YCharts overlaps on Portfolio, Watchlist, and Performance Attribution and pushes into Screeners and Stock Comparison with Sharesight and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 19, 2025
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
ETF Action, The Motley Fool, and Tickertape 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.
24
Matchups catalogued
19
Include free tiers
14
Offer mobile access
38%
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.
- Portfolio23
- Watchlist21
- Broker Connectors10
- Blogs9
- APIs & SDKs6
- Videos6
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Sharesight.
- Screeners16
- News14
- Alerts11
- Calendar10
- Financials10
- Data Visualizations9
Where Sharesight stands alone
Categories that remain exclusive to Sharesight across these matchups.
- Capital Gains Estimator24
- Dividend Tax / ADR Withholding23
- Performance Attribution22
- Downloadable Tax Reports21
- Risk Metrics (VaR/ES/Drawdown)19
- APIs & SDKs18
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Sharesight into new workflows.
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
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
Web
API
Shared pricing
Subscription
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.
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
Web
Mobile
API
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.
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
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.
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
Web
API
Shared pricing
Free
Subscription
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.
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
Web
Mobile
Shared pricing
Free
Subscription
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
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
Web
Mobile
Shared pricing
Free
Subscription
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
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
Free
Subscription
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
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
Free
Subscription
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
Tradervue adds
- Data Visualizations
Sharesight keeps to itself
- Watchlist
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
Web
Shared pricing
Free
Subscription
Charles Schwab
36% overlap
Charles Schwab overlaps on Portfolio, Watchlist, and Blogs, adds Brokerage, Options & Derivatives, and Paper Trading coverage while matching Sharesight.
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
Web
Mobile
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
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
Web
API
Shared pricing
Free
Subscription
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
Portfolio123 adds
- Screeners
- Quant
- Backtesting
- Correlation
Sharesight keeps to itself
- Watchlist
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
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
Web
Mobile
Shared pricing
Free
Subscription
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
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
Web
Mobile
Shared pricing
Free
Subscription
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
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
Web
Mobile
Shared pricing
Free
Subscription
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.
Smartkarma adds
- Stock Ideas
- Screeners
- News
- Alerts
Sharesight keeps to itself
- Portfolio
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
Shared platforms
Web
Mobile
Shared pricing
Free
Subscription
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
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
Web
Mobile
Shared pricing
Free
Subscription
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.
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
Web
Mobile
Shared pricing
Free
Subscription
StockCharts
33% overlap
StockCharts overlaps on Portfolio, Watchlist, and Broker Connectors, adds Screeners, Data Visualizations, and Alerts coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
StockCharts adds
- Screeners
- Data Visualizations
- Alerts
- Calendar
Sharesight keeps to itself
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
Web
Mobile
Shared pricing
Free
Subscription
Trendlyne
27% overlap
Hands-on review
Trendlyne overlaps on Portfolio, Watchlist, and Broker Connectors, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Trendlyne adds
- Screeners
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
Sharesight keeps to itself
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
Web
Mobile
Shared pricing
Free
Subscription
Revolut (Invest)
33% overlap
Editor’s pick
Hands-on review
Revolut (Invest) overlaps on Portfolio, Watchlist, and Downloadable Tax Reports, adds Brokerage, Alerts, and News coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Revolut (Invest) adds
- Brokerage
- Alerts
- News
- ETF Overview
Sharesight keeps to itself
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
Web
Mobile
Shared pricing
Free
Subscription
Stockopedia
27% overlap
Editor’s pick
Hands-on review
Stockopedia overlaps on Portfolio, Watchlist, and Blogs, adds Screeners, Stock Ideas, and Financials coverage while matching Sharesight.
Stockopedia adds
- Screeners
- Stock Ideas
- Financials
- Scores
Sharesight keeps to itself
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
Web
Mobile
Shared pricing
Subscription
Dividend.com
27% overlap
Hands-on review
Dividend.com overlaps on Portfolio, Watchlist, and Blogs, adds Screeners, Calendar, and Dividends coverage, keeps a free plan on the table while matching Sharesight.
Dividend.com adds
- Screeners
- Calendar
- Dividends
- News
Sharesight keeps to itself
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
Web
Shared pricing
Free
Subscription
ETF.com
27% overlap
ETF.com overlaps on Portfolio, Watchlist, and Videos, adds ETF Screeners, ETF Comparison, and ETF Overview coverage, keeps a free plan on the table while matching Sharesight.
ETF.com adds
- ETF Screeners
- ETF Comparison
- ETF Overview
- ETF Performance
Sharesight keeps to itself
- Performance Attribution
- Risk Metrics (VaR/ES/Drawdown)
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
Web
Shared pricing
Free
Subscription
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.