Tool Comparison
Sharesight vs Testfol.io
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want portfolio, performance attribution, and downloadable tax reports.
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, correlation, and quant.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want portfolio, performance attribution, and downloadable tax reports.
Pick Testfol.io if
Testfol.io
Free • From $15/mo · Web
- You want backtesting, correlation, and quant.
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 Testfol.io cover a lot of the same ground (2 shared categories, risk metrics and compounding calculator), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Testfol.io's 5, including portfolio, performance attribution, and downloadable tax reports, plus a mobile app. Testfol.io counters by keeping things simpler.
What readers say
Sharesight
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Testfol.io
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Key differences at a glance
- Mobile app
- Sharesight
- Broader coverage
- Sharesight13 vs 5 categories
- API access
- Sharesight
- Asset coverage
- SharesightAdds funds and bonds
- Beginner friendly
- 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 Testfol.io does best
- Tools for building multi-asset portfolio backtests using ETFs, mutual funds, stocks, cashflow legs, and rebalancing controls such as rebalance bands.
- Review performance and risk statistics such as cumulative return, CAGR, money-weighted return, max drawdown, volatility, Sharpe, Sortino, and beta.
- Asset Analyzer for historical performance analysis and daily-return correlations.
- Testing tools for tactical allocation rules that swap between allocations using documented indicators, trading frequency, offsets, cashflows, benchmarks, and current-status views.
- Portfolio Optimizer searches for asset allocation and use choices based on user-provided inputs.
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 $15/mo |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 10 limits: Free (Anonymous): note: Some tools (e.g., Signal Analyzer) require sign-in., Pro: annual price usd: 150 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers, Trading 212 +4 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +2 more |
Categories covered | 13 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Latency: End of Day and Granularity: EOD |
Data partners | — | FRED |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | Rebalancing and Correlation |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Testfol.io |
Standout features
The best features of Sharesight and Testfol.io.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 Testfol.io does best
- Tools for building multi-asset portfolio backtests using ETFs, mutual funds, stocks, cashflow legs, and rebalancing controls such as rebalance bands.
- Review performance and risk statistics such as cumulative return, CAGR, money-weighted return, max drawdown, volatility, Sharpe, Sortino, and beta.
- Asset Analyzer for historical performance analysis and daily-return correlations.
- Testing tools for tactical allocation rules that swap between allocations using documented indicators, trading frequency, offsets, cashflows, benchmarks, and current-status views.
- Portfolio Optimizer searches for asset allocation and use choices based on user-provided inputs.
All details
Every attribute we track for Sharesight and Testfol.io.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | Not specified | FRED |
| 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 | CSV |
| 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 | RebalancingCorrelation |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Support: 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 | Free“Free (Anonymous)”note: Some tools (e.g., Signal Analyzer) require sign-in. |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $15/mo“Pro”annual price usd: 150 · annual monthly equivalent usd: 12.5 · +1 more |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $30/mo“Pro+”annual price usd: 300 · annual monthly equivalent usd: 25 · +3 more |
| Tier 3 | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 more | $960/yr≈ $80/mo“Max”billed: Annually |
| 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 Testfol.io?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Testfol.io puts more weight on backtesting, correlation, and risk metrics. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Testfol.io cost?
Good news: both Sharesight and Testfol.io 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 Testfol.io?
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 Testfol.io on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Testfol.io doesn't list a dedicated mobile app; its documented access is web.
Does Sharesight or Testfol.io have an API?
Sharesight has an API for programmatic access and custom integrations. Testfol.io doesn't, so you're working through its interface.
Should I choose Sharesight or Testfol.io?
It depends on what you're after. Pick Sharesight if portfolio and performance attribution matter to you; go with Testfol.io if you'd rather have backtesting and correlation. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Testfol.io cover?
Both cover stocks, ETFs, and mutual funds. Sharesight also handles funds, bonds, and cryptos.
Can I export data from Sharesight and Testfol.io?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Are Sharesight and Testfol.io 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 Testfol.io?
Sharesight handles portfolio tracking. Testfol.io is really a research tool; you'd track your portfolio elsewhere.
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