The Sharesight alternative built for active traders
One price. Every feature. No broker access required. Swingfolio gives you the trade analytics, strategy tracking, and AI insights that portfolio trackers don't.
“Your breakout trades perform 2.3x better when entered before 11am. Consider limiting afternoon entries to pullback setups where your win rate is 12% higher.”
Why traders move from Sharesight to Swingfolio
Sharesight tracks portfolio returns. Swingfolio tracks your trading performance. If you swing trade, manage multiple setups, and want to know which strategies are actually working — you need analytics built for how you trade, not just what you hold.
Feature comparison
| Feature | Swingfolio | Sharesight |
|---|---|---|
| Trade journaling | Full journal with setup, stop, target fields | Basic transaction log |
| Strategy rule tracking | ||
| AI trade reviews | ||
| Portfolio heat monitoring | ||
| R-multiple tracking | ||
| Performance metrics | 17+ trading-specific metrics | Portfolio return metrics |
| Multi-portfolio support | ||
| Tax reporting (Australia) | ATO-ready CGT with 50% discount | Multi-country tax reports |
| Data import method | Any broker via CSV, AI extraction, or email forwarding | Requires broker login credentials for supported brokers |
| Pricing | $25/month — every feature included | Tiered plans with feature limits per tier |
Best for active traders who want trade-level analytics, strategy tracking, portfolio heat monitoring, AI insights, and full access at one price.
Best for passive investors who need multi-country tax reporting and direct broker account integrations.
What you get with Swingfolio
- Trade-level performance analytics — Win rate, R-multiples, expectancy, and profit factor per strategy, calculated automatically across all your trades.
- Strategy tracking with rule adherence — Define your entry and exit rules, then measure how consistently you follow them. See which strategies make money and which don't.
- AI-powered trade reviews — AI analyzes your trade history, surfaces patterns you miss, and identifies recurring mistakes before they cost you more.
- Portfolio heat and risk monitoring — See your total open risk across all positions in real time. Know exactly how exposed you are before adding another trade.
- Universal import — no broker access needed — Import from any broker via CSV, AI extraction from screenshots, or email forwarding. Swingfolio never connects to your broker or requests credentials.
- One price, full access — $25/month gets you every feature. No tiers, no limits, no features locked behind higher plans.
Swingfolio vs Sharesight FAQ
Related features
Every feature. One price. No broker access required.
Try Swingfolio free for 30 days. $25/month after that — trade analytics, strategy tracking, AI insights, and portfolio monitoring with full access from day one.