QuantRidge vs Sharesight
Portfolio performance and dividend tracking across many brokers and currencies, with tax reporting.
What each one is for
Investors holding across borders. Multi-currency handling, corporate actions and dividend history are its real strengths, and its tax reports are built for several countries rather than just one.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
On pricing: Free tier for small portfolios; paid tiers scale with holdings.
Choose Sharesight if
You hold in more than one country or care most about accurate performance and dividend history.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
Sharesight reports what happened. QuantRidge is built around what to do next in a US tax context — harvestable losses, wash sales across accounts, Roth conversion room, withdrawal order.
The thing Sharesight cannot offer
Sharesight carries tax reporting across many countries at once, so every engineering decision has to work for a dozen jurisdictions. That breadth is why it is the right answer for an international portfolio, and why depth in any one tax code arrives slowly.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for Sharesight?
Not always, and this page says where it is not. You hold in more than one country or care most about accurate performance and dividend history. If that describes you, Sharesight is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and Sharesight together?
Yes, and for some people that is the right setup rather than a compromise. What Sharesight is for: Investors holding across borders. Multi-currency handling, corporate actions and dividend history are its real strengths, and its tax reports are built for several countries rather than just one. QuantRidge connects to brokerages read-only and does not touch anything Sharesight is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
Sharesight is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.