VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Digrin and Sharesight will find that Both Digrin and Sharesight concentrate on Portfolio, Watchlist, and Broker Connectors workflows, making them natural alternatives for similar investment research jobs. Digrin leans into Screeners, Dividends, and Splits, which can be decisive for teams that need depth over breadth. Sharesight stands out with Performance Attribution, Risk Metrics (VaR/ES/Drawdown), and Downloadable Tax Reports that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Digrin vs Sharesight
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Digrin adds Screeners, Dividends, Splits, Calendar, and Financials coverage that Sharesight skips.
- Sharesight includes Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, APIs & SDKs, Blogs, and Videos categories that Digrin omits.
- Digrin highlights: Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history..
- Sharesight is known for: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
- Sharesight offers mobile access, which Digrin skips.
Digrin
digrin.com
Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.
Categories
Platforms
Pricing
Quick highlights
- Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
- Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
- Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
- Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
- Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually.
Sharesight
sharesight.com
Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.
Categories
Platforms
Pricing
Quick highlights
- Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
- Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
- Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
- Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
- Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Digrin
Distinct strengths include:
- Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
- Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
- Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
- Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
Sharesight
Distinct strengths include:
- Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
- Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
- Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
- Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Feature-by-feature breakdown
| Attribute | Digrin | Sharesight |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Watchlist, Broker Connectors, Dividend Tax / ADR Withholding Unique: Screeners, Dividends, Splits, Calendar, Financials | Shared: Portfolio, Watchlist, Broker Connectors, Dividend Tax / ADR Withholding Unique: Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, APIs & SDKs, Blogs, Videos |
Asset types Supported asset classes and universes | Stocks, ETFs, Closed-End Funds | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Digrin and Sharesight both support?
Both platforms cover Portfolio, Watchlist, Broker Connectors, and Dividend Tax / ADR Withholding workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Digrin and Sharesight require subscriptions?
Both Digrin and Sharesight keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Sharesight ships a dedicated mobile experience, while Digrin focuses on web or desktop access.
What unique strengths set the two platforms apart?
Digrin differentiates itself with Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history., whereas Sharesight stands out for Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
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.