Tool Comparison
Interactive Brokers (IBKR) vs Sharesight
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want brokerage, advanced order types, and smart/direct routing.
- You trade often and need tooling built for speed
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding.
Pick Interactive Brokers (IBKR) if
Interactive Brokers (IBKR)
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want brokerage, advanced order types, and smart/direct routing.
- You trade often and need tooling built for speed
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Interactive Brokers (IBKR) and Sharesight cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. Interactive Brokers (IBKR) includes brokerage and advanced order types, and Sharesight includes downloadable tax reports and capital gains estimator.
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Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Desktop app
- Interactive Brokers (IBKR)
- Real-time data
- Interactive Brokers (IBKR)
What Interactive Brokers (IBKR) does best
- Stocks, ETFs, options, futures, futures options, spot FX, bonds, mutual funds, commodities, structured products, CFDs, crypto-related products, and spot crypto where jurisdiction allows.
- Client Portal, Trader Workstation, IBKR Desktop, IBKR Mobile, GlobalTrader, paper trading, and API access cover different workflows.
- IB SmartRouting, advanced order types, conditional orders, bracket workflows, options combos, and algorithmic order tools across supported products.
- TWS API, Web API, REST, WebSocket streaming, FIX, and Flex Web Service support trading and reporting workflows.
- Paper trading with separate credentials and simulated buying power once a live account is approved.
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 | Transaction-priced · Fees vary by offer and jurisdiction | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | 8 limits: UK / Europe Stocks and ETFs: commission: £3/€3 per Western European stock or ETF trade at typical trade sizes;..., US Stocks and ETFs - IBKR Pro: tiered commission: USD 0.0005 to USD 0.0035 per share +6 more | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | — | Yes |
Integrations | TradingView, Quicken +2 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +6 more |
Categories covered | 14 | 13 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Streaming and Real-time, Granularity: Tick +1 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 7 signals: Multi-leg options, Greeks +5 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Status page and Encryption in transit | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Interactive Brokers (IBKR) | Visit Sharesight |
Standout features
The best features of Interactive Brokers (IBKR) and Sharesight.ShowHide
Standout features
What Interactive Brokers (IBKR) does best
- Stocks, ETFs, options, futures, futures options, spot FX, bonds, mutual funds, commodities, structured products, CFDs, crypto-related products, and spot crypto where jurisdiction allows.
- Client Portal, Trader Workstation, IBKR Desktop, IBKR Mobile, GlobalTrader, paper trading, and API access cover different workflows.
- IB SmartRouting, advanced order types, conditional orders, bracket workflows, options combos, and algorithmic order tools across supported products.
- TWS API, Web API, REST, WebSocket streaming, FIX, and Flex Web Service support trading and reporting workflows.
- Paper trading with separate credentials and simulated buying power once a live account is approved.
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 Interactive Brokers (IBKR) and Sharesight.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsFuturesCurrenciesBondsMutual FundsCommodities+2 more | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsDay TradersSwing TradersAlgo TradersLong-term InvestorsFinancial Advisors+1 more | 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 | StreamingReal-time | End of Day |
Data granularity | Tick | EOD |
| Access & integrations | ||
API protocols | RESTWebSocket | REST |
API auth & delivery | Auth: OAuth2SDKs: Python600 req/minDocs | Auth: OAuth2Docs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | TradingViewQuickenTradelogCapTools | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | PDFCSVXML | CSVPDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Multi-leg optionsGreeksVaR/ESPerformance attributionPortfolio attributionRebalancingMulti-currency | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Interactive Brokers (U.K.) LimitedCountry: United KingdomSupport: Chat and Phone | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Brokerage Account” | 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 |
Questions we keep getting
What's the difference between Interactive Brokers (IBKR) and Sharesight?
Interactive Brokers (IBKR) leans toward brokerage, advanced order types, and smart/direct routing, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Interactive Brokers (IBKR) or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Interactive Brokers (IBKR) is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Do Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) or Sharesight?
It depends on what you're after. Pick Interactive Brokers (IBKR) if brokerage and advanced order types matter to you; go with Sharesight if you'd rather have downloadable tax reports and capital gains estimator. And if you only need the basics both share, let price decide.
What asset classes do Interactive Brokers (IBKR) and Sharesight cover?
Both cover stocks, ETFs, bonds, and mutual funds. Interactive Brokers (IBKR) also handles options, futures, and currencies. Sharesight adds funds and real estate on top.
Does Interactive Brokers (IBKR) or Sharesight have real-time data?
Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Is Interactive Brokers (IBKR) or Sharesight better for day trading?
Interactive Brokers (IBKR) 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.
Which has a better stock screener: Interactive Brokers (IBKR) or Sharesight?
Interactive Brokers (IBKR) has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Interactive Brokers (IBKR) or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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