Compare

Metrifly vs Sharesight

A head-to-head on price, the free tier, and AU-tax depth. The two are close on tax features; this page focuses on where Metrifly costs less.

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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 — $12/mo billed annually ($15 monthly) · 1 portfolio · unlimited holdingsStandard — $29/mo billed annually ($38.67 monthly)
Multi-portfolio planStandard — $20/mo billed annually ($25 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.

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 $12/mo

Metrifly reaches Australian CGT and income reporting on the Starter plan at $12/mo billed annually ($15 monthly) — cheaper than Sharesight ($29/mo billed annually) and Navexa ($20/mo).

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

What does Metrifly's free plan include?

One portfolio, up to 10 holdings, and dividend tracking on the free tier. Market prices, holding detail and basic allocation are included. Tax reporting unlocks on Starter.

What do I get on the Starter plan?

Starter is $12/mo billed annually ($15 monthly): one portfolio, unlimited holdings, broker import, multi-currency tracking, and full Australian tax reporting with XLSX and PDF export.

How does Metrifly calculate CGT and franking?

Gains are calculated at the parcel level with the 50% discount applied automatically for eligible holdings. Franked dividends are grossed up with the franked/unfranked split; AMIT and trust distributions flow through to your income summary.

Does Metrifly support crypto and foreign shares?

Yes. Crypto sits alongside shares and ETFs in the same portfolio. Foreign-currency holdings are converted using end-of-day rates, with FX gain reported separately from market gain.

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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 $12/mo billed annually. No credit card required.

Free forever · No credit card required