★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: TradeLog checked July 22, 2026
Tool Comparison
Sharesight vs TradeLog
Pick Sharesight if
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 TradeLog if
TradeLog
From $219/yr · Desktop
- You care about data visualizations, tax lots / lot optimization, and wash sale detection, things Sharesight doesn't offer
- 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 TradeLog cover a lot of the same ground (3 shared categories, portfolio, downloadable tax reports, and broker connectors), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to TradeLog's 6, including risk metrics, performance attribution, and capital gains estimator, plus a mobile app. TradeLog counters by keeping things simpler.
What readers say
Sharesight
Vote once to reveal the community verdict.
TradeLog
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Sharesight
- Broader coverage
- Sharesight13 vs 6 categories
- Mobile app
- Sharesight
- Desktop app
- TradeLog
- API access
- Sharesight
- Global coverage
- Sharesight
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 $219/yr |
Free tier | Yes | No |
Free trial | 14 days | 30 days |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | 9 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +7 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 | Supported broker file imports, BrokerConnect for selected brokers +3 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 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 4 signals: Broker sync, Tax lots +2 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit TradeLog |
Where each one shines
What Sharesight and TradeLog each do best.ShowHide
Where each one shines
What Sharesight and TradeLog each do best.What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
What TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for Sharesight and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: 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 | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActH&R Block |
Export formats | CSVPDF | PDF |
| 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 syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and 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.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 | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 |
| 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 | 30 days |
Questions we keep getting
What's the difference between Sharesight and TradeLog?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while TradeLog puts more weight on portfolio, data visualizations, and tax lots / lot optimization. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Sharesight or TradeLog free to use?
Sharesight has a free tier, so you can get started without paying anything. TradeLog 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 TradeLog?
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 TradeLog on my phone?
Sharesight lists a dedicated mobile app, so it travels better. TradeLog doesn't list a dedicated mobile app; its documented access is desktop.
Does Sharesight or TradeLog have an API?
Sharesight has an API for programmatic access and custom integrations. TradeLog doesn't, so you're working through its interface.
Should I choose Sharesight or TradeLog?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with TradeLog if you'd rather have data visualizations and tax lots / lot optimization. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and TradeLog cover?
Both cover stocks, ETFs, mutual funds, and bonds. Sharesight also handles funds, real estate, and other. TradeLog adds options, futures, and currencies on top.
Which covers international markets: Sharesight or TradeLog?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. TradeLog is more region-specific, mainly North America.
Can I export data from Sharesight and TradeLog?
Sharesight exports to CSV. TradeLog is stingier about getting data out.
Can Sharesight or TradeLog connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Sharesight or TradeLog better for day trading?
TradeLog 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 TradeLog?
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.