual entry
Where Tradune goes further
Sharesight answers “what did I make and what do I owe”; Tradune answers “was picking my own stocks worth it” — a money-weighted return (XIRR) measured against the same cash flows invested in SPY on the same dates, next to a time-weighted curve, with the method published. Around it sit a multi-factor screener, VaR/beta/drawdown risk analytics, SEC insider and 13F signals and Telegram alerts. Free for everyone right now · no card · nothing to buy.
Specifically, versus Sharesight, the gaps it closes are:
- No stock screener or technical-indicator alerts (price and portfolio email alerts are included)
- No SEC Form 4 insider-cluster or 13F ownership tracking
- No VaR/beta/drawdown risk analytics, factor X-ray or stress test
- The free plan stops at 10 holdings and benchmarking starts on the paid Starter tier
How Sharesight and Tradune compute the numbers
| Question | Tradune | Sharesight |
|---|---|---|
| How returns are measured | Money-weighted XIRR on your dated cash flows, plus a time-weighted (TWR) base-100 curve against SPY and QQQ. Both are labelled; under a year it shows a cumulative return and does not annualise. | Money-weighted only: a dollar-weighted variation of the Modified Dietz method. Its help center says time-weighted returns are for evaluating fund managers, not investors. Under a year it shows a holding-period return, annualised once average years invested reaches one. |
| Trade-level history | Every buy, sell, deposit, withdrawal and stock split is a dated transaction you enter or import; cost basis and returns are recomputed from them. | Trade-level, with dividends and corporate actions added automatically on every plan. |
| US cost basis and tax lots | FIFO, LIFO or average cost per portfolio; realized gains split short-term (held up to a year) vs long-term, with likely wash sales flagged (same symbol bought within 30 days either side). No specific-lot selection. | Its Capital Gains Tax report is only available for Australian and Canadian tax residency portfolios. Its Sold Securities report computes realised gains on average cost, per Sharesight’s own blog. A wash-sale flag is not mentioned on the pages we read. |
| Getting holdings in | Manual entry, or a positions CSV (ticker, quantity, cost basis; up to 200 rows). No automatic broker sync. | Broker file upload for history (e.g. a Schwab transaction CSV) and trade confirmation emails sent to a portfolio address for new trades, on every plan. |
| Benchmark comparison | A SPY twin: your own cash flows replayed into SPY (dividends reinvested) on the same dates, compared on a money-weighted basis. | Any listed ETF, fund or share, from the Starter plan. Its help center says it assumes you invested equal amounts in both for the whole reporting period; both lines are indexed to the same start. |
Money-weighted vs time-weighted return: the published method →
Does Sharesight report time-weighted returns?
No. Sharesight’s help center says it calculates returns with a dollar-weighted (money-weighted) methodology, a variation of the Modified Dietz method, and that its calculations are designed for evaluating an investor’s portfolio rather than a manager’s. We found no setting or report on its help pages that switches to a time-weighted return.
That is a defensible choice — the money-weighted figure is what happened to your dollars. But a US investor comparing themselves with a fund factsheet, or with an index, is often reading a time-weighted number. Tradune shows both and labels each: the money-weighted XIRR for your actual experience, and a flow-adjusted time-weighted curve for the quality of the decisions independent of when you added money.
How does Sharesight’s benchmark treat your deposits?
Its benchmarking help page says Sharesight assumes you had invested equal amounts in your portfolio and in the benchmark for the duration of the reporting period, then indexes both to start at the same point. That is a clean like-for-like picture of the two return series.
Tradune asks a slightly different question: what would the exact dollars you deposited, on the exact dates you deposited them, have grown to in SPY with dividends reinvested? If you added most of your money just before a rally or a drop, the two approaches can give noticeably different gaps, and the SPY twin is the one that carries your timing.
Which Sharesight tax reports apply to a US tax resident?
Sharesight’s Capital Gains Tax report is only available for Australian and Canadian tax residency portfolios. The tax reports named on its investment-portfolio-tax page are the Taxable Income, Sold Securities and All Trades reports; Sharesight’s blog says the Sold Securities figure is calculated on average cost and may need adjusting for some events, so treat it as a starting point for your accountant.
Tradune’s realized-gains report follows the cost-basis method you pick (FIFO, LIFO or average), splits each sale into short-term and long-term by holding period and flags likely wash sales. Neither tool files your return; Tradune’s report is educational, not tax advice.
Frequently asked
Is Tradune a good Sharesight alternative?
For a US investor who wants to see whether their own picking beat the index — a money-weighted XIRR against the same cash flows in SPY, next to a time-weighted curve — plus screening, risk analytics and insider signals, Tradune covers ground Sharesight does not. Sharesight remains stronger on automatic trade import, corporate-action handling and multi-country, multi-currency tax reports.
Does Tradune do tax reporting like Sharesight?
Tradune covers US-style realized-gains reporting (short-term vs long-term, FIFO/LIFO/average cost) with likely wash sales flagged, plus a tax-loss-harvesting workflow that quantifies the dollar impact. It is not a multi-country tax engine — if you file in Australia or Canada, Sharesight’s Capital Gains Tax report is built for that.
Does Sharesight use money-weighted or time-weighted returns?
Money-weighted. Sharesight’s help center describes a dollar-weighted method based on a variation of Modified Dietz, and explains that it does not use time-weighted returns because those suit evaluating fund managers rather than individual investors (checked October 16, 2026). Tradune reports both, labelled.
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This comparison is for educational purposes only and is not investment advice. Competitor names are trademarks of their respective owners; capability and pricing claims reflect their public plans as of October 2026 and may have changed — verify on their sites. Tradune is not affiliated with Sharesight.