★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Tradervue checked August 4, 2026
Tool Comparison
Sharesight vs Tradervue
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 care about performance attribution, downloadable tax reports, and capital gains estimator, things Tradervue doesn't offer
Pick Tradervue instead if
Tradervue
Free • From $26.96/mo · Web
- You care about data visualizations, something Sharesight doesn't offer
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.
What readers say
Sharesight
Vote once to reveal the community verdict.
Tradervue
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Sharesight
- Broader coverage
- Sharesight13 vs 5 categories
- API access
- Sharesight
- Free plan
- Both
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 | Free • From $26.96/mo |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 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 |
Where each one shines
What Sharesight and Tradervue each do best.ShowHide
Where each one shines
What Sharesight and Tradervue 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 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.
- Views for reviewing 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.
- Analysis of performance with 100+ advanced reports, drill-down analytics, and MFE/MAE metrics on paid plans.
Every detail we compared
Every tracked attribute for Sharesight and Tradervue, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and Tradervue, side by side.| 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 | CSVManual |
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.
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 | Free |
| Entry paid plan | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more | $26.96/mo“Silver Annual” |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | $29.95/mo“Silver” |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more | $39.96/mo“Gold Annual” |
| 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... | $49.95/mo“Gold” |
| Free trial | 14 days | 7 days |
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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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.