VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Sharesight View Smartkarma Back to Home

Head-to-head

Sharesight vs Smartkarma comparison

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

Quick takeaways

Sharesight adds Portfolio, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, and APIs & SDKs coverage that Smartkarma skips.

Smartkarma includes Stock Ideas, Screeners, News, Alerts, Calendar, AI, and Newsletters categories that Sharesight omits.

Sharesight 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., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

Smartkarma is known for: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..

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

Web

Mobile

API

Pricing

Free

Subscription

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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Smartkarma

smartkarma.com

An AI-augmented investment intelligence platform that combines independent research, data tools, and real-time alerts. Access is plan-gated: the flagship Pro Platform costs USD 10,950/year per user and is available to accredited or professional investors; Premium and Data subscriptions are available on request, while separate offerings exist for Corporate Digital IR and Plus platforms. Mobile apps are available for iOS and Android.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Research is distributed simultaneously on the platform, via alerts/email, and syndicated to Bloomberg Terminal.

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Watchlist, Blogs, and Videos.

Where they differ

Sharesight

Distinct strengths include:

Portfolio

Performance Attribution

Risk Metrics (VaR/ES/Drawdown)

Downloadable Tax Reports

Capital Gains Estimator

Dividend Tax / ADR Withholding

Broker Connectors

APIs & SDKs

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).

Smartkarma

Distinct strengths include:

AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.

Feature-by-feature breakdown

Attribute	Sharesight	Smartkarma
Categories Which research workflows each platform targets	Shared: Watchlist, Blogs, Videos Unique: Portfolio, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, APIs & SDKs	Shared: Watchlist, Blogs, Videos Unique: Stock Ideas, Screeners, News, Alerts, Calendar, AI, Newsletters
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate	Stocks, ETFs, Bonds, Currencies, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	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.	Unique AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts. SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap. Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics. Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published. Research is distributed simultaneously on the platform, via alerts/email, and syndicated to Bloomberg Terminal. Additional investment tools include FX, rates and macroeconomic calendars, and crypto dashboards.
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 Sharesight and Smartkarma both support?

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

Do Sharesight and Smartkarma require subscriptions?

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

How can you access Sharesight and Smartkarma?

Both Sharesight and Smartkarma 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?

Sharesight differentiates itself with 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., whereas Smartkarma stands out for AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..

Keep exploring

Stay on top of related tools

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