Tool Comparison
Sharesight vs Simply Wall St
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want risk metrics, performance attribution, and downloadable tax reports.
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want stock ideas, screeners, and data visualizations.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You want risk metrics, performance attribution, and downloadable tax reports.
Pick Simply Wall St if
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want stock ideas, screeners, and data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Sharesight and Simply Wall St cover a lot of the same ground (4 shared categories, including portfolio, dividends, and broker connectors), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Sharesight's 13, including stock ideas, screeners, and data visualizations. Sharesight counters by being completely free.
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Key differences at a glance
- Asset coverage
- SharesightAdds mutual funds and funds
- Broader coverage
- Simply Wall St19 vs 13 categories
- API access
- Sharesight
- Free plan
- Both
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $131.40/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 9 limits: Free: company reports per month: 5, Free: portfolios: 1 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Long-term Investors +3 more |
Categories covered | 13 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | S&P Global Market Intelligence |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 6 signals: Universe builder, Broker sync +4 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | Encryption at rest and Encryption in transit |
| Try it | Visit Sharesight | Visit Simply Wall St |
Standout features
The best features of Sharesight and Simply Wall St.ShowHide
Standout features
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
All details
Every attribute we track for Sharesight and Simply Wall St.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | Vendor |
Data partners | Not specified | S&P Global Market Intelligence |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | BrokerOAuthCSVManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | CSVPDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Encryption at restEncryption in transit |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freeportfolios: 1 · holdings: 10 · +1 more | Freecompany reports per month: 5 · portfolios: 1 · +1 more |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more |
| Tier 3 | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 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 | 7 days |
Free alternatives
Questions we keep getting
What's the difference between Sharesight and Simply Wall St?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Simply Wall St cost?
Good news: both Sharesight and Simply Wall St have free plans, so you can run them side by side and only pay if you hit a wall.
Does Sharesight or Simply Wall St have an API?
Sharesight has an API for programmatic access and custom integrations. Simply Wall St doesn't, so you're working through its interface.
Should I choose Sharesight or Simply Wall St?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with Simply Wall St if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Simply Wall St cover?
Both cover stocks and ETFs. Sharesight also handles mutual funds, funds, and bonds.
Can I export data from Sharesight and Simply Wall St?
Yes, both export to spreadsheets (Sharesight: CSV; Simply Wall St: Excel), which is handy if you like running your own numbers.
Can Sharesight or Simply Wall St connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Sharesight and Simply Wall St good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Sharesight or Simply Wall St?
Simply Wall St has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Sharesight or Simply Wall St?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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