Quicken (Simplifi & Classic) vs Sharesight comparison

Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Sharesight offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Sharesight and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Sharesight provides API access for programmatic data retrieval and custom integrations. Quicken (Simplifi & Classic) doesn't currently offer an API, so you'll need to use their web interface.

Choose Quicken (Simplifi & Classic) if you need 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)., and 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.. Go with Sharesight if 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., and 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. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Bonds, Cryptos, and Funds. Sharesight adds coverage for Real Estate, and Other.

Quicken (Simplifi & Classic) offers real-time data feeds, which is essential for active traders. Sharesight uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Sharesight connects with brokers for portfolio syncing. Quicken (Simplifi & Classic) requires manual portfolio entry or data import.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.