VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Thursday, February 12, 2026

Tool Comparison

Portfolio Visualizer vs Sharesight comparison

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

Portfolio Visualizer logo

Portfolio Visualizer

portfoliovisualizer.com

PricingFree, Subscription
PlatformsWeb
Hands-on review
Sharesight logo

Sharesight

sharesight.com

PricingFree, Subscription
PlatformsWeb, Mobile, API
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
Portfolio VisualizerWeb
SharesightWeb, Mobile, API
Categories
Portfolio Visualizer10
Sharesight15
Pricing details

Tool

Portfolio Visualizer

$30/mo

Starting price

Free tierYes
Free trial14 days

Plans & pricing

FreeFree
Basic$360/yr
Pro$660/yr

Tool

Sharesight

€7/mo

Starting price

Free tierYes
Free trial14 days

Plans & pricing

FreeFree
Starter€7/mo
Standard€17/mo
Premium€23/mo
Business€13.5/mo
Category leaders
ScreenersPortfolio Visualizer
PortfolioSharesight
BacktestingPortfolio Visualizer
AlertsSharesight
Data VisualizationsPortfolio Visualizer
Browse the #1 tool in 90+ categories

Vote sentiment comparison

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Platform details

AttributePortfolio VisualizerSharesight
Asset types
StocksETFsMutual FundsFunds
StocksETFsMutual FundsFundsBondsCryptosReal EstateOther
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
Not specified
North AmericaEuropeAPACLatAmMiddle EastAfrica
Data freshness
Not specified
End of Day
API access
Not specified
REST
Export formats
ExcelCSVPDF
CSVPDF

Coverage overlap

Frequently Asked Questions

What's the difference between Portfolio Visualizer and Sharesight?

Portfolio Visualizer focuses on Backtesting, Monte Carlo, and Correlation while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

How much do Portfolio Visualizer and Sharesight cost?

Good news—both Portfolio Visualizer and Sharesight offer free plans. You can try each platform without commitment and only pay when you need premium features.

Can I use Portfolio Visualizer or Sharesight on my phone?

Sharesight has a mobile app so you can check your research on the go. Portfolio Visualizer is web-only, so you'll need a browser to access it from mobile devices.

Does Portfolio Visualizer or Sharesight have an API?

Sharesight provides API access for programmatic data retrieval and custom integrations. Portfolio Visualizer doesn't currently offer an API, so you'll need to use their web interface.

Should I choose Portfolio Visualizer or Sharesight?

Choose Portfolio Visualizer if you need Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility.. Go with Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.

What asset classes do Portfolio Visualizer and Sharesight cover?

Both cover Stocks, ETFs, Mutual Funds, and Funds. Sharesight adds coverage for Bonds, Cryptos, Real Estate, and Other.

Can I export data from Portfolio Visualizer and Sharesight?

Both platforms let you export data to spreadsheets (CSV, and PDF). This is useful for custom analysis or record-keeping.

Can Portfolio Visualizer or Sharesight connect to my broker?

Sharesight connects with brokers for portfolio syncing. Portfolio Visualizer requires manual portfolio entry or data import.

Which has a better stock screener—Portfolio Visualizer or Sharesight?

Portfolio Visualizer includes a stock screener for finding investment ideas. Sharesight focuses on other analytical tools.

Can I track my portfolio with Portfolio Visualizer or Sharesight?

Sharesight offers portfolio tracking features. Portfolio Visualizer is more focused on research and analysis.

Keep Exploring

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.