★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: SoFi Invest checked July 17, 2026
Tool Comparison
Sharesight vs SoFi Invest
Pick Sharesight if
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 SoFi Invest doesn't offer
Pick SoFi Invest if
SoFi Invest
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage, watchlist, and options, 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 SoFi Invest cover a lot of the same ground (2 shared categories, portfolio and downloadable tax reports), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to SoFi Invest's 5, including risk metrics, performance attribution, and capital gains estimator. SoFi Invest counters by keeping things simpler.
What readers say
Sharesight
Vote once to reveal the community verdict.
SoFi Invest
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
- Global coverage
- Sharesight
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 | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | Yes | No |
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 | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers, Trading 212 +4 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 13 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | — |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit SoFi Invest |
Where each one shines
What Sharesight and SoFi Invest each do best.ShowHide
Where each one shines
What Sharesight and SoFi Invest 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 SoFi Invest does best
- Online U.S. stock, ETF, and listed-options trading with $0 stated commissions.
- More than 4,000 eligible stock and ETF fractions starting at $5.
- Individual, joint, community-property, tenancy-by-entirety, and eligible IRA registrations.
- Mutual funds, interval funds, and tender-offer funds with product-specific transaction costs.
- Recurring deposits, portfolio monitoring, watchlists, and integrated SoFi app access.
Every detail we compared
Every tracked attribute for Sharesight and SoFi Invest, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and SoFi Invest, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsOptionsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Not specified |
Export formats | CSVPDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Not specified |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | SoFi Securities LLCCountry: United StatesSupport: Phone and Chat |
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 | — |
| Entry paid plan | €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 Sharesight and SoFi Invest?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while SoFi Invest puts more weight on brokerage, portfolio, and watchlist. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Sharesight or SoFi Invest free to use?
Sharesight has a free tier, so you can get started without paying anything. SoFi Invest is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Sharesight or SoFi Invest?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Sharesight or SoFi Invest have an API?
Sharesight has an API for programmatic access and custom integrations. SoFi Invest doesn't, so you're working through its interface.
Should I choose Sharesight or SoFi Invest?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with SoFi Invest if you'd rather have brokerage and watchlist. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and SoFi Invest cover?
Both cover stocks, ETFs, and mutual funds. Sharesight also handles funds, bonds, and cryptos. SoFi Invest adds options on top.
Which covers international markets: Sharesight or SoFi Invest?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. SoFi Invest is more region-specific, mainly North America.
Can I export data from Sharesight and SoFi Invest?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can I track my portfolio with Sharesight or SoFi Invest?
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.