Sharesight

Sharesight isn’t a budgeting app and doesn’t pretend to be one. It’s built specifically to track an investment portfolio in detail, holdings across more than 60 exchanges worldwide, with automatic dividend tracking and capital-gains tax reporting that goes deeper than the rough “investments” line most all-in-one budgeting apps show. For someone who actually wants to know their realized and unrealized gains by lot, or needs clean records at tax time, that level of detail matters.

The free tier handles up to 10 holdings, enough for a smaller portfolio, while paid tiers scale up with portfolio size and complexity to roughly $13.50 per portfolio per month at the top end. Because it only covers the investment side of someone’s finances, it works best paired with a separate budgeting app for everyday spending and bank accounts rather than as a standalone net-worth tool. It’s a fit for investors who find their all-in-one app’s portfolio view too shallow, not for anyone looking for a single app to cover both spending and investing.