VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 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 Watchlist coverage that Sharesight skips.

Sharesight includes Risk Metrics, Performance Attribution, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Client & Investor Reporting, Client Portal & Mobile App, Broker Connectors, APIs & SDKs, Data APIs, and Alerts categories that Scalable Capital omits.

In depth comparison

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

sharesight.com

Freemium global multi‑asset portfolio & dividend tracker for DIY investors and advisory firms. Tracks listed and unlisted investments across 60+ markets with performance, dividend and tax reporting. EU personal plans (Free → Premium) gate portfolios/holdings/custom groups, while Business offers per‑portfolio pricing for accountants, advisers and family offices. Advanced reports such as Diversity, Exposure, Contribution Analysis and Drawdown Risk are only available on paid tiers.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

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.
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.
Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing.

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Where they differ

Scalable Capital

Distinct strengths include:

Brokerage Watchlist

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:

Risk Metrics Performance Attribution Capital Gains Estimator Dividend Tax / ADR Withholding Dividend Compounding Calculator Client & Investor Reporting Client Portal & Mobile App

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.
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.
Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.

Feature-by-feature breakdown

Attribute	Scalable Capital	Sharesight
Categories Which research workflows each platform targets	Shared: Wealth Management, Portfolio, Downloadable Tax Reports Unique: Brokerage, Watchlist	Shared: Wealth Management, Portfolio, Downloadable Tax Reports Unique: Risk Metrics, Performance Attribution, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Client & Investor Reporting, Client Portal & Mobile App, Broker Connectors, APIs & SDKs, Data APIs, Alerts
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds	Stocks, ETFs, Mutual Funds, Funds, Bonds, Cryptos, Real Estate, Other
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 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. 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. Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities. Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting. Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing. Multi‑currency support that automatically converts foreign holdings into the portfolio’s base currency and provides dedicated multi‑currency valuation and FX impact reporting.
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 Scalable Capital and Sharesight both support?

Both platforms cover Wealth Management, Portfolio, 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 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., 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., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..

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