★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Quicken (Simplifi & Classic) vs Sharesight
Pick Quicken (Simplifi & Classic) if
Quicken (Simplifi & Classic)
Subscription · Desktop · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about watchlist, tax lots / lot optimization, and news, things Sharesight doesn't offer
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 an API so you can script or automate things
- You care about risk metrics, performance attribution, and dividend tax / ADR withholding, things Quicken (Simplifi & Classic) 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
Quicken (Simplifi & Classic) and Sharesight cover a lot of the same ground (5 shared categories, including portfolio, capital gains estimator, and downloadable tax reports), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Quicken (Simplifi & Classic)'s 9, including risk metrics, performance attribution, and dividend tax / ADR withholding. Quicken (Simplifi & Classic) counters by keeping things simpler.
What readers say
Quicken (Simplifi & Classic)
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 9 categories
- Desktop app
- Quicken (Simplifi & Classic)
- API access
- Sharesight
- Real-time data
- Quicken (Simplifi & Classic)
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 | Subscription | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | Quicken Business & Personal: businesses: 10 | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | TurboTax | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders and Long-term Investors | Retail Traders, Pro Retail +6 more |
Categories covered | 9 | 13 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | 4 signals: Broker sync, Tax lots +2 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Encryption at rest and Encryption in transit | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Quicken (Simplifi & Classic) | Visit Sharesight |
Where each one shines
What Quicken (Simplifi & Classic) and Sharesight each do best.ShowHide
Where each one shines
What Quicken (Simplifi & Classic) and Sharesight each do best.What Quicken (Simplifi & Classic) does best
- Aggregate investment, retirement, brokerage, bank, credit, loan, and other household accounts across supported financial institutions.
- Simplifi on web and mobile for investment dashboards with holdings, balances, IRR, TWR, real-time prices, and a news feed based on owned securities.
- Quicken Classic desktop for deeper investment views, including performance, realized gains, asset-class grouping, account grouping, and historical snapshots.
- Tools for running Portfolio Analyzer in Classic for average annual return, asset allocation, standard-deviation-based risk, largest holdings, account concentration, and tax-implication summaries.
- Portfolio X-Ray in Classic to look through mutual funds, ETFs, and equity funds and understand underlying stock exposure.
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 Quicken (Simplifi & Classic) and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Quicken (Simplifi & Classic) and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosFunds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | Manual | CSVBrokerOAuthManual |
Integrations | TurboTax | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVExcel | CSVPDF |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncTax lotsMulti-currencyCost basis: FIFO and LIFO | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Quicken Inc.Country: USFounded 1983Support: Chat, Phone, and Forum | 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 | — | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | Subscription“Quicken Simplifi” | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | Subscription“Quicken Business & Personal”businesses: 10 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | Subscription“Quicken Classic Deluxe” | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Tier 4 | Subscription“Quicken Classic Premier” | €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... |
| Tier 5 | Subscription“Quicken Classic Family Enterprise” | — |
| Top plan | Subscription“Quicken Classic Business & Personal” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Quicken (Simplifi & Classic) and Sharesight?
Quicken (Simplifi & Classic) leans toward portfolio, watchlist, and tax lots / lot optimization, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Quicken (Simplifi & Classic) or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Quicken (Simplifi & Classic) is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Quicken (Simplifi & Classic) or Sharesight?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Quicken (Simplifi & Classic) or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Quicken (Simplifi & Classic) doesn't, so you're working through its interface.
Should I choose Quicken (Simplifi & Classic) or Sharesight?
It depends on what you're after. Pick Quicken (Simplifi & Classic) if watchlist and tax lots / lot optimization 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 Quicken (Simplifi & Classic) and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and bonds. Sharesight adds real estate and other on top.
Does Quicken (Simplifi & Classic) or Sharesight have real-time data?
Quicken (Simplifi & Classic) 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.
Which covers international markets: Quicken (Simplifi & Classic) or Sharesight?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Quicken (Simplifi & Classic) is more region-specific, mainly North America.
Can I export data from Quicken (Simplifi & Classic) and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Quicken (Simplifi & Classic) or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.