AtradianAll comparisons

Portfolio performance, dividends & tax reporting

Atradian vs Sharesight

Sharesight and Atradian both track what you own, but they answer different questions. Sharesight answers 'what has my portfolio really returned, and what do I owe at tax time?' Atradian answers 'what changed in what I hold, why does it matter, and how reliable is the read?'

Sharesight

Sharesight is a portfolio performance tracker with broker trade import, dividend and corporate-action handling, multi-currency returns and capital gains reporting, aimed at investors who need accurate records for tax and reporting.

Atradian

Atradian is a monitoring and research layer: you import a snapshot by screenshot, CSV or paste, and it compares each new snapshot with the last, briefs you on what moved and which of your rules fired.

CapabilitySharesightAtradian
Broker trade import with automatic syncScreenshot, CSV or paste (no broker login)
Dividend and corporate-action handlingDividend cash flows logged + ex-dividend calendar with alerts
Capital gains & tax reports
Multi-currency portfolio valuation
Snapshot-to-snapshot change tracking
Daily brief on what changed, against your own rules
Live market regime classification
Ask-anything AI agent over your holdingsAsk Atradian (monthly quota on Free)
Congress trades, 13F superinvestors, insider buys
Stocks scored on US, ASX, UK, Canada & Germany exchanges + cryptoShares, ETFs, funds, crypto~1,400 stocks + top-100 crypto

Best for Sharesight

Investors who need broker-synced performance, dividend records and tax-ready capital gains reports.

Best for Atradian

Investors who want to know what changed in their holdings, what it means, and whether the AI calling it has been right before.

Frequently asked questions

Can Atradian replace Sharesight for tax reporting?

No. Atradian doesn't generate capital gains or tax reports and doesn't sync with brokers. If you need tax-ready records, keep Sharesight or your broker statements for that and use Atradian for monitoring and research.

Do I need to link my broker to use Atradian?

No. Atradian never asks for broker login. You upload a screenshot, CSV or paste of positions, confirm each figure, and every accepted snapshot is kept and reconciled against the previous one.

Does Atradian track dividends?

Dividend cash flows can be logged against your snapshot so the unit value stays honest, and an ex-dividend calendar with alerts covers your holdings. It isn't a dividend income or franking-credit report.

See the evidence, not just the argument.

Atradian grades its own AI against forward outcomes and shows the backtest for every strategy it trades.

See how it works