What people say about Sharesight, and what Nimblewit does instead.
A 10-holding free plan, then a jump
Reviewers say 10 holdings is restrictive for most investors and that paid plans feel expensive for mid-sized portfolios. Sharesight reviews on Trustpilot
Nimblewit Builder is $39 a year for 5 accounts and 50 holdings, and the same symbol held in several accounts counts once.
Dividend reinvestment done by hand
Reviewers note that automatic reinvestment tracking is limited to ASX and NZX stocks, and everything else must be entered manually. Sharesight review
Nimblewit lets you set reinvestment for each holding, either cash, fractional or whole shares, and the projection compounds the reinvested shares.
Heavy reports, tools behind higher tiers
Reviewers describe a learning curve for new investors, and say some advanced reports and forecasting sit on higher-tier plans. Sharesight review
Nimblewit keeps it plain: Overview, Holdings, Performance, Income, Allocation, Planning and Trades, with the Planning tab on Planner.
Built for the investor who wants to see the income.
Income you can see and plan around
Dividends and distributions have their own tab: what you have been paid, a 12-month calendar of declared and estimated payments, projected annual income, and yield on cost.
Reinvestment that compounds
Set cash, fractional or whole-share reinvestment for each holding. Reinvested shares count toward the next payment, so projections grow the way your portfolio does.
Planning tools
On Planner, the Planning tab projects your portfolio and income with your own ages, withdrawal rate and scenarios. It is an illustration, not advice.
Nothing to disconnect
You bring in statements, CSV files or screenshots and review every row before it is saved. There are no bank feeds to drop and no logins to share, and your own records always win over estimates.
Built for your retirement accounts
Brokerage, 401(k), Traditional and Roth IRA, SEP IRA, HSA and 529 accounts each have a type, and you can see income for one account or all of them together.
Room to grow, at a fair price
A free plan to start, 5 accounts on Builder at $39 a year, and no limits on Planner. Real benchmarks, with your own on Planner.
Side by side
| Feature | Nimblewit | Sharesight |
|---|---|---|
| Free plan | 2 accounts, 10 holdings, dividends received, returns, allocation | 1 portfolio, up to 10 holdings |
| How paid plans scale | By accounts and holdings. The same symbol in several accounts counts once. | By holdings. Paid plans start at 30 holdings. |
| Expected dividend income | 12-month calendar of declared and estimated payments, projected annual income, yield on cost (Builder) | Automatic dividend tracking |
| Benchmarks | S&P 500 comparison, custom benchmarks on Planner | Benchmark comparison included |
Facts about Sharesight come from its public pages and public reviews (Sharesight plans, Sharesight for Canadian investors, Sharesight reviews on Trustpilot) and were last checked October 6, 2026. Plans and prices change, so confirm on their site before you decide.
What Nimblewit costs
- Starter is free: 2 accounts, 10 holdings, dividends received, returns and allocation.
- Builder is $39 a year ($4.99 a month): 5 accounts, 50 holdings, the 12-month expected income calendar, benchmarks and sector allocation.
- Planner is $79 a year at its founding price until April 30, 2027: no account or holding limits, the Planning tab, custom benchmarks and shared access for a partner.
- Every new account gets Builder free for 30 days, with no card.
Prices in US dollars, plus applicable taxes. Plan details
What Sharesight costs
- Sharesight's free plan covers 1 portfolio and up to 10 holdings, and paid plans start at 30 holdings. See its pricing page for current prices in your currency.
When Sharesight may suit you better
- You invest on many exchanges worldwide. Sharesight covers more than 40.
- You need capital gains or taxable income reports for your tax return or your accountant. Sharesight offers tax reporting, and Nimblewit does not.
- You want automatic broker connections, or you manage portfolios for clients.
Common questions.
Is there a free alternative to Sharesight?
Both have free plans at 10 holdings. Nimblewit's Starter plan also covers 2 accounts and includes dividends received. Every new account gets Builder free for 30 days with no card, which adds the 12-month income calendar.
Does Nimblewit do tax reports?
No. Nimblewit shows income, returns and cost on an average-cost basis, but it is not for tax preparation. If you need capital gains reports for filing, Sharesight is built for that.
Can I move my data over?
Export your transactions from Sharesight or your broker and import them as a CSV or Excel file. Every row is shown for review before anything is saved.
See your income, not just your balance.
Free to start · Builder free for 30 days · No card needed
Get started freeAlso compare: Wealthica · Snowball Analytics · Kubera
Nimblewit doesn't give investment or tax advice. Product names belong to their owners and are used only to describe what each tool does. Statements about other products reflect public pages and reviews and may change.