Tool Comparison
Sharesight vs Stock Analysis
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want performance attribution, downloadable tax reports, and capital gains estimator.
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
Use code JERA
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You want performance attribution, downloadable tax reports, and capital gains estimator.
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
Use code JERA
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 Stock Analysis cover a lot of the same ground (6 shared categories, including portfolio, risk metrics, and dividends), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Sharesight's 13, including stock ideas, screeners, and ETF screeners. Sharesight counters by being completely free.
What readers say
Sharesight
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Stock Analysis
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Key differences at a glance
- Real-time data
- Stock Analysis
- Free trial
- Sharesight14 days
- Broader coverage
- Stock Analysis32 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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
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 $79/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 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 | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +8 more |
Categories covered | 13 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Stock Analysis |
Standout features
The best features of Sharesight and Stock Analysis.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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for Sharesight and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | ManualCSVBrokerOAuth |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | CSVPDF | CSVExcel |
| 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 | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Vefir ehf.Country: IcelandFounded 2019Support: 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 | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 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 | — |
Free alternatives
Questions we keep getting
What's the difference between Sharesight and Stock Analysis?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Stock Analysis cost?
Good news: both Sharesight and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Does Sharesight or Stock Analysis have an API?
Sharesight has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose Sharesight or Stock Analysis?
It depends on what you're after. Pick Sharesight if performance attribution and downloadable tax reports matter to you; go with Stock Analysis 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 Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and funds. Sharesight also handles bonds, cryptos, and real estate. Stock Analysis adds closed-end funds on top.
Does Sharesight or Stock Analysis have real-time data?
Stock Analysis offers real-time data, which matters if you trade actively. Sharesight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Sharesight and Stock Analysis?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or Stock Analysis connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Sharesight and Stock Analysis 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 Stock Analysis?
Stock Analysis has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Sharesight or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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