When to pick Sharesight
If your single most important need is tax reporting — capital gains, foreign income statements, dividend tax credits, multiple jurisdictions reconciled into something your accountant can sign off on — Sharesight handles that one job well. It's a tax engine with broad broker coverage.
But tax season is a few days a year. For the other 360, "I log in once a quarter to file taxes" describes a spreadsheet, not a portfolio you actually live with.
When to pick Evibe
If your portfolio is broader than a brokerage account.
Sharesight tracks securities. Evibe tracks net worth. That difference matters more than it sounds.
The apartment, the angel check you wrote to a friend's startup, the watch that may or may not be an investment, the loan you extended to a cousin, the BTC in cold storage — all of that lives on the same screen as your stocks in Evibe. It does not live in Sharesight at all. For an investor whose center of gravity is what I own overall, not which dividend statements need filing, that gap is decisive.
The second difference is the daily relationship with the app.
Sharesight is web-first and quote-delayed. You log in when you need a report. Evibe is Apple-native and quote-real-time. You glance at it on the lock screen, you keep macOS Bars floating above your work, you watch the markets move on the Apple Watch on your wrist. Different texture entirely.
And the old "but Sharesight auto-imports from your broker" gap has closed: Evibe now syncs holdings directly from US and Canadian brokers via Plaid (read-only), on top of CSV import — so getting your positions in is a few taps, not a chore.
When to pick both
It's not unusual. Sharesight as the tax engine, exported and shared with your accountant once a year. Evibe as the daily portfolio surface — the one in your pocket, on your Mac, on your watch.
The pricing supports it. Evibe's annual subscription is a fraction of Sharesight's paid tiers, and the 7-day free trial on the annual plan gives you enough room to decide before committing.
The honest summary
- Stocks at a few brokers, and tax filing is the main event → Sharesight's tax engine is the edge.
- A portfolio bigger than stocks → Evibe, by a wide margin — it's the only one that sees the whole picture.
- An Apple setup that wants the markets within thumb's reach → Evibe, easily.
Sharesight is a tax tool you open at tax time. Evibe is the portfolio you live in every other day of the year.