★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Quicken (Simplifi & Classic) vs Sharesight
Quicken (Simplifi & Classic)
Best for watchlist and tax lots / lot optimization
Subscription
Sharesight
Best for risk metrics and performance attribution
Free • Paid plans available
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The verdict
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.
Key differences at a glance
- Real-time data
- Quicken (Simplifi & Classic)
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 9 categories
- Desktop app
- Quicken (Simplifi & Classic)
- API access
- Sharesight
Choose
Quicken (Simplifi & Classic) if…
- 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
Choose
Sharesight if…
- 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
- You've outgrown the basics and want pro-level depth
Comparison snapshot
| 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 |
Standout features
What Quicken (Simplifi & Classic) does best
- Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
- Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.
- Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots.
- Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.
- Portfolio X-Ray in Classic analyzes mutual funds, ETFs, and other equity funds to “look through” underlying holdings and reveal true exposure to individual equities, improving diversification insight.
What Sharesight does best
- 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.
- Public pricing page says 500,000+ investors track investments with Sharesight.
- 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.
- Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
- Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Data & access details
| 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.
Pricing breakdown
—
Starting price
Plans & pricing
- businesses: 10
Free
Starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +1 more
- portfolios: 1
- holdings: 30
- +1 more
- portfolios: 4
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- min portfolios: 5
- tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month...
Coverage overlap
Shared categories
5Where the two tools cover the same ground.
Quicken (Simplifi & Classic) strengths
4What you only get with Quicken (Simplifi & Classic).
Sharesight strengths
8Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
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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.