Journal

Comparisons

Autopilot and Sharesight: what each one is, and what to compare

Sharesight and Autopilot compared: a portfolio tracker for reporting versus following a Portfolio in your own brokerage account.

Chris Josephs7 min read

I'm Chris, one of the co-founders of Autopilot. Sharesight is a portfolio tracker, and a well-established one. Autopilot is where you follow a Portfolio. Those sound similar and they aren't.

Here's what each one is, and why a lot of people could use both.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

1) What Sharesight is

On its own website, as read on September 23, 2026, Sharesight describes itself as a way to bring all your stocks, ETFs, dividends, precious metals, brokers and global markets into one consolidated view. It says it integrates with hundreds of brokers and finance apps, and its features include performance tracking, dividend tracking, and tax reporting.

It's a record of what you own and how it's done. It doesn't manage anything.

2) What Autopilot is

Autopilot is an app where you follow a Portfolio in the brokerage account you already have. Autopilot Advisers, LLC is a registered investment adviser. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

The Portfolios come from many sources: independent Pilots who create and manage their own, AI-model Portfolios run by Pilots, and trackers Autopilot builds on public SEC filings.

3) Where they actually differ

Tracking versus management. Sharesight records what's in your accounts and reports on it. On Autopilot, your account holds a Portfolio you chose, and it stays updated. The full version of that difference is in Portfolio tracking vs portfolio management.

Who makes the decisions. With a tracker, every decision is yours. With Autopilot, you pick whose decisions to follow.

People asking how to track Berkshire Hathaway sometimes land on portfolio trackers. A tracker records what you own. Following Berkshire's disclosed positions in your account is a different job, covered in How to follow Berkshire Hathaway's holdings in your own brokerage account.

4) What to compare

Whether you want a report or a strategy.

Whether you need tax and dividend reporting across many accounts, which is a tracker's strength.

What each costs at your balance. For Autopilot, that math is in What Autopilot's fee actually means at your balance.

5) What it costs

On Sharesight: its site, as read on September 23, 2026, lets you track up to 10 holdings at no cost, with paid plans from $7 to $23.25 a month billed annually, in US dollars.

On Autopilot: A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on for each Pilot you subscribe to. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

I'm not going to tell you we're better, because that isn't something I can prove to you.

TLDR: Sharesight is a portfolio tracker that consolidates your holdings, performance, dividends, and tax reporting. It doesn't manage money. On Autopilot, you follow a Portfolio you choose in your own brokerage. One reports, the other acts, and they can work side by side.

Frequently asked questions

Autopilot vs Sharesight

Sharesight is a portfolio tracker that consolidates holdings across brokers and reports on performance, dividends, and tax. On Autopilot, you follow a Portfolio you choose, from a Pilot or a tracker, in the brokerage account you already have.

Sharesight alternatives

If you want reporting, compare other trackers on broker coverage, tax reports, and price. If you want a strategy held and updated in your own brokerage, Autopilot is one option.

Is Autopilot or Sharesight better for following investors in my own brokerage?

They do different jobs. Sharesight tracks what you own. Following an investor's Portfolio in your own brokerage is what Autopilot is built for, and some people use a tracker alongside it.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.


Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives, risk tolerance, and time horizon before investing through Autopilot.

Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

Autopilot provides limited investment advisory services focused on Portfolio selection and suitability assessment. Our services are not intended to replace comprehensive financial planning. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

Autopilot’s services depend on technology systems, third-party APIs, and internet connectivity. System outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing.

Client account holdings are designed to track the Portfolio you’ve selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot’s control.

For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Sharesight is not affiliated with Autopilot and has not endorsed it. Descriptions of third-party services are based on that service's own public website as read on September 23, 2026 and may change. Nothing here is a claim that any product is best. Fee amounts are quoted from Form CRS dated February 2026 and may change.