App comparison
Amon Budget vs Sharesight
This page is for investors: how far Amon goes in tracking a portfolio, and where a dedicated investment reporting tool goes further.
What Sharesight focuses on
Portfolio performance, dividends and tax reports, with broker imports and asset allocation reports. Official product information.
Portfolio tracking in Amon Budget
| Use case | Amon Budget |
|---|---|
| Trades | Buys, sells, fees and splits entered by hand or imported from an Interactive Brokers statement (Pro); any single trade can be edited or deleted; a buy can be marked as reinvesting a dividend |
| Portfolio cash | Deposits, withdrawals, currency exchange, dividends, coupons and taxes recorded as cash inside the portfolio |
| Returns | Total return, an annual money-weighted return (XIRR, shown once the history is at least 90 days long) and a time-weighted return (TWR) |
| Market prices | US and MOEX market prices, subject to coverage (Pro) |
| Allocation | Multiple portfolios with allocation and value-history charts (Pro) |
| Link to the budget | Investment plan: checks your cushion first, then shows how the next contribution splits across asset classes (Pro) |
Where Amon stops
- Broker import (Pro): Interactive Brokers statements and an Amon CSV template for other brokers.
- No tax reports.
- Corporate actions are not fetched automatically: a split comes from an imported statement or is entered by hand.
How to choose
- Choose Sharesight if investment reporting itself is the job — dividends, tax reports and broker imports.
- Choose Amon if you want portfolios next to your everyday budget, debts and goals, and to size each contribution from what the budget can spare.
Core and Pro · Investment plan · Data processing
Frequently asked questions
Can Amon replace investment tax reporting?
No. Amon records dividends, coupons and taxes as portfolio cash and shows XIRR and TWR returns, but it does not produce tax reports. Broker statements (Interactive Brokers, Amon CSV template) can be imported in Pro.
What is free and what requires Pro?
Core is free and ad-free. Pro is $4.99 a month on the US App Store; in other countries the store sets the local price. Members inherit Pro from the owner of their shared workspace.
What works offline, and where is my data processed?
Everyday budgeting is saved locally and syncs through our backend when connected. Investments, fresh exchange rates and AI need a connection. AI requests are processed through our backend by an external model provider. No bank login is requested.