Addepar overlaps on Portfolio, Wealth Management, and Client & Investor Reporting and pushes into Portfolio Accounting / Book of Record and Alternatives / Capital Calls & Distributions with Sharesight and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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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
Snowball Analytics, TipRanks, and Ziggma keep freemium tiers so you can benchmark Sharesight without committing budget.
Sharesight rivals most often add coverage in Watchlist, Screeners, and News, so focus there when evaluating upgrades.
24
Matchups catalogued
14
Include free tiers
14
Offer mobile access
41%
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
- APIs & SDKs15
- Broker Connectors14
- Data APIs14
- Alerts12
- Risk Metrics8
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Sharesight.
- Watchlist14
- Screeners12
- News11
- Data Visualizations9
- Financials9
- Blogs8
Where Sharesight stands alone
Categories that remain exclusive to Sharesight across these matchups.
- Dividend Tax / ADR Withholding23
- Capital Gains Estimator22
- Downloadable Tax Reports22
- Compounding Calculator21
- Performance Attribution20
- Wealth Management20
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Sharesight into new workflows.
Addepar
47% overlapAddepar overlaps on Portfolio, Wealth Management, and Client & Investor Reporting, adds Portfolio Accounting / Book of Record, Alternatives / Capital Calls & Distributions, and Householding & Multi-Entity coverage while matching Sharesight.
Shared categories
Addepar adds
- Portfolio Accounting / Book of Record
- Alternatives / Capital Calls & Distributions
- Householding & Multi-Entity
- Fee Billing & Invoicing
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Envestnet Wealth Management Platform
47% overlapEnvestnet Wealth Management Platform overlaps on Portfolio, Wealth Management, and Client & Investor Reporting, adds Portfolio Accounting / Book of Record, Rebalancing & Trading, and Model Portfolios & Sleeves coverage while matching Sharesight.
Shared categories
Envestnet Wealth Management Platform adds
- Portfolio Accounting / Book of Record
- Rebalancing & Trading
- Model Portfolios & Sleeves
- Fee Billing & Invoicing
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Snowball Analytics
50% overlapSnowball Analytics overlaps on Portfolio, Risk Metrics, and Performance Attribution, adds Watchlist, Backtesting, and Dividends coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Snowball Analytics adds
- Watchlist
- Backtesting
- Dividends
- Calendar
Sharesight keeps to itself
- Downloadable Tax Reports
- Capital Gains Estimator
- Wealth Management
- Client & Investor Reporting
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Masttro
50% overlapMasttro overlaps on Portfolio, Wealth Management, and Client & Investor Reporting, adds Portfolio Accounting / Book of Record, Householding & Multi-Entity, and Alternatives / Capital Calls & Distributions coverage while matching Sharesight.
Shared categories
Masttro adds
- Portfolio Accounting / Book of Record
- Householding & Multi-Entity
- Alternatives / Capital Calls & Distributions
- Document Vault & e-Signature
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
Subscription
YCharts
47% overlapHands-on review
YCharts overlaps on Portfolio, Risk Metrics, 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
- Dividend Tax / ADR Withholding
- Dividend
- Compounding Calculator
Shared platforms
Web
Shared pricing
Subscription
Orion Advisor Tech
40% overlapOrion Advisor Tech overlaps on Risk Metrics, Client & Investor Reporting, and Client Portal & Mobile App, adds Portfolio Accounting / Book of Record, GIPS Composite Reporting, and Rebalancing & Trading coverage while matching Sharesight.
Shared categories
Orion Advisor Tech adds
- Portfolio Accounting / Book of Record
- GIPS Composite Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Sharesight keeps to itself
- Portfolio
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
Subscription
TipRanks
33% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Portfolio, Compounding Calculator, and APIs & SDKs, adds Stock Ideas, Top Analysts, and Screeners coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- Screeners
- ETF Screeners
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
FreeSubscription
Interactive Brokers (IBKR)
36% overlapEditor’s pick
Hands-on review
Interactive Brokers (IBKR) overlaps on Portfolio, Risk Metrics, and Performance Attribution, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Sharesight.
Shared categories
Interactive Brokers (IBKR) adds
- Brokerage
- Advanced Order Types
- Smart/Direct Routing
- Paper Trading
Sharesight keeps to itself
- Downloadable Tax Reports
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
- Dividend
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Kubera
63% overlapKubera overlaps on Portfolio, Client Portal & Mobile App, and Broker Connectors, adds Custom Dashboards, Blogs, and Education coverage while matching Sharesight.
