★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
Sharesight vs Wealthsimple
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about risk metrics, performance attribution, and capital gains estimator, things Wealthsimple doesn't offer
Pick Wealthsimple if
Wealthsimple
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage, watchlist, and options, things Sharesight doesn't offer
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 Wealthsimple cover a lot of the same ground (2 shared categories, portfolio and downloadable tax reports), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Wealthsimple's 5, including risk metrics, performance attribution, and capital gains estimator. Wealthsimple counters by keeping things simpler.
What readers say
Sharesight
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Wealthsimple
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Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 5 categories
- 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 | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers, Trading 212 +4 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 |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | — |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Wealthsimple |
Where each one shines
What Sharesight and Wealthsimple each do best.ShowHide
Where each one shines
What Sharesight and Wealthsimple each do best.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 Wealthsimple does best
- Canadian and U.S. listed stocks and ETFs with $0 stated online commission.
- Supported stock and ETF fractional market orders from $1.
- TFSA, FHSA, RRSP, spousal RRSP, RRIF, LIRA, LIF, RESP and non-registered trading accounts.
- CAD and optional USD accounts with separate currency-conversion rules.
- Listed equity and ETF options with $0 standard contract fees, subject to specialized charges.
Every detail we compared
Every tracked attribute for Sharesight and Wealthsimple, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and Wealthsimple, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsOptionsCommodities |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: CAIdentifiers: 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 | Not specified |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Not specified |
Export formats | CSVPDF | CSVPDF |
| 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 | Not specified |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Wealthsimple Investments Inc.Country: CanadaSupport: Chat, Phone, and Email |
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“Core self-directed brokerage” |
| Entry paid plan | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more | CAD 10/mo“Core USD accounts” |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | — |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 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 | — |
Questions we keep getting
What's the difference between Sharesight and Wealthsimple?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Wealthsimple puts more weight on brokerage, portfolio, and watchlist. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Sharesight or Wealthsimple free to use?
Sharesight has a free tier, so you can get started without paying anything. Wealthsimple is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Does Sharesight or Wealthsimple have an API?
Sharesight has an API for programmatic access and custom integrations. Wealthsimple doesn't, so you're working through its interface.
Should I choose Sharesight or Wealthsimple?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with Wealthsimple if you'd rather have brokerage and watchlist. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Wealthsimple cover?
Both cover stocks and ETFs. Sharesight also handles mutual funds, funds, and bonds. Wealthsimple adds options and commodities on top.
Which covers international markets: Sharesight or Wealthsimple?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Wealthsimple is more region-specific, mainly North America.
Can I export data from Sharesight and Wealthsimple?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can I track my portfolio with Sharesight or Wealthsimple?
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.