Tool Comparison
Sharesight vs TradeBB
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 risk metrics, performance attribution, and downloadable tax reports.
Pick TradeBB if
TradeBB
Free • From $240/yr, billed annually · Web
- You want data visualizations, AI research, and AI chat.
- You trade often and need tooling built for speed
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 TradeBB 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 TradeBB's 5, including risk metrics, performance attribution, and downloadable tax reports, plus a mobile app. TradeBB counters by keeping things simpler.
What readers say
Sharesight
No votes yet. Cast the first one.
TradeBB
No votes yet. Cast the first one.
Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 5 categories
- API access
- Sharesight
- Free plan
- Both
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 $240/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 6 limits: Free: active broker accounts: 1, Free: ai credits: 0 +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Interactive Brokers, Charles Schwab +12 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, 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 | — |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | Broker sync |
Security | 5 signals: SOC2, Data residency: Other +3 more | 3 signals: Encryption at rest, Encryption in transit +1 more |
| Try it | Visit Sharesight | Visit TradeBB |
Standout features
The best features of Sharesight and TradeBB.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 TradeBB does best
- Journal stocks, options, futures, forex, and other supported trades in one web workspace.
- Import support for trades through selected read-only broker connections or trade file uploads when direct sync is not available.
- Review performance metrics such as gross and net P&L, net return, drawdown, win rate, profit factor, expectancy, trading costs, and time-based reports where available.
- Standardized trade-log fields for symbol, side, entry and exit time, prices, quantity, net P&L, return, duration, winners, losers, and open-trade summaries.
- Review daily performance through a Daily Journal workflow with per-day stats and add/view journal entries.
All details
Every attribute we track for Sharesight and TradeBB.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailDay TradersSwing Traders |
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 | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Interactive BrokersCharles SchwabFidelityTradeStationTradovateNinjaTraderRobinhoodWebull+6 more |
Export formats | CSVPDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Encryption at restEncryption in transitRole-based access |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Broker sync |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | TradeBBSupport: Email and Forum |
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 | Freeactive broker accounts: 1 · ai credits: 0 |
| Entry paid plan | €9.33/moBilled monthly“Starter”portfolios: 1 · holdings: 30 · +2 more | $240/yrBilled annually≈ $20/mo“TradeBB Pro (Annual)”active broker accounts: 10 · ai credits per month: 5,000 |
| Tier 2 | €22.67/moBilled monthly“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $29/moBilled monthly“TradeBB Pro (Monthly)”active broker accounts: 10 · ai credits per month: 5,000 |
| Tier 3 | €30.67/moBilled monthly“Premium”portfolios: 10 · holdings: Unlimited · +2 more | — |
| Top plan | €13.50/moBilled monthly“Business”min portfolios: 5 · tiers: 5-19: €13.5; 20-49: €12; 50-99: €10.5; 100+: €9.2 per portfolio month... | — |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Sharesight and TradeBB?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while TradeBB puts more weight on portfolio, data visualizations, and broker connectors. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and TradeBB cost?
Good news: both Sharesight and TradeBB have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Sharesight or TradeBB on my phone?
Sharesight lists a dedicated mobile app, so it travels better. TradeBB doesn't list a dedicated mobile app; its documented access is web.
Does Sharesight or TradeBB have an API?
Sharesight has an API for programmatic access and custom integrations. TradeBB doesn't, so you're working through its interface.
Should I choose Sharesight or TradeBB?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with TradeBB if you'd rather have data visualizations and AI research. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and TradeBB cover?
Both cover stocks. Sharesight also handles ETFs, mutual funds, and funds. TradeBB adds options, futures, and currencies on top.
Can I export data from Sharesight and TradeBB?
Sharesight exports to CSV. TradeBB is stingier about getting data out.
Can Sharesight or TradeBB connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Sharesight or TradeBB better for day trading?
TradeBB 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 TradeBB?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.