★ BEST INVESTING TOOLS COMPARISON ★

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Source check: TD Direct Investing checked July 17, 2026

Tool Comparison

Sharesight vs TD Direct Investing

Pick Sharesight if

Sharesight logo

Sharesight

sharesight.com

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 TD Direct Investing doesn't offer

Pick TD Direct Investing if

TD Direct Investing logo

TD Direct Investing

td.com

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 alternatives

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Our take

The bottom line

Sharesight and TD Direct Investing 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 TD Direct Investing's 5, including risk metrics, performance attribution, and capital gains estimator. TD Direct Investing counters by keeping things simpler.

What readers say

Sharesight

Vote once to reveal the community verdict.

TD Direct Investing

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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 the full side-by-side table

See for yourself

How they stack up

The side-by-side table: pricing, platforms, data, and coverage at a glance.
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Side-by-side comparison of Sharesight and TD Direct Investing
Attribute
Sharesight logo
Sharesight
TD Direct Investing logo
TD Direct Investing
Pricing & plans
Starting price
Free • Paid plans availableTransaction-priced · Fees vary by offer and jurisdiction
Free tier
YesNo
Free trial
14 days
Plan limits
14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more
Platforms & access
Web app
YesYes
Mobile app
YesYes
API access
YesNo
Broker sync
Yes
Integrations
Interactive Brokers, Trading 212 +4 more
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +6 more
Categories covered
135
Regions
North America, Europe, APAC, LatAm, Middle East, AfricaNorth 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 itVisit SharesightVisit TD Direct Investing

Where each one shines

What Sharesight and TD Direct Investing each do best.
Show
Sharesight logo

What Sharesight does best

  1. Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
  2. Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
  3. Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
  4. Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
  5. Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
TD Direct Investing logo

What TD Direct Investing does best

  1. Canadian and U.S. stocks at $9.99 standard or $7 Active Trader pricing.
  2. Eligible stock and ETF partial-share trades for $1.99.
  3. Options, mutual funds, bonds, GICs and other fixed income.
  4. Cash, margin and major Canadian registered account types.
  5. WebBroker, TD mobile app, Advanced Dashboard and research tools.

Every detail we compared

Every tracked attribute for Sharesight and TD Direct Investing, side by side.
Show
Attribute
Sharesight logo
Sharesight
TD Direct Investing logo
TD Direct Investing
Coverage & fit
Asset types
StocksETFsMutual FundsFundsBondsCryptosReal EstateOther
StocksETFsOptionsMutual FundsBonds
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
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
Countries: CAIdentifiers: Ticker and CUSIP
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
TD Waterhouse Canada Inc.Country: CanadaSupport: Phone

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.
Show
Plan-by-plan pricing comparison of Sharesight and TD Direct Investing
Tier
Sharesight logo
Sharesight
TD Direct Investing logo
TD Direct Investing
Free plan
Freeportfolios: 1 · holdings: 10 · +1 more
Entry paid plan
€7/moStarterportfolios: 1 · holdings: 30 · +1 more
Tier 2
€17/moStandardportfolios: 4 · holdings: Unlimited · +1 more
Tier 3
€23/moPremiumportfolios: 10 · holdings: Unlimited · +1 more
Top plan
€13.50/moBusinessmin portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month...
Free trial14 days

Questions we keep getting

What's the difference between Sharesight and TD Direct Investing?

Sharesight leans toward portfolio, risk metrics, and performance attribution, while TD Direct Investing 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 TD Direct Investing free to use?

Sharesight has a free tier, so you can get started without paying anything. TD Direct Investing is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.

Does Sharesight or TD Direct Investing have an API?

Sharesight has an API for programmatic access and custom integrations. TD Direct Investing doesn't, so you're working through its interface.

Should I choose Sharesight or TD Direct Investing?

It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with TD Direct Investing 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 TD Direct Investing cover?

Both cover stocks, ETFs, mutual funds, and bonds. Sharesight also handles funds, cryptos, and real estate. TD Direct Investing adds options on top.

Which covers international markets: Sharesight or TD Direct Investing?

Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. TD Direct Investing is more region-specific, mainly North America.

Can I export data from Sharesight and TD Direct Investing?

Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.

Can I track my portfolio with Sharesight or TD Direct Investing?

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.