VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Interactive Brokers and Sharesight will find that Both Interactive Brokers and Sharesight concentrate on APIs & SDKs, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Interactive Brokers leans into Brokerage, Paper Trading, and Advanced Order Types, which can be decisive for teams that need depth over breadth. Sharesight stands out with Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Interactive Brokers vs Sharesight
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Interactive Brokers adds Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Data APIs, Scenario & Stress Tests, and Options & Derivatives coverage that Sharesight skips.
- Sharesight includes Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Blogs, and Videos categories that Interactive Brokers omits.
- Interactive Brokers highlights: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- 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 keeps a free entry point that Interactive Brokers lacks.
Interactive Brokers
interactivebrokers.co.uk
A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.
Categories
Platforms
Pricing
Quick highlights
- Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
- More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
- Market depth (Level II) and full order book views via Trader Workstation (TWS).
- Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
- Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.
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.
Categories
Platforms
Pricing
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).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Interactive Brokers
Distinct strengths include:
- Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
- More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
- Market depth (Level II) and full order book views via Trader Workstation (TWS).
- Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Sharesight
Distinct strengths include:
- 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
| Attribute | Interactive Brokers | Sharesight |
|---|---|---|
Categories Which research workflows each platform targets | Shared: APIs & SDKs, Portfolio, Watchlist, Risk Metrics (VaR/ES/Drawdown), Performance Attribution Unique: Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Data APIs, Scenario & Stress Tests, Options & Derivatives | Shared: APIs & SDKs, Portfolio, Watchlist, Risk Metrics (VaR/ES/Drawdown), Performance Attribution Unique: Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Blogs, Videos |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Futures, Bonds, Mutual Funds, Currencies, Commodities, Cryptos | 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, Mobile, Desktop, API | Web, Mobile, API |
Pricing High-level pricing models | Other | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Interactive Brokers and Sharesight both support?
Both platforms cover APIs & SDKs, Portfolio, Watchlist, Risk Metrics (VaR/ES/Drawdown), and Performance Attribution workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Sharesight offers a free entry point, while Interactive Brokers requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Interactive Brokers and Sharesight?
Both Interactive Brokers and Sharesight support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Interactive Brokers differentiates itself with Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)., 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..
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.