★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ProjectionLab checked July 22, 2026
Tool Comparison
ProjectionLab vs Sharesight
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr · Web
- You care about retirement calculator, monte carlo, and backtesting, 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 want an API so you can script or automate things
- You care about risk metrics, performance attribution, and downloadable tax reports, things ProjectionLab 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
ProjectionLab and Sharesight cover a lot of the same ground (2 shared categories, capital gains estimator and portfolio), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to ProjectionLab's 7, including risk metrics, performance attribution, and downloadable tax reports, plus a mobile app. ProjectionLab counters by keeping things simpler.
What readers say
ProjectionLab
Vote once to reveal the community verdict.
Sharesight
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Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 7 categories
- API access
- Sharesight
- Broker sync
- Sharesight
- Asset coverage
- SharesightAdds funds and cryptos
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 $129/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 | 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 | — | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +1 more | Retail Traders, Pro Retail +6 more |
Categories covered | 7 | 13 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | Monte Carlo | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | — | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit ProjectionLab | Visit Sharesight |
Where each one shines
What ProjectionLab and Sharesight each do best.ShowHide
Where each one shines
What ProjectionLab and Sharesight each do best.What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
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 ProjectionLab and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for ProjectionLab and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsReal EstateOther | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | Manual | CSVBrokerOAuthManual |
Integrations | Not specified | 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 | Monte Carlo | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | ProjectionLab LLCSupport: 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 | Free“Basic” | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $129/yr≈ $10.75/mo“Premium” | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | $549/yr≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €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 ProjectionLab and Sharesight?
ProjectionLab leans toward retirement calculator, monte carlo, and backtesting, 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.
How much do ProjectionLab and Sharesight cost?
Good news: both ProjectionLab and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ProjectionLab or Sharesight on my phone?
Sharesight lists a dedicated mobile app, so it travels better. ProjectionLab doesn't list a dedicated mobile app; its documented access is web.
Does ProjectionLab or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. ProjectionLab doesn't, so you're working through its interface.
Should I choose ProjectionLab or Sharesight?
It depends on what you're after. Pick ProjectionLab if retirement calculator and monte carlo matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do ProjectionLab and Sharesight cover?
Both cover stocks, ETFs, bonds, and mutual funds. Sharesight adds funds and cryptos on top.
Can I export data from ProjectionLab and Sharesight?
Sharesight exports to CSV. ProjectionLab is stingier about getting data out.
Can ProjectionLab or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With ProjectionLab, you're entering holdings by hand or importing files.
Are ProjectionLab 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.
Can I track my portfolio with ProjectionLab or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.