★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Digrin vs Sharesight
Digrin
Best for screeners and splits
Free • Paid plans available
Sharesight
Best for risk metrics and performance attribution
Free • Paid plans available
Digrin
Best for screeners and splits
Free • Paid plans available
Sharesight
Best for risk metrics and performance attribution
Free • Paid plans available
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The verdict
The bottom line
Digrin and Sharesight cover a lot of the same ground (4 shared categories, including portfolio, dividends, and capital gains estimator), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Digrin's 8, including risk metrics, performance attribution, and downloadable tax reports, plus a mobile app. Digrin counters by being completely free.
Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 8 categories
- API access
- Sharesight
- Asset coverage
- SharesightAdds mutual funds and funds
- Free plan
- Both
Choose
Digrin if…
- You care about screeners, splits, and calendar, things Sharesight doesn't offer
Choose
Sharesight if…
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about risk metrics, performance attribution, and downloadable tax reports, things Digrin doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 13 limits: Explorer: portfolios: 1, Explorer: transactions per month per portfolio: 30 +11 more | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Trading212 | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +6 more |
Categories covered | 8 | 13 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Adjustments: Splits and Multi-currency | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 4 signals: Broker sync, Tax lots +2 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | — | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Digrin | Visit Sharesight |
Standout features
What Digrin does best
- Track portfolio value, annual dividends, yield on cost, XIRR, gains and losses, dividend yield, transaction history, and holding-level income metrics.
- Use dividend calendar views for paid, announced, and projected dividends, plus public upcoming ex-dividend lists with yield, payment history, and frequency context.
- Import transactions manually or through CSV, with AI-assisted CSV import limits that vary by plan.
- Sync Trading212 and Interactive Brokers accounts daily on the free Explorer plan or on-demand every five minutes on paid Plus and Pro plans.
- Enable DRIP handling per dividend and optionally apply dividend reinvestment automatically to future payments.
What Sharesight does best
- Track listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Measure portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Track 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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and ISIN | 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 | ManualCSVCustodian | CSVBrokerOAuthManual |
Integrations | Interactive BrokersTrading212 | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSV | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncTax lotsMulti-currencyCost basis: FIFO | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | DigrinFounded 2014Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Starting price
Plans & pricing
- portfolios: 1
- transactions per month per portfolio: 30
- +3 more
- portfolios: 5
- transactions per month per portfolio: 100
- +2 more
- portfolios: 10
- transactions per month per portfolio: 500
- +2 more
Free
Starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +1 more
- portfolios: 1
- holdings: 30
- +1 more
- portfolios: 4
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- min portfolios: 5
- tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month...
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Digrin strengths
4What you only get with Digrin.
Sharesight strengths
9Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Digrin and Sharesight?
Digrin leans toward portfolio, screeners, and dividends, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Digrin and Sharesight cost?
Good news: both Digrin and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Digrin or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Digrin doesn't list a dedicated mobile app; its documented access is web.
Does Digrin or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Digrin doesn't, so you're working through its interface.
Should I choose Digrin or Sharesight?
It depends on what you're after. Pick Digrin if screeners and splits 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 Digrin and Sharesight cover?
Both cover stocks and ETFs. Sharesight adds mutual funds, funds, and bonds on top.
Can I export data from Digrin and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Digrin or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Digrin and Sharesight good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Digrin or Sharesight?
Digrin has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Digrin 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.