DeepVest vs Sharesight comparison

DeepVest focuses on Wealth Management, AI, and AI Chat while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both DeepVest and Sharesight offer free plans. You can try each platform without commitment and only pay when you need premium features.

Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Sharesight has a mobile app so you can check your research on the go. DeepVest is web-only, so you'll need a browser to access it from mobile devices.

Sharesight provides API access for programmatic data retrieval and custom integrations. DeepVest doesn't currently offer an API, so you'll need to use their web interface.

Choose DeepVest if you need Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., and Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting).. Go with Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.

Both cover Stocks, ETFs, Bonds, Mutual Funds, and Cryptos. DeepVest also includes Options, and Currencies. Sharesight adds coverage for Funds, Real Estate, and Other.

DeepVest offers real-time data feeds, which is essential for active traders. Sharesight uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Sharesight supports data exports to CSV, and PDF. DeepVest has more limited export options.

Sharesight connects with brokers for portfolio syncing. DeepVest requires manual portfolio entry or data import.

DeepVest includes a stock screener for finding investment ideas. Sharesight focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.