Head-to-head

Metrifly vs Sharesight

Side-by-side on price, free tier and Australian tax depth. Both cover serious CGT and income reporting; this page is the objective comparison — use the Sharesight alternative guide if you are actively planning a switch.

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FeatureMetriflySharesight
Pricing
Free tier$0 · 1 portfolio · 10 holdings · dividend tracking$0 · 10 holdings · no tax report
Plan with tax reportingStarter — $6.67/mo billed annually ($8 monthly) · 1 portfolio · unlimited holdingsStandard — $29/mo billed annually ($38.67 monthly)
Standalone tax add-onNo standalone add-on · tax reports included from StarterTax Pack — $59/yr · 1 portfolio AU tax reports
Multi-portfolio planStandard — $12.50/mo billed annually ($15 monthly) · 3 portfolios · unlimited holdingsStandard tier and up
AU Tax
AU CGT report + 50% discountSupportedSupported
Entity-aware (Individual / Company / Trust / SMSF)SupportedSupported
Sale-allocation methods (FIFO / LIFO / minimise …)SupportedSupported
Franking credits + franked/unfranked splitSupportedSupported
AMIT / trust distributionsSupportedSupported
Foreign income / FITOSupportedSupported
ATO myTax reportSupportedSupported
Assets & Coverage
Crypto assetsSupportedSupported
Multi-currency / FXSupportedSupported
Brokers / exchanges100+ brokers200+ brokers worldwide
SMSF supportSupportedSupported

Disclosure: Metrifly is our product. Competitor facts are sourced from each competitor's own pages. Last updated: 2026-06-15.

Decision points

The bits that change the answer

No generic checklist: these are the trade-offs Australian investors usually discover only after importing real data.

Price

Full tracker with tax

Metrifly Starter is $6.67/mo billed annually with unlimited holdings and individual tax reporting. Sharesight Standard is sourced at $29/mo billed annually for the comparable full-tracker tier.

Product shape

Integrated tracker vs tax add-on

Sharesight can be tracker-only, tracker-plus-tax, or Tax Pack alone. Metrifly does not split tax into a standalone add-on — Starter is always tracker plus reports.

Maturity

Where Sharesight still wins

Longer market history, broader broker catalogue and accountant familiarity. Choose Sharesight when those outweigh subscription cost for your workflow.

Head-to-head

Where they differ

Sourced competitor figures are dated on the matrix below; these callouts highlight the decision dimensions investors usually compare first.

Free tier

Metrifly

$0 · 1 portfolio · 10 holdings · dividend tracking

Sharesight

$0 · 10 holdings · no tax report

Metrifly's free plan is useful for dividend investors before paying; Sharesight's free tier is a holding cap without tax exports.

First paid plan with tax

Metrifly

Starter — $6.67/mo billed annually ($8 monthly) · unlimited holdings

Sharesight

Standard — $29/mo billed annually

Compare full tracker plans, not Sharesight's standalone Tax Pack unless you only need a one-portfolio tax report.

Standalone tax-only option

Metrifly

Tax included from Starter — no separate add-on

Sharesight

Tax Pack — $59/yr · 1 portfolio

Sharesight's Tax Pack can be cheaper for tax-only; Metrifly bundles tracking and tax on Starter.

Broker coverage

Metrifly

100+ import formats

Sharesight

200+ brokers worldwide

Sharesight leads on global broker count; verify your brokers exist in Metrifly before switching.

Calculation transparency

Metrifly

Published methodology page

Sharesight

Product help centre

Both handle CGT, franking and AMIT; Metrifly publishes formulas for TWR, CGT and franking on /methodology.

Why Metrifly

What sets Metrifly apart

The only free tier with dividend tracking

Metrifly's free plan tracks a portfolio and its dividends. Sharesight's free tier has no tax reporting; Navexa has no free tier at all — just a 14-day trial.

Tax reporting from $6.67/mo

Metrifly reaches full Australian CGT and income reporting on the Starter tracker plan at $6.67/mo billed annually ($8 monthly), below the sourced entry full-tracker tax plans from Sharesight and Navexa.

Full AU-tax depth

Parcel-level CGT with the 50% discount, franking credits, AMIT, foreign income and entity-aware reporting — with the exact method published on our methodology page.

FAQ

Questions, answered

How is Metrifly different from Sharesight on price?

Metrifly Starter is $6.67/mo billed annually ($8 monthly) for one portfolio with unlimited holdings and tax reporting. Sharesight Standard is sourced at $29/mo billed annually. Sharesight also sells a standalone Tax Pack for one portfolio — compare the job you need, not plan names alone.

What does each free tier include?

Metrifly Free: one portfolio, 10 holdings, dividend tracking. Sharesight Free: 10 holdings, no tax report on the sourced pricing page.

Which has more brokers?

Sharesight lists 200+ brokers worldwide; Metrifly supports 100+ import formats. Verify your brokers before switching — broker coverage is a common reason to stay on Sharesight.

Where should I read about switching?

This page is the objective comparison. If you are planning to leave Sharesight, use the Sharesight alternative guide for migration steps and parallel-run advice.

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Try Metrifly free

Track a portfolio and its dividends on the free plan, then reach Australian CGT and income reporting from $6.67/mo billed annually. No credit card required.

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