★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Ideagen Audit Analytics vs Sharesight
Pick Ideagen Audit Analytics if
Ideagen Audit Analytics
Best for regulatory filings monitoring and flags
Subscription · Web
- You care about regulatory filings monitoring, flags, and corporate actions & special situations, things Sharesight doesn't offer
Pick Sharesight if
Sharesight
Best for portfolio and risk metrics
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Ideagen Audit Analytics and Sharesight cover a lot of the same ground (2 shared categories, APIs & data feeds and alerts), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Ideagen Audit Analytics's 6, including portfolio, risk metrics, and performance attribution, plus a mobile app. Ideagen Audit Analytics counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Sharesight
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 6 categories
- API access
- Sharesight
- Broker sync
- Sharesight
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • Paid plans available |
Free tier | No | 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 | No | Yes |
Broker sync | No | Yes |
Integrations | WRDS | 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 | 6 | 13 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: End of Day and Timezone: America/New_York | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | — | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Data residency: US | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Ideagen Audit Analytics | Visit Sharesight |
Standout features
What Ideagen Audit Analytics does best
- Research audit and accounting-quality risk with structured data on audit fees, auditor changes, auditor tenure, audit opinions, going-concern language, SOX 302/404 controls, restatements, and non-timely filings.
- Use Accounting Quality Risk Matrix coverage for SEC registrant red flags sourced from filings and updated daily across the modules described in the profile.
- Review oversight and enforcement context through Critical Audit Matters, PCAOB inspection reports, AAER-related datasets, and other accounting oversight modules.
- Analyze SEC comment letters with threaded correspondence pairs so disclosure questions and company responses can be reviewed together.
- Add corporate and legal event context with bankruptcy, IPO, M&A, federal litigation, shareholder activism, tax-footnote, and transfer-agent datasets.
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 | StocksETFsMutual FundsPrivate FundsFunds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | WRDS | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVExcelPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | 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 | Ives Group, Inc. (d/b/a Audit Analytics) - acquired by Ideagen plc in 2021Country: USFounded 2000Support: Email and Phone | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Curation ratings | Methodology 4/5Reliability 5/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
Free
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
2Where the two tools cover the same ground.
Ideagen Audit Analytics strengths
4What you only get with Ideagen Audit Analytics.
Sharesight strengths
11Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Ideagen Audit Analytics and Sharesight?
Ideagen Audit Analytics leans toward regulatory filings monitoring, flags, and corporate actions & special situations, 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.
Is Ideagen Audit Analytics or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Ideagen Audit Analytics is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Can I use Ideagen Audit Analytics or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Ideagen Audit Analytics doesn't list a dedicated mobile app; its documented access is web.
Does Ideagen Audit Analytics or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Ideagen Audit Analytics doesn't, so you're working through its interface.
Should I choose Ideagen Audit Analytics or Sharesight?
It depends on what you're after. Pick Ideagen Audit Analytics if regulatory filings monitoring and flags matter to you; go with Sharesight if you'd rather have portfolio and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Ideagen Audit Analytics and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and funds. Ideagen Audit Analytics also handles private funds. Sharesight adds bonds, cryptos, and real estate on top.
Can I export data from Ideagen Audit Analytics and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Ideagen Audit Analytics or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With Ideagen Audit Analytics, you're entering holdings by hand or importing files.
Can I track my portfolio with Ideagen Audit Analytics or Sharesight?
Sharesight handles portfolio tracking. Ideagen Audit Analytics is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.