VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Firefly IIIView SharesightBack to Home

Head-to-head

Firefly III vs Sharesight comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Firefly III adds Webhooks, and Other coverage that Sharesight skips.

Sharesight includes Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Blogs, and Videos categories that Firefly III omits.

Firefly III highlights: Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification..

Sharesight is known for: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

Sharesight offers mobile access, which Firefly III skips.

Firefly III logo

Firefly III

firefly-iii.org

An open-source, self-hosted personal finance manager licensed under AGPLv3. Offers full double-entry bookkeeping, REST APIs, and optional event webhooks. Exchange-rate conversion is available from v6.2 onward as an opt-in feature. Bank connections are handled separately through the Firefly Data Importer app.

Platforms

Web
API

Pricing

Free

Quick highlights

  • Self-hosted open-source personal finance manager (AGPLv3 license).
  • Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
  • Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
  • Event webhooks for transaction create/update/delete, enabled through environment configuration.
  • Separate Data Importer tool supports CSV and CAMT.053, with optional bank integrations via Salt Edge, GoCardless, and SimpleFIN.

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Sharesight logo

Sharesight

sharesight.com

Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
  • Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
  • Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
  • Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
  • Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Portfolio, and APIs & SDKs.

Where they differ

Firefly III

Distinct strengths include:

Webhooks
Other
  • Self-hosted open-source personal finance manager (AGPLv3 license).
  • Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
  • Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
  • Event webhooks for transaction create/update/delete, enabled through environment configuration.

Sharesight

Distinct strengths include:

Watchlist
Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Broker Connectors
Blogs
  • Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
  • Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
  • Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
  • Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).

Feature-by-feature breakdown

AttributeFirefly IIISharesight
Categories

Which research workflows each platform targets

Shared: Portfolio, APIs & SDKs

Unique: Webhooks, Other

Shared: Portfolio, APIs & SDKs

Unique: Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Blogs, Videos

Asset types

Supported asset classes and universes

Other

Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile, API

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Self-hosted open-source personal finance manager (AGPLv3 license).
  • Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
  • Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
  • Event webhooks for transaction create/update/delete, enabled through environment configuration.
  • Separate Data Importer tool supports CSV and CAMT.053, with optional bank integrations via Salt Edge, GoCardless, and SimpleFIN.
  • CSV export available for accounts, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and more.

Unique

  • Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
  • Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
  • Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
  • Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
  • Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).
  • Imports via broker trade‑confirmation emails, CSV/XLS bulk uploads, and direct connections for selected brokers; Xero sync for accounting.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

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Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Firefly III and Sharesight both support?

Both platforms cover Portfolio, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Firefly III and Sharesight require subscriptions?

Both Firefly III and Sharesight keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Sharesight ships a dedicated mobile experience, while Firefly III focuses on web or desktop access.

What unique strengths set the two platforms apart?

Firefly III differentiates itself with Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification., whereas Sharesight stands out for Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

Keep exploring

Stay on top of related tools

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Recommended tools

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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.