Which platforms should you compare to Sharesight first?

TradingView, YCharts, Interactive Brokers align closest with Sharesight across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. TradingView, ETF Action, Fiscal.ai, and others keep freemium access, so you can benchmark Sharesight without a paid commitment.

Which comparisons highlight mobile access?

Sharesight goes head-to-head with TradingView, Interactive Brokers, The Motley Fool for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

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Matchup hub

Compare Sharesight

Every head-to-head showdown featuring Sharesight. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

TradingView overlaps on Portfolio, Watchlist, and Broker Connectors and pushes into Stock Ideas and Screeners with Sharesight and is the quickest matchup to review first.

TradingView, ETF Action, and Fiscal.ai keep freemium tiers so you can benchmark Sharesight without committing budget.

Sharesight rivals most often add coverage in Screeners, News, and Alerts, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

40%

Avg category overlap

Category heatmap

How Sharesight stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

Portfolio22
Watchlist21
Blogs12
APIs & SDKs9
Broker Connectors9
Videos8

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Sharesight.

Screeners17
News15
Alerts12
Financials12
Calendar10
Data Visualizations10

Where Sharesight stands alone

Categories that remain exclusive to Sharesight across these matchups.

Capital Gains Estimator24
Dividend Tax / ADR Withholding23
Downloadable Tax Reports22
Performance Attribution22
Risk Metrics (VaR/ES/Drawdown)19
Videos16

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Sharesight into new workflows.

TradingView

55% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, Watchlist, and Broker Connectors, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Broker Connectors APIs & SDKs Blogs Videos

TradingView adds

Stock Ideas
Screeners
ETF Screeners
Data Visualizations

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

YCharts

55% overlap

Hands-on review

YCharts overlaps on Portfolio, Watchlist, and Performance Attribution, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Sharesight.

Shared categories

Portfolio Watchlist Performance Attribution Risk Metrics (VaR/ES/Drawdown)Broker Connectors APIs & SDKs

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Data Visualizations

Sharesight keeps to itself

Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Blogs

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View YCharts profile

Interactive Brokers

45% overlap

Editor’s pick

Hands-on review

Interactive Brokers overlaps on Portfolio, Watchlist, and Performance Attribution, adds Brokerage, Paper Trading, and Advanced Order Types coverage while matching Sharesight.

Shared categories

Portfolio Watchlist Performance Attribution Risk Metrics (VaR/ES/Drawdown)APIs & SDKs

Interactive Brokers adds

Brokerage
Paper Trading
Advanced Order Types
Smart/Direct Routing

Sharesight keeps to itself

Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Broker Connectors

Shared platforms

WebMobileAPI

Open full comparison View Interactive Brokers profile

MarketXLS

45% overlap

MarketXLS overlaps on Portfolio, Watchlist, and Risk Metrics (VaR/ES/Drawdown), adds Sheets / Excel Add-ins, Screeners, and Options & Derivatives coverage while matching Sharesight.

Shared categories

Portfolio Watchlist Risk Metrics (VaR/ES/Drawdown)Broker Connectors Blogs

MarketXLS adds

Sheets / Excel Add-ins
Screeners
Options & Derivatives
Options

Sharesight keeps to itself

Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View MarketXLS profile

ETF Action

36% overlap

ETF Action overlaps on Portfolio, Watchlist, and Blogs, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Blogs Videos

ETF Action adds

ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Action profile

Fiscal.ai

36% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Portfolio, Watchlist, and APIs & SDKs, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist APIs & SDKs Blogs

Fiscal.ai adds

Screeners
Stock Comparison
Data Visualizations
Investor Holdings

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Fiscal.ai profile

The Motley Fool

50% overlap

The Motley Fool overlaps on Portfolio, Watchlist, and Blogs, adds Stock Ideas, News, and Education coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Blogs Videos

The Motley Fool adds

Stock Ideas
News
Education
Newsletters

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View The Motley Fool profile

Tickertape

36% overlap

Hands-on review

Tickertape overlaps on Portfolio, Watchlist, and Broker Connectors, adds Screeners, News, and Alerts coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Broker Connectors Blogs

Tickertape adds

Screeners
News
Alerts
Dividends

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Tickertape profile

Digrin

44% overlap

Editor’s pick

Hands-on review

Digrin overlaps on Portfolio, Watchlist, and Dividend Tax / ADR Withholding, adds Screeners, Dividends, and Splits coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Dividend Tax / ADR Withholding Broker Connectors

Digrin adds

Screeners
Dividends
Splits
Calendar

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Digrin profile

InsideArbitrage

36% overlap

InsideArbitrage overlaps on Portfolio, Watchlist, and Blogs, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Blogs Videos

