★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Firefly III vs Sharesight
Pick Firefly III instead if
Firefly III
Free · Web · API
- You care about webhooks and other, things Sharesight doesn't offer
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You care about risk metrics, performance attribution, and downloadable tax reports, things Firefly III doesn't offer
- 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
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
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
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 | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 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 | No | Yes |
Integrations | Salt Edge, GoCardless +2 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 |
Where each one shines
What Firefly III and Sharesight each do best.ShowHide
Where each one shines
What Firefly III and Sharesight each do best.What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Tracking accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reporting.
- The JSON REST API with OAuth2, personal access tokens, and a full OpenAPI specification for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import support for transaction data through the separate Firefly III Data Importer, CSV and CAMT.053 files, and optional providers such as Salt Edge, GoCardless, and SimpleFIN.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking 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.
Every detail we compared
Every tracked attribute for Firefly III and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Firefly III and Sharesight, side by side.| 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 | Salt EdgeGoCardlessSimpleFINSlack | 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.
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 | Free | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | — | €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... |
| Free trial | — | 14 days |
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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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.