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Try Richify free for 7 days — your ISA, SIPP, home and mortgage in one GBP net worth.
Free to download. For educational purposes only — not financial advice.
Your personal AI for understanding and tracking your personal finance.
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Sharesight is a portfolio tracker for shares, ETFs and funds, used by more than 200,000 investors. It records dividends and corporate actions automatically, imports trades from confirmation emails and produces performance and tax reports. It has a free plan for 1 portfolio and 10 holdings, and paid plans from £6 a month billed annually, priced in pounds including VAT (7 October 2026).
| Feature | Richify | Sharesight |
|---|---|---|
| Net Worth Tracking (GBP) | All assets & liabilities | Investment portfolio focus |
| ISA, SIPP & Workplace Pension | Tracked in one net worth | Holdings per portfolio; no UK account types listed |
| Shares, ETFs & Funds Performance | Holdings & allocation | Deep performance reports |
| Dividend Tracking | Income overview | Automatic dividends & adjustments |
| Tax Reporting | ✗ | Taxable Income and Sold Securities reports |
| Home & Mortgage in Net Worth | Built-in, manual | Unlisted investments can be recorded |
| AI Explanations & Coaching | Built-in AI (Felix) | ✗ |
| Compare to UK Households Your Age | ONS Wealth and Assets Survey percentiles | ✗ |
| Trade Import | ✗ | Trade confirmation email imports |
| Privacy-First (no linking) | Manual entry, no linking | Imports from broker emails |
| Free Plan | No — 7-day free trial | Free: 1 portfolio, 10 holdings |
| Paid Pricing | 7-day free trial | £6 / £14 / £21 a month billed annually, incl. VAT |
The Verdict
Sharesight is the better choice if your focus is a share and fund portfolio and the paperwork around it: automatic dividends, performance reports and the taxable-income and sold-securities records you need for holdings outside an ISA, with a free plan for a small portfolio. Richify is the better fit if you want your whole UK balance sheet in one GBP view, with your ISA, SIPP and pension next to your home and mortgage, an AI that explains it and a comparison against UK households your age, without linking any account. Many UK investors could use both. Richify offers a 7-day free trial.
Last reviewed: · Reviewed by the Richify team
Track your net worth, run calculators, and get built-in AI insights — all in one app. Start with a free trial.
Try Richify — Free TrialIt depends what you want to track. Sharesight is built for a share and fund portfolio: performance, dividends and the reports you need at tax time.
Richify is built for your whole net worth in pounds: your ISA, SIPP and workplace pension next to your home, mortgage, cash and debts, with an AI that explains your numbers. If you only track listed investments, Sharesight goes deeper; if you want the whole balance sheet, Richify does.
As listed on its UK pricing page on 7 October 2026, in pounds including VAT: Free (1 portfolio, 10 holdings including closed ones), Starter at £6 a month billed annually or £8 monthly (30 holdings), Standard at £14 a month billed annually or £18.67 monthly (4 portfolios, unlimited holdings) and Premium at £21 a month billed annually or £28 monthly (10 portfolios).
You can track the investments held inside an ISA or SIPP, using a portfolio per account, and Sharesight lets you record unlisted investments. Its pricing page does not list UK account types or ISA allowance tracking, and it is designed around listed securities.
Richify treats your ISA, SIPP, pension and property as parts of one net worth.
Yes, for listed investments. Sharesight lists Taxable Income and Sold Securities reports, which UK investors use for dividend and capital gains records outside an ISA.
Richify does not produce tax statements; it focuses on your whole net worth and planning.
No. Richify is manual-entry and never asks for bank or broker logins. Sharesight can import trades from trade confirmation emails, which is more automated but means routing those emails to it.
Richify is free to download and comes with a 7-day free trial. Sharesight has a permanent free plan for 1 portfolio and 10 holdings.
Comparison is educational only. Features and pricing may change. We strive for accuracy but recommend verifying directly with each service.