InsideArbitrage adds

News
Alerts
Calendar
Acquisitions

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View InsideArbitrage profile

PortfoliosLab

36% overlap

PortfoliosLab overlaps on Portfolio, Watchlist, and Risk Metrics (VaR/ES/Drawdown), adds Screeners, ETF Screeners, and Backtesting coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Risk Metrics (VaR/ES/Drawdown)APIs & SDKs

PortfoliosLab adds

Screeners
ETF Screeners
Backtesting
Correlation

Sharesight keeps to itself

Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

Tradervue

80% overlap

Tradervue overlaps on Portfolio, Risk Metrics (VaR/ES/Drawdown), and Broker Connectors, adds Data Visualizations coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Risk Metrics (VaR/ES/Drawdown)Broker Connectors APIs & SDKs

Tradervue adds

Data Visualizations

Sharesight keeps to itself

Watchlist
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Tradervue profile

Charles Schwab

36% overlap

Charles Schwab overlaps on Portfolio, Watchlist, and Blogs, adds Brokerage, Options & Derivatives, and Paper Trading coverage while matching Sharesight.

Shared categories

Portfolio Watchlist Blogs Videos

Charles Schwab adds

Brokerage
Options & Derivatives
Paper Trading
Advanced Order Types

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Open full comparison View Charles Schwab profile

Alpha Spread

27% overlap

Alpha Spread overlaps on Portfolio, Watchlist, and APIs & SDKs, adds Screeners, Stock Comparison, and Stock Ideas coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist APIs & SDKs

Alpha Spread adds

Screeners
Stock Comparison
Stock Ideas
Valuation Models

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Alpha Spread profile

CEO.CA

38% overlap

CEO.CA overlaps on Watchlist, Blogs, and Videos, adds Order Book / Level II, News, and Alerts coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Watchlist Blogs Videos

CEO.CA adds

Order Book / Level II
News
Alerts
Insider Data

Sharesight keeps to itself

Portfolio
Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View CEO.CA profile

ETF Insider

27% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Portfolio, APIs & SDKs, and Blogs, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio APIs & SDKs Blogs

ETF Insider adds

ETF Overview
ETF Performance
ETF Holdings
ETF Factors

Sharesight keeps to itself

Watchlist
Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Insider profile

Portfolio123

30% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Portfolio, Broker Connectors, and APIs & SDKs, adds Screeners, Quant, and Backtesting coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Broker Connectors APIs & SDKs

Portfolio123 adds

Screeners
Quant
Backtesting
Correlation

Sharesight keeps to itself

Watchlist
Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Portfolio123 profile

Robinhood

38% overlap

Robinhood overlaps on Portfolio, Watchlist, and Downloadable Tax Reports, adds Brokerage, Options & Derivatives, and Advanced Order Types coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Downloadable Tax Reports

Robinhood adds

Brokerage
Options & Derivatives
Advanced Order Types
Order Book / Level II

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Capital Gains Estimator
Dividend Tax / ADR Withholding

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Robinhood profile

Scalable Capital

60% overlap

Scalable Capital overlaps on Portfolio, Watchlist, and Downloadable Tax Reports, adds Brokerage and Wealth Management coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Downloadable Tax Reports

Scalable Capital adds

Brokerage
Wealth Management

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Capital Gains Estimator
Dividend Tax / ADR Withholding

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Scalable Capital profile

Simply Wall St

27% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Portfolio, Watchlist, and Broker Connectors, adds Stock Ideas, Screeners, and Financials coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Broker Connectors

Simply Wall St adds

Stock Ideas
Screeners
Financials
Valuation Models

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Simply Wall St profile

Smartkarma

30% overlap

Smartkarma overlaps on Watchlist, Blogs, and Videos, adds Stock Ideas, Screeners, and News coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Watchlist Blogs Videos

Smartkarma adds

Stock Ideas
Screeners
News
Alerts

Sharesight keeps to itself

Portfolio
Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Smartkarma profile

Snowball Analytics

27% overlap

Snowball Analytics overlaps on Portfolio, Watchlist, and Broker Connectors, adds Backtesting, Dividend, and Dividends coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Broker Connectors

Snowball Analytics adds

Backtesting
Dividend
Dividends
Calendar

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Snowball Analytics profile

Stock Analysis

27% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Portfolio, Watchlist, and Blogs, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Blogs

Stock Analysis adds

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Stock Analysis profile

Stock Rover

27% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Portfolio, Watchlist, and Videos, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Sharesight.

Shared categories

Portfolio Watchlist Videos

Stock Rover adds

Screeners
ETF Screeners
Stock Comparison
ETF Comparison

Sharesight keeps to itself

Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator

Shared platforms

WebMobile

Shared pricing

FreeSubscription

Open full comparison View Stock Rover profile

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.