Tool Comparison
Quicken (Simplifi & Classic) vs Sharesight
- Paid from
- —
- Free plan
- No
- Platforms
- Desktop, Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want watchlist, tax lots / lot optimization, and news.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best 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 want risk metrics, performance attribution, and dividend tax / ADR withholding.
Pick Quicken (Simplifi & Classic) if
Quicken (Simplifi & Classic)
Subscription · Desktop · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want watchlist, tax lots / lot optimization, and news.
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 want risk metrics, performance attribution, and dividend tax / ADR withholding.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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.
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Quicken (Simplifi & Classic)
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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)
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.
- Portfolio Analyzer in US Classic Windows reports average annual return, asset allocation, standard-deviation-based risk, largest holdings, account concentration, and tax implications.
- Portfolio X-Ray in US Classic Premier or Business & Personal on Windows looks through mutual funds, ETFs, and equity funds to show underlying stock exposure.
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | 7 limits: Quicken Business & Personal: businesses: 10, Quicken Classic Deluxe: observed offer: 40% off the first year shown September 24, 2026; generic pricing page... +5 more | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 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
The best features of Quicken (Simplifi & Classic) and Sharesight.ShowHide
Standout features
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.
- Portfolio Analyzer in US Classic Windows reports average annual return, asset allocation, standard-deviation-based risk, largest holdings, account concentration, and tax implications.
- Portfolio X-Ray in US Classic Premier or Business & Personal on Windows looks through mutual funds, ETFs, and equity funds to show underlying stock exposure.
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
All details
Every attribute we track for Quicken (Simplifi & Classic) and Sharesight.ShowHide
All 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | SubscriptionBilled annually“Quicken Simplifi” | €9.33/moBilled monthly“Starter”portfolios: 1 · holdings: 30 · +2 more |
| Tier 2 | SubscriptionBilled annually“Quicken Business & Personal”businesses: 10 | €22.67/moBilled monthly“Standard”portfolios: 4 · holdings: Unlimited · +2 more |
| Tier 3 | SubscriptionBilled annually“Quicken Classic Deluxe”observed offer: 40% off the first year shown September 24, 2026; generic pricing page... · displayed monthly equivalent: $6.99, billed annually | €30.67/moBilled monthly“Premium”portfolios: 10 · holdings: Unlimited · +2 more |
| Tier 4 | SubscriptionBilled annually“Quicken Classic Premier”observed offer: 40% off the first year shown September 24, 2026; generic pricing page... · displayed monthly equivalent: $7.99, billed annually | €13.50/moBilled monthly“Business”min portfolios: 5 · tiers: 5-19: €13.5; 20-49: €12; 50-99: €10.5; 100+: €9.2 per portfolio month... |
| Tier 5 | SubscriptionBilled annually“Quicken Family Enterprise” | — |
| Top plan | SubscriptionBilled annually“Quicken Classic Business & Personal”observed offer: 40% off the first year shown September 24, 2026; generic pricing page... · displayed monthly equivalent: $10.99, billed annually | — |
| 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.
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