Tool Comparison
Dividend Wealth vs Sharesight
- Paid from
- $99.99/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, calendar, and stock comparison.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want risk metrics, performance attribution, and downloadable tax reports.
Pick Dividend Wealth if
Dividend Wealth
Free • From $99.99/yr, billed annually · Web
- You want screeners, calendar, and stock comparison.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want risk metrics, performance attribution, and downloadable tax reports.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Dividend Wealth and Sharesight cover a lot of the same ground (3 shared categories, portfolio, dividends, and compounding calculator), so for the basics you won't go far wrong with either. Dividend Wealth includes screeners and calendar, and Sharesight includes risk metrics and performance attribution.
What readers say
Dividend Wealth
No votes yet. Cast the first one.
Sharesight
No votes yet. Cast the first one.
Key differences at a glance
- Mobile app
- Sharesight
- API access
- Sharesight
- Asset coverage
- SharesightAdds funds and bonds
- Free plan
- Both
What Dividend Wealth does best
- Tracking dividend income and portfolio performance from a dashboard built around long-term income visibility.
- Forecast future dividend income with paid-plan access to 10 years of future dividend forecasts and 25+ years of historical dividend data.
- Research coverage for stocks and ETFs with scorecards covering dividend quality, valuation, fundamentals, analyst ratings, price forecasts, and related rating components.
- The dividend screener, ex-dividend calendar, and Top Picks section to find and time dividend ideas.
- Review curated research lists such as Best Dividend ETFs and Dividend Kings for starting points in income research.
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Dividend Wealth logo logo placeholder Dividend Wealth | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $99.99/yr, billed annually | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 9 limits: Free: manual portfolios: 1, Free: holdings: 10 +7 more | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Plaid | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +1 more | Retail Traders, Pro Retail +6 more |
Categories covered | 11 | 13 |
Regions | North America, Europe | 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 Dividend Wealth | Visit Sharesight |
Standout features
The best features of Dividend Wealth and Sharesight.ShowHide
Standout features
What Dividend Wealth does best
- Tracking dividend income and portfolio performance from a dashboard built around long-term income visibility.
- Forecast future dividend income with paid-plan access to 10 years of future dividend forecasts and 25+ years of historical dividend data.
- Research coverage for stocks and ETFs with scorecards covering dividend quality, valuation, fundamentals, analyst ratings, price forecasts, and related rating components.
- The dividend screener, ex-dividend calendar, and Top Picks section to find and time dividend ideas.
- Review curated research lists such as Best Dividend ETFs and Dividend Kings for starting points in income research.
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
All details
Every attribute we track for Dividend Wealth and Sharesight.ShowHide
All details
| Attribute | Dividend Wealth logo logo placeholder Dividend Wealth | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual Funds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 4 countriesIdentifiers: Ticker | 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 | BrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | Plaid | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | Not specified | 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 | Dividend WealthSupport: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Dividend Wealth logo logo placeholder Dividend Wealth | |
|---|---|---|
| Free plan | Freemanual portfolios: 1 · holdings: 10 · +1 more | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $99.99/yrBilled annually≈ $8.33/mo“Standard annual”linked portfolios: 1 · manual portfolios: 5 | €9.33/moBilled monthly“Starter”portfolios: 1 · holdings: 30 · +2 more |
| Tier 2 | $9.99/moBilled monthly“Standard”linked portfolios: 1 · manual portfolios: 5 | €22.67/moBilled monthly“Standard”portfolios: 4 · holdings: Unlimited · +2 more |
| Tier 3 | $199.99/yrBilled annually≈ $16.67/mo“Premium annual”portfolios: Unlimited | €30.67/moBilled monthly“Premium”portfolios: 10 · holdings: Unlimited · +2 more |
| Tier 4 | $19.99/moBilled monthly“Premium”portfolios: Unlimited | €13.50/moBilled monthly“Business”min portfolios: 5 · tiers: 5-19: €13.5; 20-49: €12; 50-99: €10.5; 100+: €9.2 per portfolio month... |
| Top plan | $1500“Lifetime” | — |
| Free trial | 14 days | 14 days |
Questions we keep getting
What's the difference between Dividend Wealth and Sharesight?
Dividend Wealth leans toward portfolio, screeners, and calendar, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Dividend Wealth and Sharesight cost?
Good news: both Dividend Wealth and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Dividend Wealth or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Dividend Wealth doesn't list a dedicated mobile app; its documented access is web.
Does Dividend Wealth or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Dividend Wealth doesn't, so you're working through its interface.
Should I choose Dividend Wealth or Sharesight?
It depends on what you're after. Pick Dividend Wealth if screeners and calendar 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 Dividend Wealth and Sharesight cover?
Both cover stocks, ETFs, and mutual funds. Sharesight adds funds, bonds, and cryptos on top.
Can I export data from Dividend Wealth and Sharesight?
Sharesight exports to CSV. Dividend Wealth is stingier about getting data out.
Can Dividend Wealth or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Dividend Wealth 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: Dividend Wealth or Sharesight?
Dividend Wealth has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Dividend Wealth or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.