★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
PortfoliosLab vs Sharesight
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · Web · API
- You care about watchlist, backtesting, and correlation, things Sharesight doesn't offer
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You care about downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding, things PortfoliosLab doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
PortfoliosLab 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. PortfoliosLab simply does more: 17 categories to Sharesight's 13, including watchlist, backtesting, and correlation. Sharesight counters by being completely free.
What readers say
PortfoliosLab
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- PortfoliosLab17 vs 13 categories
- Broker sync
- Sharesight
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8.33/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 17 | 13 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | — | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit PortfoliosLab | Visit Sharesight |
Where each one shines
What PortfoliosLab and Sharesight each do best.ShowHide
Where each one shines
What PortfoliosLab and Sharesight each do best.What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking 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.
Every detail we compared
Every tracked attribute for PortfoliosLab and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for PortfoliosLab and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneDocs | Auth: OAuth2Docs |
Import methods | ManualCSV | CSVBrokerOAuthManual |
Integrations | MCPChatGPTClaude | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | Not specified | CSVPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | PortfoliosLabSupport: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 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 PortfoliosLab and Sharesight?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, 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.
How much do PortfoliosLab and Sharesight cost?
Good news: both PortfoliosLab and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use PortfoliosLab or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Do PortfoliosLab 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 PortfoliosLab or Sharesight?
It depends on what you're after. Pick PortfoliosLab if watchlist and backtesting 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 PortfoliosLab and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and funds. PortfoliosLab also handles currencies. Sharesight adds bonds, real estate, and other on top.
Can I export data from PortfoliosLab and Sharesight?
Sharesight exports to CSV. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Are PortfoliosLab and Sharesight good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: PortfoliosLab or Sharesight?
PortfoliosLab has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with PortfoliosLab or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.