TrackMyShares vs Sharesight vs Navexa: Which portfolio tracker is right for you?

TrackMyShares Team

We built TrackMyShares because we felt multi-market investors (particularly those across US and Australian markets) were paying too much for portfolio tracking. But we are not the right fit for everyone, and pretending otherwise would not help anyone make a good decision.

An honest comparison of TrackMyShares, Sharesight, Navexa, and Stock Events.

Pricing

This is where the biggest differences show up.

TrackMySharesSharesightNavexaStock Events
Free tier7-day trial (full access)1 portfolio, 10 holdingsNo free tier (14-day trial)Limited free tier
Entry paid plan$5.99/mo$25/mo (30 holdings)$27/mo~$3/mo
Unlimited holdings$5.99/mo$39/mo$34/moPRO subscription
Annual (entry)$49.99/year$228/year~$243/yearAvailable in-app
Annual (unlimited)$49.99/year$348/year~$306/yearAvailable in-app

TrackMyShares has one paid tier. $5.99/month or $49.99/year gets you everything. Sharesight's comparable unlimited tier is $39/month ($348/year), and Navexa's is $34/month (~$306/year). Stock Events is the cheapest option if you do not need tax reporting.

We can offer lower pricing because we are a smaller team without the overhead of a 200+ person company. The trade-off is that Sharesight has a larger engineering team shipping features faster and supporting more integrations.

Market support

TrackMySharesSharesightNavexaStock Events
US stocksYesYesYesYes
Australian (ASX)YesYesYesYes
CryptoYesLimitedYes (7,000+)Yes
European/UK stocksNoYesNoYes
Asian marketsNoYesNoYes
BondsNoNoNoYes
Unlisted investmentsNoYesYesNo
Mutual fundsNoYesYesYes

Sharesight wins this category outright with 40+ exchanges. If you invest in European or Asian markets, TrackMyShares and Navexa simply do not cover those yet. Stock Events has broad coverage too.

TrackMyShares covers US stocks, ASX shares, and crypto. That is the scope. If your portfolio fits within those markets, you are covered. If not, look elsewhere.

Tax reporting

TrackMySharesSharesightNavexaStock Events
Australian CGTYes (50% discount)YesYesNo
US capital gainsYes (short/long term)YesNoNo
Canadian taxYesYesNoNo
UK taxYesYesNoNo
NZ taxYesYesNoNo
Franking creditsYesYesYesNo
Tax loss harvestingYesNoYes (unrealised CGT)No
FIFO cost basisYes (automatic)YesYesNo
Wash sale warningsYesNoNoNo

TrackMyShares and Sharesight both cover five jurisdictions. The difference is price: you get all of this at $49.99/year with TrackMyShares, versus $228+/year with Sharesight. We also include tax loss harvesting with wash sale warnings at the base tier, which Sharesight does not offer at all.

Navexa has strong Australian tax support but does not cover US, UK, Canadian, or NZ taxes. Stock Events does not do tax reporting.

Portfolio features

TrackMySharesSharesightNavexaStock Events
Dividend calendarYesNoYes (Premium)Yes
Consolidated portfoliosYesYes (Standard+)Yes (groups)No
Portfolio rebalancingYesNoNoNo
WatchlistYesNoNoYes
Broker auto-syncEmail forwardingYes (100+ brokers)YesNo
CSV importYesYesYesNo
Xero integrationNoYes (Standard+)NoNo
Email notificationsDaily/weekly/monthlyNoNoNo

Sharesight's broker auto-sync is its strongest feature. Trades import automatically from over 100 brokers without you lifting a finger. We use email forwarding instead: you forward your broker confirmation emails and transactions are parsed automatically. It works, but it requires that extra step of forwarding the email.

If you use Xero for accounting, Sharesight is your only option with direct integration.

TrackMyShares is the only tracker here with portfolio rebalancing (it calculates trade recommendations based on your target allocations) and scheduled email summaries.

Mobile experience

Stock Events has the best mobile experience, with native iOS and Android apps and home screen widgets. Navexa has native apps on both platforms. TrackMyShares is a PWA, so you can install it on your phone and it works offline, but it is not a native app store experience. Sharesight is web-only.

Where each tool fits

TrackMyShares is best for investors in US stocks, ASX shares, and crypto who want tax reporting, rebalancing, and email forwarding without paying $200+/year. It is a focused tool that does fewer things but includes everything in one $49.99/year tier.

Sharesight is best for investors across many global markets who want automated broker syncing and Xero integration. It is the most mature platform with the broadest coverage, and you pay accordingly.

Navexa is best for Australian-focused investors who want native mobile apps and deep ASX tax support, particularly if you manage an SMSF or trust.

Stock Events is best if you want a polished mobile app with earnings calendars and social features, and do not need tax reporting.

What we are working on

We are transparent about our gaps. On the roadmap: European, UK, and Asian exchange support; risk and performance analytics (annualised returns, Sharpe ratio); direct broker integrations; and price-based alerts.

Try it yourself

7-day free trial, full access, no credit card required. Import your portfolio and see if it fits.

Start your free trial

Have questions? Visit our support page to get in touch.