vs
Dividend tracker comparison, prices checked 2026-11-09
Dividend Wealth vs Sharesight: pricing, forecasting and features compared
Sharesight is a performance and tax reporting tracker first: it covers 60+ markets and 700,000+ securities, imports trades from 200+ brokers, and its reports (performance, taxable income, future income, multi-currency valuation) are built for investors who hold across countries. Dividend Wealth is the narrower, deeper dividend tool: it forecasts each payment with a date and a confidence tier out to 10 years, scores dividend safety, and publishes free research pages, comparisons and lists. Sharesight Starter costs $84 a year against Dividend Wealth's $99.99 Standard but holds one portfolio of 30 holdings; Dividend Wealth also sells a lifetime licence, which Sharesight does not.
| Dividend Wealth | Sharesight | |
|---|---|---|
| What it is | A dividend tracker built around forecasting: every future payment is projected with a date, an amount and a confidence tier, portfolios can be linked to a brokerage or reconciled by hand, and the research pages are free to read. | A performance and tax reporting tracker for global investors: 60+ markets, trade imports from 200+ brokers, automatic dividend and DRP tracking, and a Future Income report of upcoming payouts. |
| Company | Dividend Wealth | Sharesight Limited, Wellington, New Zealand |
| Platforms | Web (responsive); no native mobile app yet | Web, iOS and Android apps |
| Paid plans | Standard $9.99/mo or $99.99/yr; Premium $19.99/mo or $199.99/yr; Lifetime $1,500 once | Starter $9.33/mo or $84/yr; Premium $31/mo or $279/yr |
| Free plan | 1 portfolio, 10 holdings, 25 transactions; no brokerage linking. | 1 portfolio, 10 holdings including closed positions, 1 custom group. |
| Free trial | 14 days of Standard, no card required. | Free plan instead of a trial; a demo portfolio shows the paid reports. |
| Scale (self-reported) | 2,700+ users, 4,000+ portfolios and $340M+ of assets tracked (as stated on dividend-wealth.com) | 200,000+ investors (as stated on sharesight.com) |
| Trustpilot | Score unavailable | Score unavailable |
| Product | Plan | Monthly | Yearly | What you get |
|---|---|---|---|---|
| Dividend Wealth | Free | $0 | $0 | 1 portfolio, 10 holdings, 25 transactions, no brokerage linking |
| Dividend Wealth | Standard | $9.99/mo | $99.99/yr | 6 portfolios (1 brokerage-linked + 5 manual), unlimited holdings and transactions, forecasting and safety scores |
| Dividend Wealth | Premium | $19.99/mo | $199.99/yr | Unlimited portfolios and unlimited linked brokerage accounts |
| Dividend Wealth | Lifetime | $1,500 once | n/a | Premium forever, one payment (or 3 payments of $500); all future Premium features included |
| Sharesight | Free | $0 | $0 | 1 portfolio, 10 holdings (including closed), 1 custom group, basic support |
| Sharesight | Starter | $9.33/mo | $84/yr | $7 a month billed annually; 1 portfolio, 30 holdings, 3 custom groups |
| Sharesight | Standard | $24/mo | $216/yr | $18 a month billed annually; 4 portfolios, unlimited holdings, 5 custom groups, advanced reports |
| Sharesight | Premium | $31/mo | $279/yr | $23.25 a month billed annually; 10 portfolios, unlimited holdings, 10 custom groups, priority support |
US prices from sharesight.com/us/pricing. Sharesight prices its plans by region, so other countries see different figures.
Dividend forecasting: how far ahead, and how sure
Every tracker here lists upcoming payouts. The difference is whether it projects each future payment on its own date, how far ahead it goes, whether it says how confident it is, and whether the method is published. This is the feature Dividend Wealth was built around.
Dividend WealthEach future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published.
Two numbers answer two questions: Forward Income is today's run-rate; Forecasted Dividends model timing and growth payment by payment. Read the forecasting method.
SharesightThe Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating.
Tracking without linking a brokerage
Plenty of investors will not hand a third party read access to their brokerage, or hold accounts no aggregator supports. For them the question is how exactly a hand-kept portfolio can match the statement.
Dividend WealthUnlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile.
Import a full transaction history or current holdings from CSV; export the same Symbol, Type, Date, Shares, Price, Fee format and re-import it.
Manual portfolios, holdings and history stay accessible at every tier, including Free. See adding transactions and importing holdings.
SharesightManual trades, unlisted investments and cash accounts on every plan.
