Wealthra vs Sharesight

Sharesight is an excellent investment tracking and tax reporting tool, especially for share portfolios. But it's investment-only — if you want to track your budgets, manage bills, monitor BNPL commitments, or see your overall financial health, you need a separate tool. Wealthra brings investments and everyday finances together.

FeatureWealthraSharesight
Australian Open Banking (CDR)
Automatic Bank Feeds
Budgeting
Net Worth Tracking
Investment Portfolio Tracking
BNPL Tracking
AI Tips & Suggestions
Automated Expense Coding
Bill Management
Goals & Financial Planning
Reports & Analytics
Document Storage
Crypto Integration
Household / Partner Sharing
Multi-Currency Support
Free Plan Available
Full support Partial / limited Not available

Where Sharesight Does Well

  • Best-in-class investment portfolio tracking
  • Detailed tax reporting for shares and dividends
  • Wide broker and exchange coverage

Where Sharesight Falls Short

  • No bank feeds or transaction tracking
  • No budgeting or spending management
  • No BNPL tracking
  • No bill management
  • Investment-only — you still need another app for everything else

Ready for the Complete Picture?

Unlike Sharesight, Wealthra brings budgeting, investments, BNPL, goals, and AI insights together in one Australian-built platform. Try it free for 14 days.