Quicken (Simplifi & Classic) vs Sharesight comparison

Unique

• 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.
• Capital Gains Estimator (Classic investing tiers) lets you model potential sales before you trade by proposing lots to sell, estimating proceeds, and showing projected capital gains using your tax bracket settings and Term (short/long) breakdown; it integrates with the Tax Planner for more accurate projections.

Unique

• 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.
• 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.
• Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing.
• Multi‑currency support that automatically converts foreign holdings into the portfolio’s base currency and provides dedicated multi‑currency valuation and FX impact reporting.