VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Sharesight checked August 23, 2026 · Stock Events checked September 30, 2026
Tool Comparison
Sharesight vs Stock Events
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want risk metrics, performance attribution, and downloadable tax reports.
- You've outgrown the basics and want pro-level depth
- Paid from
- $4.17/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want watchlist and calendar.
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want risk metrics, performance attribution, and downloadable tax reports.
- You've outgrown the basics and want pro-level depth
Pick Stock Events instead if
Stock Events
Free • From $49.99/yr · Web · Mobile · API
- You want watchlist and calendar.
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 Events cover a lot of the same ground (5 shared categories, including portfolio, dividends, and broker connectors), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Stock Events's 7, including risk metrics, performance attribution, and downloadable tax reports. Stock Events counters by keeping things simpler.
What readers say
Sharesight
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Stock Events
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Key differences at a glance
- Broader coverage
- Sharesight13 vs 7 categories
- 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 Events does best
- Manage holdings and transactions.
- Follow dividends, earnings, and economic events.
- Review portfolio income over time.
- Unlock deeper portfolio and dividend analysis.
- Pro automates watchlists and transactions.
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 $49.99/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 4 limits: Free: tracked stocks: 15, Free: ai messages per 24 hours: 5 +2 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Microsoft Excel and Google Sheets |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Dividend Investors +1 more |
Categories covered | 13 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | Broker sync and Wallet tracking |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Stock Events |
Standout features
The best features of Sharesight and Stock Events.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 Events does best
- Manage holdings and transactions.
- Follow dividends, earnings, and economic events.
- Review portfolio income over time.
- Unlock deeper portfolio and dividend analysis.
- Pro automates watchlists and transactions.
All details
Every attribute we track for Sharesight and Stock Events.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsCryptosCommodities |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersDividend InvestorsLong-term Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2Docs | Auth: APIKeyDocs |
Import methods | CSVBrokerOAuthManual | CSVManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Microsoft ExcelGoogle Sheets |
Export formats | CSVPDF | Not specified |
| 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 | Broker syncWallet tracking |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Stock Events GmbHSupport: 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 | Freetracked stocks: 15 · ai messages per 24 hours: 5 |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $49.99/yr≈ $4.17/mo“Pro”ai messages per 24 hours: 50 |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $7.99/mo“Pro”ai messages per 24 hours: 50 |
| 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 | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Sharesight and Stock Events?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Stock Events puts more weight on portfolio, watchlist, and dividends. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Stock Events cost?
Good news: both Sharesight and Stock Events have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Sharesight or Stock Events?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Do Sharesight and Stock Events have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Sharesight or Stock Events?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with Stock Events if you'd rather have watchlist and calendar. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Stock Events cover?
Both cover stocks, ETFs, and cryptos. Sharesight also handles mutual funds, funds, and bonds. Stock Events adds commodities on top.
Can I export data from Sharesight and Stock Events?
Sharesight exports to CSV. Stock Events is stingier about getting data out.
Can Sharesight or Stock Events 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 Events 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.
Can I track my portfolio with Sharesight or Stock Events?
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.