Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Risk Metrics, and Performance Attribution while adding Watchlist and Backtesting coverage and Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics. and Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies. features (category overlap ~50%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Sunday, January 4, 2026
Programmatic picks
Alternatives to Sharesight
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Sharesight against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through Snowball Analytics, Ziggma, TradingView, getquin, PortfoliosLab, Fiscal.ai, Fintel, Revolut (Invest), SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), and Simply Wall St for side-by-side testing.
Round out your stack with new coverage areas like Watchlist, Backtesting, Dividends, and Calendar.
Similarity score 1728Category overlap: 50%
Shared coverage
PortfolioRisk MetricsPerformance AttributionDividend Tax / ADR WithholdingDividendCompounding Calculator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Backtesting, and Dividends coverage beyond what Sharesight offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Sharesight if you still need Downloadable Tax Reports, Capital Gains Estimator, and Wealth Management.
Adds coverage: Watchlist, Backtesting, Dividends, and Calendar
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
#2 Alternative
Similarity score 1625Category overlap: 47%
Shared coverage
PortfolioWealth ManagementClient & Investor ReportingClient Portal & Mobile AppBroker ConnectorsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, and Householding & Multi-Entity coverage beyond what Sharesight offers.
- Standout features include Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, and Fee Billing & Invoicing
Standout features: Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities., and Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
#3 Alternative
Similarity score 1565Category overlap: 47%
Shared coverage
PortfolioWealth ManagementClient & Investor ReportingClient Portal & Mobile AppBroker ConnectorsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Portfolio Accounting / Book of Record, Rebalancing & Trading, and Model Portfolios & Sleeves coverage beyond what Sharesight offers.
- Standout features include End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Portfolio Accounting / Book of Record, Rebalancing & Trading, Model Portfolios & Sleeves, and Fee Billing & Invoicing
Standout features: End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., and Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.
#4 Alternative
Similarity score 1526Category overlap: 50%
Shared coverage
PortfolioWealth ManagementClient & Investor ReportingClient Portal & Mobile AppBroker ConnectorsAPIs & SDKs
Assets: Stocks, Mutual Funds, and Bonds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Portfolio Accounting / Book of Record, Householding & Multi-Entity, and Alternatives / Capital Calls & Distributions coverage beyond what Sharesight offers.
- Standout features include Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., and Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Portfolio Accounting / Book of Record, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, and Document Vault & e-Signature
Standout features: Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., and Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
#5 Alternative
Similarity score 1422Category overlap: 40%
Shared coverage
Risk MetricsClient & Investor ReportingClient Portal & Mobile AppBroker ConnectorsAPIs & SDKsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Portfolio Accounting / Book of Record, GIPS Composite Reporting, and Rebalancing & Trading coverage beyond what Sharesight offers.
- Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity..
- Pair it with Sharesight if you still need Portfolio, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Portfolio Accounting / Book of Record, GIPS Composite Reporting, Rebalancing & Trading, and Model Portfolios & Sleeves
Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity., and Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
#6 Alternative
Similarity score 1405Category overlap: 63%
Shared coverage
PortfolioClient Portal & Mobile AppBroker ConnectorsAPIs & SDKsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Custom Dashboards, Blogs, and Education coverage beyond what Sharesight offers.
- Standout features include Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Custom Dashboards, Blogs, and Education
Standout features: Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
Similarity score 1399Category overlap: 47%
Shared coverage
PortfolioRisk MetricsPerformance AttributionBroker ConnectorsAPIs & SDKsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Sharesight offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Sharesight if you still need Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
#8 Alternative
Similarity score 1279Category overlap: 33%
Shared coverage
PortfolioClient & Investor ReportingClient Portal & Mobile AppBroker ConnectorsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Portfolio Accounting / Book of Record, Rebalancing & Trading, and Model Portfolios & Sleeves coverage beyond what Sharesight offers.
- Standout features include Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Portfolio Accounting / Book of Record, Rebalancing & Trading, Model Portfolios & Sleeves, and Fee Billing & Invoicing
Standout features: Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)., and Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
Similarity score 1265Category overlap: 38%
Shared coverage
PortfolioRisk MetricsPerformance AttributionAPIs & SDKsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Sharesight offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Sharesight if you still need Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
#10 Alternative
Similarity score 1260Category overlap: 56%
Shared coverage
PortfolioDownloadable Tax ReportsCapital Gains EstimatorBroker ConnectorsAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Watchlist, Tax Lots / Lot Optimization, and News coverage beyond what Sharesight offers.
- Standout features include Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings., and Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Dividend Tax / ADR Withholding.
