A Sharesight alternative for European investors
Sharesight is a well-known portfolio tracker, strong on performance and tax reporting. If you invest in euros and want your whole family’s finances in one place, Rootfolio takes a different approach.
What makes Rootfolio different
- Built around euros and European ETFs, with one currency per account and automatic conversion.
- Household finances included: current accounts, cards, cash and loans, a yearly budget by category, recurring payments and an emergency fund.
- Bank statement import from PDF or screenshots of any bank, recognised automatically.
- Allocation inside your ETFs: by sector, and by the companies each ETF holds.
- Family owners: holdings tracked per family member in the same portfolio.
- Zakat calculation and the MSCI World Islamic benchmark.
Portfolio features
| Feature | In Rootfolio |
|---|---|
| Automatic prices | From Yahoo Finance every two hours |
| Performance vs benchmark | Time-weighted, 1D to MAX, against five indices |
| Dividends | Received and forecast, month by month |
| Realised gains | Closed trades, realised gain and dividends per holding |
| Stock splits | Recorded without changing your cost |
When Sharesight may be the better choice
If you need tax reports ready for your country’s tax return, or automatic imports from your broker, Sharesight is built for that. Rootfolio is for investors who want their portfolio and their household money side by side, privately.
Frequently asked questions
Does Rootfolio produce tax reports?
No. Rootfolio does not prepare tax reports for any country: it shows positions, realised gains, dividends and performance, which you can use as a reference. If country-specific tax reports are essential for you, a dedicated tool is a better fit.
Does it work with European brokers and ETFs?
Yes: you enter your trades yourself, so it works with any broker. Prices come from Yahoo Finance for securities listed on European and other exchanges, converted into your base currency.
Is there a free plan?
Yes: the free plan covers accounts, budgets and reports. The investment portfolio is part of Pro, which every new account can try free for 14 days.
Try Rootfolio with your own portfolio
Create an account and get every Pro feature free for 14 days, no card needed.
Try Rootfolio free