★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Scalable Capital checked July 16, 2026
Tool Comparison
Scalable Capital vs Sharesight
Pick Scalable Capital instead if
Scalable Capital
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage and watchlist, things Sharesight doesn't offer
Start here
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 care about risk metrics, performance attribution, and capital gains estimator, things Scalable Capital doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Scalable Capital and Sharesight cover a lot of the same ground (3 shared categories, wealth management, portfolio, and downloadable tax reports), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Scalable Capital's 5, including risk metrics, performance attribution, and capital gains estimator. Scalable Capital counters by keeping things simpler.
What readers say
Scalable Capital
Vote once to reveal the community verdict.
Sharesight
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 5 categories
- API access
- Sharesight
- Broker sync
- Sharesight
- Asset coverage
- SharesightAdds funds and cryptos
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Transaction-priced · Fees vary by offer and jurisdiction | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | — | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 5 | 13 |
Regions | Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Timezone: Europe/Berlin | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Capabilities | — | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Status page | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Scalable Capital | Visit Sharesight |
Where each one shines
What Scalable Capital and Sharesight each do best.ShowHide
Where each one shines
What Scalable Capital and Sharesight each do best.What Scalable Capital does best
- Stock and ETF trading through supported European venues, with FREE and PRIME+ plans using different fee rules and order-size assumptions.
- Free savings plans, including small recurring investments where supported.
- PRIME+ offers flat broker pricing for eligible trades instead of a fee per order on the FREE plan.
- Supported stocks, ETFs, mutual funds, bonds, derivatives, and crypto ETPs from a web or mobile brokerage workflow.
- Scalable Wealth runs automated ETF-based portfolios, with management fees that step down at higher account sizes.
What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for Scalable Capital and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Scalable Capital and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBonds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | Europe | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 6 countriesExchanges: XETR, XMUN, and European Investor ExchangeIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | Status page | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Not specified | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Scalable Capital GmbHCountry: GermanyFounded 2014Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | Subscription“PRIME+ Broker” | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | — | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Scalable Capital and Sharesight?
Scalable Capital leans toward brokerage, wealth management, and portfolio, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Scalable Capital or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Scalable Capital is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Does Scalable Capital or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Scalable Capital doesn't, so you're working through its interface.
Should I choose Scalable Capital or Sharesight?
It depends on what you're after. Pick Scalable Capital if brokerage and watchlist 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 Scalable Capital and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and bonds. Sharesight adds funds, cryptos, and real estate on top.
Can I export data from Scalable Capital and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Scalable Capital or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With Scalable Capital, you're entering holdings by hand or importing files.
Can I track my portfolio with Scalable Capital or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.