★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: BMO InvestorLine checked July 17, 2026
Tool Comparison
BMO InvestorLine vs Sharesight
Pick BMO InvestorLine if
BMO InvestorLine
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage, watchlist, and options, things Sharesight doesn't offer
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about risk metrics, performance attribution, and capital gains estimator, things BMO InvestorLine doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
BMO InvestorLine and Sharesight cover a lot of the same ground (2 shared categories, portfolio and downloadable tax reports), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to BMO InvestorLine's 5, including risk metrics, performance attribution, and capital gains estimator. BMO InvestorLine counters by keeping things simpler.
What readers say
BMO InvestorLine
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 5 categories
- API access
- Sharesight
- Global coverage
- Sharesight
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Transaction-priced · Fees vary by offer and jurisdiction | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 5 | 13 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | — | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | — | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit BMO InvestorLine | Visit Sharesight |
Where each one shines
What BMO InvestorLine and Sharesight each do best.ShowHide
Where each one shines
What BMO InvestorLine and Sharesight each do best.What BMO InvestorLine does best
- Canadian and U.S. stocks and ETFs with standard and active pricing.
- More than 100 selected ETFs eligible for conditional $0 commissions.
- Options, mutual funds, bonds, GICs, CDRs and IPO access.
- CAD and USD non-registered and major Canadian registered accounts.
- BMO bank transfers, external bill payments and account transfers.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for BMO InvestorLine and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for BMO InvestorLine and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsMutual FundsBonds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: CAIdentifiers: Ticker and CUSIP | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Not specified | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | BMO InvestorLine Inc.Country: CanadaSupport: Phone and Chat | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | — | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | — | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between BMO InvestorLine and Sharesight?
BMO InvestorLine leans toward brokerage, portfolio, and watchlist, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is BMO InvestorLine or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. BMO InvestorLine is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Does BMO InvestorLine or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. BMO InvestorLine doesn't, so you're working through its interface.
Should I choose BMO InvestorLine or Sharesight?
It depends on what you're after. Pick BMO InvestorLine if brokerage and watchlist matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do BMO InvestorLine and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and bonds. BMO InvestorLine also handles options. Sharesight adds funds, cryptos, and real estate on top.
Which covers international markets: BMO InvestorLine or Sharesight?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. BMO InvestorLine is more region-specific, mainly North America.
Can I export data from BMO InvestorLine and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can I track my portfolio with BMO InvestorLine or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.