VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, November 9, 2025

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Tool Comparison

Scalable Capital vs Sharesight comparison

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

Quick takeaways

Scalable Capital adds Brokerage, and Wealth Management coverage that Sharesight skips.

Sharesight includes Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, APIs & SDKs, Blogs, and Videos categories that Scalable Capital omits.

In depth comparison

Scalable Capital logo

Scalable Capital

scalable.capital

Retail broker and robo-advisor for EU investors. Two main plans: FREE (trades €0.99 on gettex/EIE for orders ≥€250; free savings plans) and PRIME+ (€4.99/month flat for trades ≥€250; savings plans also free). Both offer variable 2% p.a. interest on cash balances, capped at €50k (FREE) or €500k (PRIME+). PRIME tiers unlock CSV export of all transactions. Annual tax certificates are provided as downloadable PDFs.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free.
  • Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds.
  • Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+.
  • Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.
  • Trading venues include gettex (Munich Stock Exchange), the European Investor Exchange, and Xetra.

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Sharesight logo

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

WebMobileAPI

Pricing

FreeSubscription

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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Where they differ

Scalable Capital

Distinct strengths include:

BrokerageWealth Management
  • Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free.
  • Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds.
  • Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+.
  • Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.

Sharesight

Distinct strengths include:

Performance AttributionRisk Metrics (VaR/ES/Drawdown)Capital Gains EstimatorDividend Tax / ADR WithholdingBroker ConnectorsAPIs & SDKsBlogsVideos
  • 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

AttributeScalable CapitalSharesight
Categories

Which research workflows each platform targets

Shared: Portfolio, Watchlist, Downloadable Tax Reports

Unique: Brokerage, Wealth Management

Shared: Portfolio, Watchlist, Downloadable Tax Reports

Unique: Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, APIs & SDKs, Blogs, Videos

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Bonds

Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web, Mobile, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free.
  • Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds.
  • Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+.
  • Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.
  • Trading venues include gettex (Munich Stock Exchange), the European Investor Exchange, and Xetra.
  • Automated ETF-based portfolios offered via Scalable Wealth, with management fees up to 0.75% p.a., stepping down at higher account sizes (€100k/€500k).

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

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Scalable Capital and Sharesight both support?

Both platforms cover Portfolio, Watchlist, and Downloadable Tax Reports workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Scalable Capital and Sharesight require subscriptions?

Both Scalable Capital and Sharesight keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Scalable Capital and Sharesight?

Both Scalable Capital and Sharesight support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Scalable Capital differentiates itself with Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+., 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..

Keep exploring

Keep exploring

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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.