CSV: Bulk trade import from a spreadsheet file; reports export to spreadsheet and PDF.
Brokerage sync: 200+ brokers by trade-confirmation email import and broker connections, Robinhood, Charles Schwab and Interactive Brokers among them.
| Feature | Dividend Wealth | Sharesight |
|---|---|---|
| Income | ||
| Dividend forecasting | Yes — Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published. | Partly — The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating. |
| Dividend calendar | Yes — Market-wide calendar with presets (Aristocrats, Kings, monthly payers, REITs) plus a per-portfolio calendar of ex-dates and pay dates. | Yes — Dividend calendar with the date, amount and payment status of every dividend in the portfolio. |
| Dividend safety or quality score | Yes — Resilience Score for dividend durability and an A+ to F Overall Rating built from six published subscores. | No — No dividend safety score found. |
| DRIP modelling | Yes — DRIP toggle in Goals & What-If projections; DRIP backtests in the compare tool. | Yes — Tracks dividend reinvestment plans (DRPs) automatically for supported markets. |
| Income goal tracking | Yes — Income goals with year-to-date progress and milestone alerts. | No — None found. |
| Tracking | ||
| Brokerage sync | Yes — Plaid and SnapTrade (Schwab, Vanguard, Fidelity, Robinhood, Interactive Brokers and more). One linked account on Standard, unlimited on Premium. Imports holdings and about two years of transactions. | Yes — 200+ brokers by trade-confirmation email import and broker connections, Robinhood, Charles Schwab and Interactive Brokers among them. |
| Manual transactions | Yes — Unlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile. | Yes — Manual trades, unlisted investments and cash accounts on every plan. |
| CSV import and export | Yes — Import a full transaction history or current holdings from CSV; export the same Symbol, Type, Date, Shares, Price, Fee format and re-import it. | Yes — Bulk trade import from a spreadsheet file; reports export to spreadsheet and PDF. |
| Portfolios on paid plans | Yes — 6 on Standard (1 linked + 5 manual); unlimited on Premium and Lifetime. | Yes — 1 on Free and Starter, 4 on Standard, 10 on Premium. |
| Free plan limits | Partly — 1 portfolio, 10 holdings, 25 transactions; no brokerage linking. | Partly — 1 portfolio, 10 holdings including closed positions, 1 custom group. |
| Research | ||
| Dividend screener | Yes — Dividend stock screener with 21 filters: 17 numeric ranges (yield, payout ratio, increase streak, consistency, 1-, 5- and 10-year dividend growth, P/E, PEG, P/B, upside to target, return on equity, net margin, revenue growth, net debt to EBITDA, beta, market cap) plus sector, stock or ETF, payment frequency and a minimum A+ to F grade; seven one-click strategy presets. | No — None found. |
| Curated stock and ETF lists | Yes — 37 curated lists, free to read with live data: Dividend Aristocrats, Kings and Champions, monthly and weekly payers, covered-call, YieldMax and bitcoin-income ETFs, highest yield, undervalued, oversold, top rated and more. | No — None found. |
| Stock and ETF research pages | Yes — Free research pages for thousands of US-listed stocks and ETFs: dividend history, yield, forecast and FAQ. | No — No public per-ticker research pages found. |
| Side-by-side ticker comparison | Yes — Interactive DRIP comparison for up to 15 tickers, plus 1,200+ published pair pages (fees, yield, returns, overlap). | Partly — Benchmarking against an index or fund, not ticker against ticker. |
| Community and public portfolios | Yes — Public portfolios and a portfolio contest. | Partly — A community forum; portfolios can be shared with people you choose. |
| Platform | ||
| Mobile app | No — No native app yet. The web app works on phones. | Yes — iOS and Android apps (Sharesight - Portfolio Tracker). |
| Public API | No — Not yet; a public API is on the roadmap. | Yes — Developer API for partners. |
| MCP server for AI assistants | No — Not yet. An MCP server, so AI assistants such as ChatGPT and Claude can read your portfolio and forecasts, is in progress. | No — None found. |
| Markets and currencies | Yes — 26 exchanges across the US, Canada and Europe. Holdings stay in their trading currency; portfolios, income and transactions are shown in your choice of 10 display currencies (USD, CAD, EUR, GBP, AUD, CHF, JPY, SEK, DKK, NOK) at daily FX rates. | Yes — 60+ markets and 700,000+ stocks, ETFs and funds; a base currency per portfolio with currency impacts worked out. |
| Billing | ||
| Lifetime plan | Yes — $1,500 once, or 3 payments of $500. | No — No lifetime plan. |
| Free trial | Yes — 14 days of Standard, no card required. | Partly — Free plan instead of a trial; a demo portfolio shows the paid reports. |
| Refunds | Partly — Cancel anytime; cancellation stops renewals but the current period is not refunded. | Not verified — Not stated on the pricing page. |
Where Sharesight is stronger- 60+ markets and 700,000+ stocks, ETFs and funds, with a base currency per portfolio and currency impacts worked out.
