Greenline vs Sharesight

Sharesight is a well-established portfolio tracker used by investors in Australia, New Zealand, Canada, and the UK. It supports over 250,000 securities globally, offers solid performance reporting (including time-weighted and money-weighted returns), and has some of the best tax reporting in the space.

What Sharesight offers

Sharesight lets you import trades via CSV or connect directly to supported brokers. It tracks dividends automatically, calculates capital gains, and generates tax reports for multiple countries. The platform is polished, with a strong track record and a large user base.

Their free plan covers up to 10 holdings. Paid plans range from about $19 to $39 per month (USD), depending on the number of holdings and features you need.

Key differences

Sharesight is a global product. It supports Canadian investors, but it isn’t built around the Canadian experience. That means it handles CAD and Canadian securities, but the tax reporting, account types, and brokerage integrations aren’t tailored specifically for how Canadians invest.

Greenline is Canada-first. Every feature is built with Canadian account types in mind: TFSAs, RRSPs, FHSAs, RDSPs, and non-registered accounts. The brokerage parsers understand the exact export formats from Wealthsimple, Questrade, RBC, TD, and other Canadian brokerages. Tax features like adjusted cost base tracking follow Canadian rules specifically.

The pricing model is also different. Sharesight’s free tier limits you to 10 holdings, which most Canadian investors will outgrow quickly (especially if you hold a few ETFs across multiple accounts). Greenline doesn’t limit you by number of holdings.

Where Sharesight may be a better fit

If you invest across multiple countries or need tax reporting for non-Canadian jurisdictions, Sharesight’s global coverage is a genuine strength. It handles Australian and New Zealand tax rules particularly well, and its broker connections work across several international platforms.

Sharesight’s dividend tracking and performance reporting are also mature, with years of refinement behind them.

Where Greenline is different

Greenline doesn’t try to be everything for everyone. It’s built for Canadian investors who want a tracker that understands their specific context: Canadian brokerages, Canadian account types, Canadian tax rules.

The upload model means no bank credentials are shared. You export from your brokerage and upload to Greenline. The parsers handle the rest, including the quirks of each Canadian brokerage’s export format.

Greenline also provides fee analysis, net worth tracking, and holdings deep dives that are designed around how Canadian portfolios are typically structured.

Bottom line

Sharesight is a strong global tracker with excellent performance and tax reporting. If you invest internationally or need multi-country tax support, it’s worth considering. If you’re a Canadian investor who wants a tracker built specifically for how you invest, Greenline is designed for exactly that.