VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Saturday, December 27, 2025

Tool Comparison

Sharesight vs Tradervue comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Sharesight adds Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Wealth Management, Client & Investor Reporting, Client Portal & Mobile App, Data APIs, and Alerts coverage that Tradervue skips.

Tradervue includes Data Visualizations categories that Sharesight omits.

Sharesight ships a mobile app. Tradervue is web/desktop only.

In depth comparison

Sharesight

sharesight.com

Freemium global multi‑asset portfolio & dividend tracker for DIY investors and advisory firms. Tracks listed and unlisted investments across 60+ markets with performance, dividend and tax reporting. EU personal plans (Free → Premium) gate portfolios/holdings/custom groups, while Business offers per‑portfolio pricing for accountants, advisers and family offices. Advanced reports such as Diversity, Exposure, Contribution Analysis and Drawdown Risk are only available on paid tiers.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.
Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.
Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing.

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Tradervue

tradervue.com

A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Free plan includes up to 30 grouped trades per month.

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Where they differ

Sharesight

Distinct strengths include:

Performance Attribution Downloadable Tax Reports Capital Gains Estimator Dividend Tax / ADR Withholding Dividend Compounding Calculator Wealth Management Client & Investor Reporting

Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.
Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.
Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.

Tradervue

Distinct strengths include:

Data Visualizations

Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.

Feature-by-feature breakdown

Attribute	Sharesight	Tradervue
Categories Which research workflows each platform targets	Shared: Portfolio, Risk Metrics, Broker Connectors, APIs & SDKs Unique: Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Wealth Management, Client & Investor Reporting, Client Portal & Mobile App, Data APIs, Alerts	Shared: Portfolio, Risk Metrics, Broker Connectors, APIs & SDKs Unique: Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Bonds, Cryptos, Real Estate, Other	Stocks, ETFs, Options, Futures, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities. Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting. Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing. Multi‑currency support that automatically converts foreign holdings into the portfolio’s base currency and provides dedicated multi‑currency valuation and FX impact reporting.	Unique Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute. TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold). Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers). Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates. Free plan includes up to 30 grouped trades per month. Over 100 advanced reports and drill-down analytics, including MFE/MAE metrics on paid plans.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Sharesight and Tradervue both support?

Both platforms cover Portfolio, Risk Metrics, Broker Connectors, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Sharesight and Tradervue require subscriptions?

Both Sharesight and Tradervue keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Sharesight ships a dedicated mobile experience, while Tradervue focuses on web or desktop access.

What unique strengths set the two platforms apart?

Sharesight differentiates itself with Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., whereas Tradervue stands out for Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

Keep exploring

Stay on top of related tools

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