Wallet76 vs Sharesight vs Finary vs Delta:
which is the best portfolio tracker?
Four different ways to keep track of your investments. Here we put them side by side to see what each one does best — assets, integrations, tax reporting, rebalancing, privacy and price — without hiding where the competitors beat Wallet76.
Feature-by-feature comparison
The Wallet76 column is highlighted because it's the product in focus, but the data for every platform is laid out factually. Where a fact isn't publicly confirmed, we mark it as such rather than state it.
| Feature | In focusWallet76Independent, EU | SharesightTax reporting | FinaryNet-worth aggregation | DeltaBy eToro |
|---|---|---|---|---|
| Supported assets | BroadStocks, ETFs, crypto, funds, bonds, cash, REITs | BroadStocks, ETFs, funds, crypto, bonds, cash (property/metals manual only; no derivatives) | Very broadBank accounts, stocks, ETFs, funds, crypto (5500+), property, metals, alternatives/collectibles | Very broadCrypto (10 000+), stocks, ETFs, funds, forex, commodities, indices, NFTs, futures (no explicit bonds/REITs/cash) |
| Broker / exchange sync | 14 direct14 direct integrations | 200+200+ brokers (API + email forwarding + file) | 10 000+Via open banking (Powens/Plaid) + crypto APIs | 300+Exchanges/brokers/wallets (read-only) |
| CSV / XLSX import | CSV and XLSX | Yes | Not confirmednot confirmed | CSVXLSX not confirmed |
| Languages | 6 | 1English only | 3EN / FR / DE | 18 |
| Currencies | 4USD / EUR / CHF / BRL | 100+ | 6 | 150+ |
| Rebalancing / target allocation | Yes — uniqueTells you what to buy/sell to hit your target % | NoReports only | No | No |
| Tax reporting | YesRealised gains per year, simple | Yes, the bestCapital gains localised for 6 countries | Weak/absent | PartialPRO+ tier only; exports gains/cost, not a per-jurisdiction report |
| Dividend calendar | Yes | YesWith projected future income | YesPlus tier | WeakEconomic calendar; dividends noted as a weak spot |
| Price alerts | YesEmail / Telegram / push | NoOnly an informational "target price" | Not confirmedOnly dividend notifications; not confirmed | Yes |
| Platforms | PWAWindows / Mac / Android / iOS | Web + mobileApps mostly read-only; no native desktop | Web + mobileiOS + Android; no desktop | EverythingiOS/Android + Windows/Mac desktop + web |
| Portfolio sharing | YesBy link | YesThird-party access (e.g. accountant) | Not confirmedHas a "family mode"; not confirmed | Not confirmednot confirmed |
| EU servers / GDPR | YesEU servers, GDPR | Not confirmedNot publicly stated | YesGoogle Cloud Europe, GDPR | GDPROwned by eToro (a broker) — potential conflict of interest |
| Price (annual paid plan) | 49,99 €/anoFree: 1 portfolio, 15 assets, 3 alerts · Pro 5,99 €/mês | ~7$ a ~23$/mêsFree: 1 portfolio, 10 holdings · tiers by number of holdings | 54,99 a 349,99 €/anoFree: 2 accounts · Lite/Plus/Pro | ~53,88 a ~107,88$/anoFree: 10 assets, unlimited connections · or 299$ lifetime |
Where each one shines
None of these tools is the best at everything. Each has a clear strength — it's worth choosing the one that solves your main problem.
Sharesight Taxes
Localised capital-gains and dividend tax reports — best in class, especially for Australia and New Zealand. Connects to 200+ brokers with automatic dividends and corporate actions, and brings in-depth performance analytics.
Finary Total net worth
The widest net-worth aggregation: banking, stocks, crypto, property, metals and alternative assets across more than 10 000 institutions. Strong security (EU-regulated aggregators, GDPR, EU hosting) and a nicely polished app.
Delta Reach and UX
18 languages, 150+ currencies and 300+ integrations. The free plan is generous (unlimited connections), the user experience is highly rated, and there are native desktop apps with rich analytics.
Wallet76 Rebalancing
The only one of the four with a rebalancing / target-allocation engine: it tells you what to buy or hold, by asset class and by asset. It combines alerts (email/Telegram/push), dividends, tax reporting and sharing in a single, cheap plan (49,99 €/ano). EU servers, GDPR, no ads and independent of any broker.
Where the competitors beat Wallet76
To be fair: there are things Wallet76 falls behind on. If any of these points is a deal-breaker for you, another tool might be the better pick.
- Sharesight wins on tax reporting. Capital gains localised for 6 countries, versus Wallet76's simpler report (realised gains per year).
- Delta wins on reach and desktop. 300+ integrations (vs 14), 18 languages (vs 6), 150+ currencies (vs 4) and native desktop apps.
- Finary wins on net-worth aggregation. More asset types and far more bank connections (10 000+ institutions via open banking).
Pricing side by side
They all have a free plan with limits. Below are the main paid plans.
Wallet76
49,99 €/ano
Pro · or 5,99 €/mês
Free: 1 portfolio, 15 assets, 3 alerts.
Sharesight
~7$ a ~23$/mês
- Starter ~7$/mês
- Standard ~18$/mês
- Premium ~23$/mês (annual)
Free: 1 portfolio, 10 holdings.
Finary
54,99 a 349,99 €/ano
- Lite 54,99 €/ano
- Plus 149,99 €/ano
- Pro 349,99 €/ano
Free: 2 accounts.
Delta
~53,88 a ~107,88$/ano
- PRO ~53,88$/ano
- PRO+ ~107,88$/ano
- or 299$ lifetime
Free: 10 assets, unlimited connections.
Figures as of July 2026, subject to change — check each site. The competitors' prices are approximate and some are in dollars; the conversion to euros varies with the exchange rate.
Frequently asked questions
The most common questions from people deciding between these four.
Which of these has automatic rebalancing?
Only Wallet76 has a target-allocation engine that tells you what to buy or sell to hit the percentages you set. Sharesight, Finary and Delta show your current allocation, but they won't tell you what steps to take to correct it.
Which is best for taxes?
Sharesight, thanks to its capital-gains and dividend reports localised for several countries (best in class, especially in Australia and New Zealand). Wallet76 gives you realised gains per year in a simpler form; Delta only exports gains and cost on the PRO+ tier, and Finary is weak here.
Which is the cheapest?
Comparing annual paid plans, Wallet76 (49,99 €/ano) comes in well below Finary Plus (149,99 €/ano) and is competitive with Delta PRO. Sharesight charges in tiers based on the number of holdings, so the price depends on the size of your portfolio. All of them have a free plan with limits.
Which is the most privacy-friendly / European?
Wallet76 (EU servers, GDPR, no ads and independent of any broker) and Finary (EU hosting, GDPR). Delta is owned by eToro, a broker, which can create a conflict of interest. With Sharesight, the server location isn't publicly stated.
How many languages does each one have?
Wallet76 has 6, Sharesight 1 (English), Finary 3 (English, French and German) and Delta 18. If the range of languages and currencies matters most to you, Delta leads the way (18 languages, 150+ currencies).
Ready to track your portfolio with real guidance?
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