Kubera adds
- Custom Dashboards
- Blogs
- Education
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
Subscription
SS&C Black Diamond Wealth Solutions
33% overlapSS&C Black Diamond Wealth Solutions overlaps on Portfolio, Client & Investor Reporting, and Client Portal & Mobile App, adds Portfolio Accounting / Book of Record, Rebalancing & Trading, and Model Portfolios & Sleeves coverage while matching Sharesight.
Shared categories
SS&C Black Diamond Wealth Solutions adds
- Portfolio Accounting / Book of Record
- Rebalancing & Trading
- Model Portfolios & Sleeves
- Fee Billing & Invoicing
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Quicken (Simplifi & Classic)
56% overlapQuicken (Simplifi & Classic) overlaps on Portfolio, Downloadable Tax Reports, and Capital Gains Estimator, adds Watchlist, Tax Lots / Lot Optimization, and News coverage while matching Sharesight.
Quicken (Simplifi & Classic) adds
- Watchlist
- Tax Lots / Lot Optimization
- News
- Financials
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Dividend Tax / ADR Withholding
- Dividend
Shared platforms
WebMobile
Shared pricing
Subscription
Reflexivity
36% overlapReflexivity overlaps on Portfolio, Performance Attribution, and APIs & SDKs, adds Screeners, Quant, and Scenario & Stress Tests coverage while matching Sharesight.
Shared categories
Reflexivity adds
- Screeners
- Quant
- Scenario & Stress Tests
- Backtesting
Sharesight keeps to itself
- Risk Metrics
- Downloadable Tax Reports
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
WebAPI
Shared pricing
Subscription
Ziggma
33% overlapZiggma overlaps on Portfolio, Risk Metrics, and Dividend, adds Watchlist, Stock Ideas, and Screeners coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Ziggma adds
- Watchlist
- Stock Ideas
- Screeners
- ETF Screeners
Sharesight keeps to itself
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
Web
Shared pricing
FreeSubscription
ETF Insider
29% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio, Risk Metrics, and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
Sharesight keeps to itself
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Fintel
27% overlapFintel overlaps on Portfolio, Dividend, and Data APIs, adds Short Interest, Insider Data, and 13F coverage, keeps a free plan on the table while matching Sharesight.
Fintel adds
- Short Interest
- Insider Data
- 13F
- 13D/13G
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Fiscal.ai
27% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, APIs & SDKs, and Data APIs, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Watchlist
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Portfolio123
27% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio, Broker Connectors, and APIs & SDKs, adds Screeners, Data Visualizations, and Quant coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Quant
- Stock Ideas
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebAPI
Shared pricing
FreeSubscription
PortfoliosLab
29% overlapPortfoliosLab overlaps on Portfolio, Risk Metrics, and APIs & SDKs, adds Watchlist, Backtesting, and Correlation coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
PortfoliosLab adds
- Watchlist
- Backtesting
- Correlation
- Factor Exposure
Sharesight keeps to itself
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Simply Wall St
27% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Portfolio, Dividend, and Broker Connectors, adds Stock Ideas, Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Simply Wall St adds
- Stock Ideas
- Screeners
- Data Visualizations
- Watchlist
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Uncle Stock
33% overlapEditor’s pick
Hands-on review
Uncle Stock overlaps on Portfolio, APIs & SDKs, and Data APIs, adds Screeners, Backtesting, and Data Visualizations coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Uncle Stock adds
- Screeners
- Backtesting
- Data Visualizations
- Financials
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebAPI
Shared pricing
FreeSubscription
DivTracker
57% overlapDivTracker overlaps on Portfolio, Dividend, and Compounding Calculator, adds Dividends, Calendar, and News coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
DivTracker adds
- Dividends
- Calendar
- News
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobile
Shared pricing
FreeSubscription
getquin
31% overlapgetquin overlaps on Portfolio, Dividend, and Broker Connectors, adds Watchlist, Investor Holdings, and Stock Ideas coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
getquin adds
- Watchlist
- Investor Holdings
- Stock Ideas
- Market Sentiment
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Revolut (Invest)
44% overlapEditor’s pick
Hands-on review
Revolut (Invest) overlaps on Portfolio, Downloadable Tax Reports, and Wealth Management, adds Brokerage, Watchlist, and News coverage, keeps a free plan on the table while matching Sharesight.
Shared categories
Revolut (Invest) adds
- Brokerage
- Watchlist
- News
- ETF Overview
Sharesight keeps to itself
- Risk Metrics
- Performance Attribution
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Tradervue
80% overlapTradervue overlaps on Portfolio, Risk Metrics, 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
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
- Dividend Tax / ADR Withholding
Shared platforms
Web
Shared pricing
FreeSubscription
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.