DPP vs Sharesight
Sharesight is the compliance-grade tax reporter for global investors. DPP is the AI-native planner + tracker built for US dividend investors who want unlimited portfolios and reverse-solve income planning at half the price.
Sharesight is a mature portfolio tracker (2007) with a specialty in tax-lot accounting across 40+ countries. Its Investor plan starts at $15/mo (10 holdings) and its Expert tier at $41/mo. Sharesight is excellent if you need capital-gains tax reports for Australia, NZ, UK, or Canada. Dividend Portfolio Planner is a different animal — it's built for US-based dividend investors who want to plan and iterate, not just record. DPP's 30-year backtest engine, AI Optimizer, AI Income Target Planner, and multi-portfolio grouping have no equivalent in Sharesight, and Pro is $9.99/mo with unlimited holdings from day one.
Feature-by-feature
DPP wins 12 of 15 categories — checked against public pricing pages and support docs as of Q1 2026.
Pick DPP if…
DPP is the right choice if you're a US-based dividend investor who wants to plan future income, backtest scenarios, and get AI advice on how to hit a specific dividend income goal. DPP's Pro tier ($9.99/mo) undercuts every Sharesight paid tier ($15–$41/mo), removes the 10-holding limit, and adds unlimited AI planning credits.
Pick Sharesight if…
Sharesight is the right choice if you're outside the US and need capital-gains tax reports for CGT/CGT-eligible jurisdictions, or if you hold ADRs and foreign stocks across many exchanges. Their tax-lot engine is best-in-class.
Visit SharesightAnswers for shoppers
Which is cheaper, DPP Pro or Sharesight Investor?Answer
DPP Pro is $9.99/mo. Sharesight Investor is $15/mo (with a 10-holding cap — you need Expert at $41/mo for 30 holdings). DPP has no holding cap at $9.99/mo.
Does DPP replace Sharesight for tax reporting?Answer
No. If you need CGT tax reports for Australia, NZ, UK, or Canada, keep Sharesight — it's the category leader. DPP is a planning and tracking tool for US-based dividend investors and doesn't produce tax reports.
Can I plan an income target with Sharesight?Answer
Not directly. Sharesight shows what you've earned. DPP's AI Income Target Planner reverse-solves a portfolio to hit a specific monthly or annual dividend income goal — that's exclusive to DPP.
How does DPP compare on broker sync?Answer
DPP uses Plaid (production) for read-only broker sync across 12,000+ US institutions. Sharesight uses direct broker feeds available in more countries but with narrower per-country coverage than Plaid provides in the US.
Is DPP free forever?Answer
Yes. Free includes 1 saved portfolio, 30+ year backtests, 1 AI action per month, all Track My Holdings features (unlimited holdings across up to 10 accounts, portfolio grouping, ex-div calendar, growth chart, income chart, CSV export, Plaid sync), watchlist, and ticker research. Sharesight's free plan caps at 10 holdings across everything.
Open the DPP Compare Chart.
Load any two portfolios into the Compare Chart and see the 30-year cumulative-return line, dividend income growth, drawdown, and CAGR side-by-side. Free — 1 saved portfolio + 30+ year backtests forever.
What is Dividend Portfolio Planner?
Dividend Portfolio Planner (DPP) is a dividend research, portfolio modeling and backtesting application that helps investors research stocks and ETFs, create hypothetical portfolios, estimate dividend income, backtest investment strategies and compare income with changes in portfolio value. Unlike traditional dividend trackers that primarily monitor investments an investor already owns, DPP is designed not only to monitor but also to help investors research and model potential portfolio strategies before investing.