★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Sharesight vs Stock Analysis
Pick Sharesight if
Sharesight
Best for performance attribution and downloadable tax reports
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You care about performance attribution, downloadable tax reports, and capital gains estimator, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Best for stock ideas and screeners
Free • From $79/yr · Web · Mobile · 84% positive (44 votes)
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and ETF screeners, things Sharesight doesn't offer
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Sharesight and Stock Analysis cover a lot of the same ground (5 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: 27 categories to Sharesight's 13, including stock ideas, screeners, and ETF screeners. Sharesight counters by being completely free.
Key differences at a glance
- Real-time data
- Stock Analysis
- Free trial
- Sharesight14 days
- Broader coverage
- Stock Analysis27 vs 13 categories
- API access
- Sharesight
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | 11 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +9 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 | 27 |
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 | Encryption in transit |
| Try it | Visit Sharesight | Visit Stock Analysis |
Standout features
What Sharesight does best
- Track listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Measure portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Track 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 Stock Analysis does best
- Research 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Start market research from news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screen 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.
- Open 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.
- Track 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.
Data & access 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 | Encryption in transit |
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 breakdown
Free
Lower starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +1 more
- portfolios: 1
- holdings: 30
- +1 more
- portfolios: 4
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- min portfolios: 5
- tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month...
$79/yr
Starting price
Plans & pricing
- ads: Yes
- exports: Limited compared with Pro/Unlimited
- +1 more
- stocks per watchlist: 100
- active alerts: 100
- +3 more
- downloads: Unlimited
- stocks per watchlist: Unlimited
- +1 more
Coverage overlap
Shared categories
5Where the two tools cover the same ground.
Sharesight strengths
8Stock Analysis strengths
22What you only get with Stock Analysis.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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 5 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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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.