- Trade imports from 200+ brokers by email or connection, including Robinhood, Charles Schwab and Interactive Brokers.
- Tax and performance reporting: taxable income, sold securities, benchmarking and multi-period reports.
- iOS and Android apps.
- A free plan for 10 holdings and a Starter plan at $84 a year.
Where Dividend Wealth is stronger- Dividend forecasting with dates, amounts and confidence tiers out to 10 years, against Sharesight's announced-and-estimated Future Income view.
- Dividend safety scoring (Resilience Score and A+ to F ratings).
- A screener, 37 curated lists, 1,200+ published ticker comparisons and free research pages.
- Transaction-level manual reconciliation with historical price auto-fill and automatic splits.
- Six portfolios on Standard against Sharesight Starter's one; a lifetime licence and a 14-day trial.
Which should you pick?
Pick Sharesight if: You hold stocks across several countries or currencies, need tax reports (capital gains, taxable income) as much as dividend tracking, or import trades from a broker outside North America.
Pick Dividend Wealth if: You invest for dividend income first and want each payment forecast, scored for safety and reconciled to your statements, with research and comparisons you can read without an account.
- Dividend Wealth Standard
- Dividend Wealth Lifetime
- Sharesight Starter
- Sharesight Premium
Frequently asked questions
Is Dividend Wealth cheaper than Sharesight?
On the entry paid plan Sharesight is cheaper: Sharesight Starter ($84 a year) against Dividend Wealth Standard ($99.99 a year), a difference of $15.99 a year. At the top of the range, Dividend Wealth Premium is $199.99 a year and Sharesight Premium is $279 a year. Dividend Wealth also sells a lifetime licence for $1,500, which costs less than Sharesight Premium after 6 years. Sharesight has no lifetime plan. Prices checked 2026-11-09.
Which has better dividend forecasting, Dividend Wealth or Sharesight?
Dividend Wealth. Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published. Sharesight: The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating.
Can I use Sharesight or Dividend Wealth without linking a brokerage?
Both. Dividend Wealth: Unlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile. Sharesight: Manual trades, unlisted investments and cash accounts on every plan.
Does Sharesight have a mobile app? Does Dividend Wealth?
Sharesight: iOS and Android apps (Sharesight - Portfolio Tracker). Dividend Wealth: No native app yet. The web app works on phones.
Is Sharesight good for dividend investors?
Yes for tracking: it records dividends and DRPs automatically across 60+ markets, shows upcoming income in its Future Income report and a dividend calendar, and handles the tax side. It does not forecast payments beyond announced and estimated dividends, score dividend safety or publish research pages; those are what Dividend Wealth adds.
How much does Sharesight cost in the US?
Free for one portfolio of 10 holdings. Starter is $7 a month billed annually ($84 a year) or $9.33 monthly for 30 holdings; Standard is $18 a month billed annually ($216) or $24 monthly for 4 portfolios with unlimited holdings; Premium is $23.25 a month billed annually ($279) or $31 monthly for 10 portfolios. Prices checked 2026-11-09.
We make Dividend Wealth. Prices and limits were read from the pages below; self-reported user counts are quoted from each vendor and labelled. Anything we could not confirm is marked "Not verified". Spotted an error? Email support@dividend-wealth.com.
- Sharesight US pricing (checked 2026-11-09)
- Sharesight dividend tracker features (checked 2026-11-09)
- Sharesight features overview (checked 2026-11-09)
- Sharesight on the App Store (checked 2026-11-09)
- Sharesight on Google Play (checked 2026-11-09)
- Dividend Wealth pricing (checked 2026-11-09)
- Forecasted Dividends methodology (checked 2026-11-09)
- Brokerage linking guide (checked 2026-11-09)
- Adding transactions guide (checked 2026-11-09)
- Ticker coverage: 26 exchanges (checked 2026-11-09)
- Changelog, 25 Oct 2026: display currencies (checked 2026-11-09)
Product names and logos belong to their owners and are shown to identify each tracker.