★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Simply Wall St checked July 29, 2026
Tool Comparison
Sharesight vs Simply Wall St
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You care about risk metrics, performance attribution, and downloadable tax reports, things Simply Wall St doesn't offer
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You care about stock ideas, screeners, and data visualizations, things Sharesight 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
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.
What readers say
Sharesight
Vote once to reveal the community verdict.
Simply Wall St
Vote once to reveal the community verdict.
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
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 | Free • Paid plans available | Free • From $120/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 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 in transit |
| Try it | Visit Sharesight | Visit Simply Wall St |
Where each one shines
What Sharesight and Simply Wall St each do best.ShowHide
Where each one shines
What Sharesight and Simply Wall St each do best.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.
What Simply Wall St does best
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
Every detail we compared
Every tracked attribute for Sharesight and Simply Wall St, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and Simply Wall St, side by side.| 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 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.
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 | Freeportfolios: 1 · holdings: 10 · +1 more | Freecompany reports per month: 5 · portfolios: 1 · +3 more |
| Entry paid plan | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 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 | 7 days |
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.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.