VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Finatic vs Sharesight
Pick Finatic if
Finatic
Free • From $2/mo · Web · API
- You want webhooks, auto-trading & bots, and advanced order types.
- You trade often and need tooling built for speed
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You want risk metrics, performance attribution, and downloadable tax reports.
- You're newer to investing and want something approachable
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
Finatic and Sharesight cover a lot of the same ground (3 shared categories, broker connectors, APIs & data feeds, and portfolio), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Finatic's 6, including risk metrics, performance attribution, and downloadable tax reports, plus a mobile app. Finatic counters by keeping things simpler.
What readers say
Finatic
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Sharesight
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Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 6 categories
- Beginner friendly
- Sharesight
- Free plan
- Both
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 | Free • From $2/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 6 limits: Free: connected users: 5, Free: connections per user: 1 +4 more | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | NinjaTrader, Tradovate +11 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Quants/Developers, Algo Traders +2 more | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 13 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Multi-currency | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | Broker sync | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | — | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Finatic | Visit Sharesight |
Where each one shines
What Finatic and Sharesight each do best.ShowHide
Where each one shines
What Finatic and Sharesight each do best.What Finatic does best
- Connect users to brokerages through a hosted portal and retrieve normalized account, position, order, balance, transaction, fill, and connection data.
- Submit, modify, and cancel orders through a unified trading API when users grant trading permissions and the selected broker supports the requested order workflow.
- Use the TypeScript client, Node server, or Python server SDK.
- Test account, grant, session, data, trading, and webhook flows with generated sandbox data before using production keys.
- Subscribe to signed HTTPS webhooks for account grants, sync, balances, positions, transactions, orders, and reauthentication.
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.
Every detail we compared
Every tracked attribute for Finatic and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Finatic and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOptionsFuturesCurrenciesCryptosOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Quants/DevelopersAlgo TradersPro RetailDay Traders | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: TS and PythonWebhooksDocs | Auth: OAuth2Docs |
Import methods | BrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | NinjaTraderTradovatetastytradeTradeStationTrading212AlpacaRobinhoodeToro+5 more | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | JSON | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker sync | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Finatic Inc.Country: USSupport: Email | 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 | Freeconnected users: 5 · connections per user: 1 · +1 more | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $2/mo“Standard”billing unit: $2 per connected user per month · connections per user: 10 · +1 more | €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... |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Finatic and Sharesight?
Finatic leans toward broker connectors, APIs & data feeds, and webhooks, 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 Finatic and Sharesight cost?
Good news: both Finatic and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Finatic or Sharesight?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Finatic or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Finatic doesn't list a dedicated mobile app; its documented access is web and API.
Do Finatic and Sharesight have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Finatic or Sharesight?
It depends on what you're after. Pick Finatic if webhooks and auto-trading & bots 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 Finatic and Sharesight cover?
Both cover stocks, cryptos, and other. Finatic also handles options, futures, and currencies. Sharesight adds ETFs, mutual funds, and funds on top.
Can I export data from Finatic and Sharesight?
Sharesight exports to CSV. Finatic is stingier about getting data out.
Can Finatic or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Finatic or Sharesight better for day trading?
Finatic is the one positioned more for active traders. Sharesight is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Finatic 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.