VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Reflexivity View Sharesight Back to Home

Head-to-head

Reflexivity vs Sharesight comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Reflexivity adds Screeners, Quant, Scenario & Stress Tests, Backtesting, Alerts, News, Data APIs, Transcripts, AI, AI Chat, and AI Report coverage that Sharesight skips.

Sharesight includes Watchlist, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Blogs, and Videos categories that Reflexivity omits.

Reflexivity highlights: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

Sharesight is known for: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

Sharesight keeps a free entry point that Reflexivity lacks.

Sharesight offers mobile access, which Reflexivity skips.

Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.

Platforms

Web

API

Pricing

Subscription

Quick highlights

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

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Sharesight

sharesight.com

Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

Quick highlights

Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Performance Attribution, Portfolio, and APIs & SDKs.

Where they differ

Reflexivity

Distinct strengths include:

Screeners

Quant

Scenario & Stress Tests

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Sharesight

Distinct strengths include:

Watchlist

Risk Metrics (VaR/ES/Drawdown)

Downloadable Tax Reports

Capital Gains Estimator

Dividend Tax / ADR Withholding

Broker Connectors

Blogs

Videos

Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).

Feature-by-feature breakdown

Attribute	Reflexivity	Sharesight
Categories Which research workflows each platform targets	Shared: Performance Attribution, Portfolio, APIs & SDKs Unique: Screeners, Quant, Scenario & Stress Tests, Backtesting, Alerts, News, Data APIs, Transcripts, AI, AI Chat, AI Report	Shared: Performance Attribution, Portfolio, APIs & SDKs Unique: Watchlist, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Blogs, Videos
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Commodities, Currencies	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts. Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs. Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history. Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time. Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.	Unique Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view. Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD. Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions. Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD). Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods). Imports via broker trade‑confirmation emails, CSV/XLS bulk uploads, and direct connections for selected brokers; Xero sync for accounting.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Reflexivity and Sharesight both support?

Both platforms cover Performance Attribution, Portfolio, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Sharesight offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Sharesight ships a dedicated mobile experience, while Reflexivity focuses on web or desktop access.

What unique strengths set the two platforms apart?

Reflexivity differentiates itself with Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., whereas Sharesight stands out for Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

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