Tool Comparison
Firefly III vs Sharesight
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want webhooks and other.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want risk metrics, performance attribution, and downloadable tax reports.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Firefly III instead if
Firefly III
Free · Web · API
- You want webhooks and other.
Start here
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 a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Firefly III and Sharesight cover a lot of the same ground (2 shared categories, portfolio and APIs & data feeds), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Firefly III's 4, including risk metrics, performance attribution, and downloadable tax reports, plus a mobile app. Firefly III counters by being completely free.
What readers say
Firefly III
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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 4 categories
- Broker sync
- Sharesight
- Asset coverage
- SharesightAdds stocks and ETFs
- Free plan
- Both
What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Track accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reports.
- Use the JSON REST API with OAuth2 or personal access tokens for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import transaction data through the separate Data Importer using CSV, CAMT.052, CAMT.053, GoCardless, SimpleFIN, Lunch Flow, or Enable Banking.
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 | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | GoCardless, SimpleFIN +5 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 4 | 13 |
Regions | — | 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 Firefly III | Visit Sharesight |
Standout features
The best features of Firefly III and Sharesight.ShowHide
Standout features
What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Track accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reports.
- Use the JSON REST API with OAuth2 or personal access tokens for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import transaction data through the separate Data Importer using CSV, CAMT.052, CAMT.053, GoCardless, SimpleFIN, Lunch Flow, or Enable Banking.
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 Firefly III and Sharesight.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Other | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | 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: OAuth2 and APIKeyWebhooks | Auth: OAuth2Docs |
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | GoCardlessSimpleFINLunch FlowEnable BankingSlackDiscordMattermost | 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 | Not specified | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Firefly III (open-source project)Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | — | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more |
| Tier 2 | — | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more |
| Tier 3 | — | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 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... |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Firefly III and Sharesight?
Firefly III leans toward portfolio, APIs & data feeds, and webhooks, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Firefly III and Sharesight cost?
Good news: both Firefly III and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Firefly III or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Firefly III doesn't list a dedicated mobile app; its documented access is web and API.
Do Firefly III 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 Firefly III or Sharesight?
It depends on what you're after. Pick Firefly III if webhooks and other 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 Firefly III and Sharesight cover?
Both cover other. Sharesight adds stocks, ETFs, and mutual funds on top.
Can I export data from Firefly III and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Firefly III or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With Firefly III, you're entering holdings by hand or importing files.
Can I track my portfolio with Firefly III or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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