VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Sharesight vs StreamXLS
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick StreamXLS instead if
StreamXLS
From $590/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want sheets / excel add-ins and custom dashboards.
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 StreamXLS cover a lot of the same ground (2 shared categories, portfolio and broker connectors), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to StreamXLS's 4, including risk metrics, performance attribution, and downloadable tax reports, plus a mobile app. StreamXLS counters by keeping things simpler.
What readers say
Sharesight
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StreamXLS
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Key differences at a glance
- Free plan
- Sharesight
- Broader coverage
- Sharesight13 vs 4 categories
- Mobile app
- Sharesight
- Desktop app
- StreamXLS
- API access
- Sharesight
- Real-time data
- StreamXLS
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 | From $590/yr |
Free tier | Yes | No |
Free trial | 14 days | 30 days |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | 15 limits: 30-Day Full-Featured Trial: duration days: 30, Personal Monthly: licensed machines: 1 +13 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Microsoft Excel for Windows, Interactive Brokers Trader Workstation +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 13 | 4 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Latency: Streaming, Real-time, and 15-min Delayed |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | — |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit StreamXLS |
Where each one shines
What Sharesight and StreamXLS each do best.ShowHide
Where each one shines
What Sharesight and StreamXLS each do best.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 StreamXLS does best
- Use native Excel RTD formulas to stream IBKR market quotes, account values, positions, live P&L, and open orders into a workbook.
- Connect locally to Trader Workstation or IB Gateway through the user's own TWS API installation and IBKR account.
- Work with stocks, futures, options, and FX supported by the documented contract syntax and the user's IBKR permissions.
- Monitor multiple IBKR accounts and multiple Excel instances on one licensed Windows machine.
- Reuse and deduplicate identical RTD topics, buffer updates while Excel is busy, and resubscribe after supported reconnect scenarios.
Every detail we compared
Every tracked attribute for Sharesight and StreamXLS, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and StreamXLS, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min Delayed |
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 | Microsoft Excel for WindowsInteractive Brokers Trader WorkstationInteractive Brokers GatewayInteractive Brokers TWS API |
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 | Not specified |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | StreamXLS LLCCountry: United StatesSupport: Email |
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 | $590/yr≈ $49.17/mo“Personal Annual”annual price usd: 590 · licensed machines: 1 · +1 more |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | $59/mo“Personal Monthly”licensed machines: 1 · named users: 1 |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more | $1950/yr≈ $162.50/mo“Professional Annual”annual price usd: 1,950 · licensed machines: 1 · +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... | $195/mo“Professional Monthly”licensed machines: 1 · named users: 1 |
| Free trial | 14 days | 30 days |
Questions we keep getting
What's the difference between Sharesight and StreamXLS?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while StreamXLS puts more weight on sheets / excel add-ins, broker connectors, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Sharesight or StreamXLS free to use?
Sharesight has a free tier, so you can get started without paying anything. StreamXLS 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 StreamXLS?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Sharesight or StreamXLS on my phone?
Sharesight lists a dedicated mobile app, so it travels better. StreamXLS doesn't list a dedicated mobile app; its documented access is desktop.
Does Sharesight or StreamXLS have an API?
Sharesight has an API for programmatic access and custom integrations. StreamXLS doesn't, so you're working through its interface.
Should I choose Sharesight or StreamXLS?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with StreamXLS if you'd rather have sheets / excel add-ins and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and StreamXLS cover?
Both cover stocks. Sharesight also handles ETFs, mutual funds, and funds. StreamXLS adds options, futures, and currencies on top.
Does Sharesight or StreamXLS have real-time data?
StreamXLS 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 StreamXLS?
Sharesight exports to CSV. StreamXLS is stingier about getting data out.
Can Sharesight or StreamXLS connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Sharesight or StreamXLS better for day trading?
StreamXLS is the one positioned more for active traders. Sharesight is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Sharesight or StreamXLS?
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.