Tool Comparison
Sharesight vs Tradervue
- 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 performance attribution, downloadable tax reports, and capital gains estimator.
- Paid from
- $29.95/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want data visualizations.
Start here
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 performance attribution, downloadable tax reports, and capital gains estimator.
Pick Tradervue instead if
Tradervue
Free • From $29.95/mo · Web
- You want data visualizations.
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 Tradervue cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and broker connectors), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Tradervue's 5, including performance attribution, downloadable tax reports, and capital gains estimator, plus a mobile app. Tradervue counters by keeping things simpler.
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Sharesight
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Key differences at a glance
- Mobile app
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 5 categories
- API access
- 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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
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 $29.95/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 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, TD Ameritrade / thinkorswim +5 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 13 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 3 signals: Granularity: Minute and EOD, Adjustments: Splits +1 more |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | Broker sync |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Tradervue |
Standout features
The best features of Sharesight and Tradervue.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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
All details
Every attribute we track for Sharesight and Tradervue.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | MinuteEOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVManualBrokerOAuth |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Interactive BrokersTD Ameritrade / thinkorswimE*TRADELightspeedRobinhoodDAS Trader ProSterling Trader Pro |
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 | Broker sync |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | SureSwift Capital, Inc.Support: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
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 |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $29.95/mo“Silver” |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $49.95/mo“Gold” |
| Tier 3 | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 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... | — |
| Free trial | 14 days | — |
Alternatives
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Questions we keep getting
What's the difference between Sharesight and Tradervue?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Tradervue puts more weight on portfolio, risk metrics, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Tradervue cost?
Good news: both Sharesight and Tradervue have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Sharesight or Tradervue on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Tradervue doesn't list a dedicated mobile app; its documented access is web.
Does Sharesight or Tradervue have an API?
Sharesight has an API for programmatic access and custom integrations. Tradervue doesn't, so you're working through its interface.
Should I choose Sharesight or Tradervue?
It depends on what you're after. Pick Sharesight if performance attribution and downloadable tax reports matter to you; go with Tradervue if you'd rather have data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Tradervue cover?
Both cover stocks and ETFs. Sharesight also handles mutual funds, funds, and bonds. Tradervue adds options, futures, and currencies on top.
Can I export data from Sharesight and Tradervue?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or Tradervue connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Sharesight or Tradervue?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.