★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Finatic vs Sharesight
Finatic
Best for webhooks and auto-trading & bots
Free • From $2/mo
Sharesight
Best for risk metrics and performance attribution
Free • Paid plans available
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The verdict
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.
Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 6 categories
- Real-time data
- Finatic
- Beginner friendly
- Sharesight
- Free plan
- Both
Choose
Finatic if…
- Delayed quotes won't cut it; you need real-time data
- You care about webhooks, auto-trading & bots, and advanced order types, things Sharesight doesn't offer
- You trade often and need tooling built for speed
Choose
Sharesight if…
- You do a lot of your research from your phone
- You care about risk metrics, performance attribution, and downloadable tax reports, things Finatic doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $2/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 3 limits: Free: brokerage connections: 5, Free: api calls per month: 1,000 +1 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 | Latency: Real-time and Multi-currency | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | Broker sync and Tax lots | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Encryption at rest and Encryption in transit | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Finatic | Visit Sharesight |
Standout features
What Finatic does best
- Connect users to brokerages through a hosted, customizable authentication portal and retrieve normalized account, position, order, balance, transaction, lot, 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 TypeScript client, Node server, and Python server SDKs; public package registries show active releases during 2025 and 2026.
- Build against a sandbox environment with generated mock accounts, orders, positions, balances, and simulated trading operations before switching to production keys.
- Subscribe to signed HTTPS webhooks for connection, order, position, balance, and transaction changes where enabled.
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 | 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 | Real-time | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2SDKs: 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 | Encryption at restEncryption in transit | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncTax lots | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Finatic Inc.Country: USSupport: Email and Chat | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$2/mo
Starting price
Plans & pricing
- brokerage connections: 5
- api calls per month: 1,000
- billing unit: $2 per connected user per month
Free
Lower 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
3Where the two tools cover the same ground.
Finatic strengths
3What you only get with Finatic.
Sharesight strengths
10Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
Does Finatic or Sharesight have real-time data?
Finatic offers real-time data, which matters if you trade actively. Sharesight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
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.