How Orchard72 Compares
Free tiers, tax reporting, corporate actions and broker imports, set side by side across five widely used portfolio trackers.
Free plan available. Start by importing a broker statement and add the rest of your accounts as you go.
Feature Comparison
The features that matter for tracking a portfolio, side by side.
| Feature | Orchard72 | Yahoo Finance | Sharesight | Delta | Morningstar |
|---|---|---|---|---|---|
| Free tier | |||||
| Automatic daily price refresh | |||||
| Multi-jurisdiction capital gains tax | |||||
| Corporate actions tracking | |||||
| Estate planning integration | |||||
| Portfolio member sharing | |||||
| Consumer API access | |||||
| Broker statement import | |||||
| AI statement extraction | |||||
| CSV/PDF export | |||||
| Mobile app |
Orchard72
Free tier
Automatic daily price refresh
Multi-jurisdiction capital gains tax
Corporate actions tracking
Estate planning integration
Portfolio member sharing
Consumer API access
Broker statement import
AI statement extraction
CSV/PDF export
Mobile app
Yahoo Finance
Free tier
Automatic daily price refresh
Multi-jurisdiction capital gains tax
Corporate actions tracking
Estate planning integration
Portfolio member sharing
Consumer API access
Broker statement import
AI statement extraction
CSV/PDF export
Mobile app
Sharesight
Free tier
Automatic daily price refresh
Multi-jurisdiction capital gains tax
Corporate actions tracking
Estate planning integration
Portfolio member sharing
Consumer API access
Broker statement import
AI statement extraction
CSV/PDF export
Mobile app
Delta
Free tier
Automatic daily price refresh
Multi-jurisdiction capital gains tax
Corporate actions tracking
Estate planning integration
Portfolio member sharing
Consumer API access
Broker statement import
AI statement extraction
CSV/PDF export
Mobile app
Morningstar
Free tier
Automatic daily price refresh
Multi-jurisdiction capital gains tax
Corporate actions tracking
Estate planning integration
Portfolio member sharing
Consumer API access
Broker statement import
AI statement extraction
CSV/PDF export
Mobile app
Compiled from each provider's publicly available product information. Competitor features change, so check the provider's own site before deciding.