Adds coverage: Watchlist, Tax Lots / Lot Optimization, News, and Financials
Standout features: Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings., Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots., and Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.
Similarity score 1227Category overlap: 33%
Shared coverage
PortfolioRisk MetricsDividendBroker ConnectorsAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Stock Ideas, and Screeners coverage beyond what Sharesight offers.
- Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
- Pair it with Sharesight if you still need Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Adds coverage: Watchlist, Stock Ideas, Screeners, and ETF Screeners
Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores - daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap - plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
Similarity score 1141Category overlap: 27%
Shared coverage
PortfolioBroker ConnectorsAPIs & SDKsAlerts
Assets: Stocks, ETFs, and Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Sharesight offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1140Category overlap: 31%
Shared coverage
PortfolioDividendBroker ConnectorsAlerts
Assets: Stocks, ETFs, and Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Investor Holdings, and Stock Ideas coverage beyond what Sharesight offers.
- Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Watchlist, Investor Holdings, Stock Ideas, and Market Sentiment
Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
Similarity score 1113Category overlap: 29%
Shared coverage
PortfolioRisk MetricsAPIs & SDKsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Sharesight offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Sharesight if you still need Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Adds coverage: Watchlist, Backtesting, Correlation, and Factor Exposure
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1075Category overlap: 27%
Shared coverage
PortfolioAPIs & SDKsData APIsAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Sharesight offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
#16 Alternative
Similarity score 1066Category overlap: 36%
Shared coverage
PortfolioPerformance AttributionAPIs & SDKsData APIsAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Screeners, Quant, and Scenario & Stress Tests coverage beyond what Sharesight offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with Sharesight if you still need Risk Metrics, Downloadable Tax Reports, and Capital Gains Estimator.
Adds coverage: Screeners, Quant, Scenario & Stress Tests, and Backtesting
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Similarity score 1053Category overlap: 27%
Shared coverage
PortfolioDividendData APIsAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Short Interest, Insider Data, and 13F coverage beyond what Sharesight offers.
- Standout features include Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Short Interest, Insider Data, 13F, and 13D/13G
Standout features: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., and Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
Similarity score 1048Category overlap: 44%
Shared coverage
PortfolioDownloadable Tax ReportsWealth ManagementAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Brokerage, Watchlist, and News coverage beyond what Sharesight offers.
- Standout features include Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., and Recurring ETF investment plans let users automate contributions commission-free (within plan limits)..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Capital Gains Estimator.
Adds coverage: Brokerage, Watchlist, News, and ETF Overview
Standout features: Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., Recurring ETF investment plans let users automate contributions commission-free (within plan limits)., and Bonds available in the EEA-both government and corporate-with coupon payments and maturity details shown, minimum €2 per trade.
#19 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 1037Category overlap: 27%
Shared coverage
APIs & SDKsData APIsAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Sharesight offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Sharesight if you still need Portfolio, Risk Metrics, and Performance Attribution.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 1021Category overlap: 27%
Shared coverage
PortfolioDividendBroker ConnectorsAlerts
Assets: Stocks, ETFs, and Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Sharesight offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Sharesight if you still need Risk Metrics, Performance Attribution, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Watchlist
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×18APIs & SDKs×13Broker Connectors×13Data APIs×12Alerts×11Client Portal & Mobile App×6Risk Metrics×6Client & Investor Reporting×5
New angles introduced
Categories the alternatives add beyond Sharesight.
Watchlist+12News+11Education+9Screeners+8Blogs+7Financials+7Data Visualizations+6Dividends+6
Access & Pricing
Free options
10/20
10 of 20 alternatives keep a free tier for trials.
Mobile ready
13/20
13 matches support mobile alongside Sharesight.
API availability
13/20
13 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 7 tested
6 tools are flagged as analyst picks; 7 have been hands-on tested.
Avg. coverage overlap
39%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Sharesight?
Sharesight users most often consider Snowball Analytics, Addepar, and Envestnet Wealth Management Platform as their go-to alternatives.
Which alternatives keep a free tier?
Snowball Analytics, Ziggma, TradingView, getquin, PortfoliosLab, Fiscal.ai, Fintel, Revolut (Invest), SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), and Simply Wall St offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Sharesight alternatives cover?
Expect deep coverage across Alerts, APIs & SDKs, Broker Connectors, Capital Gains Estimator, Client & Investor Reporting, Client Portal & Mobile App, Compounding Calculator, Data APIs, Dividend, Dividend Tax / ADR Withholding, Downloadable Tax Reports, Performance Attribution, Portfolio, Risk Metrics, and Wealth Management, so you can port most Sharesight workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.