Sharesight vs Wise (Interest & Stocks) comparison

Sharesight focuses on Portfolio, Risk Metrics, and Performance Attribution while Wise (Interest & Stocks) specializes in Wealth Management, Downloadable Tax Reports, and APIs & SDKs. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Sharesight and Wise (Interest & Stocks) offer free plans. You can try each platform without commitment and only pay when you need premium features.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Sharesight if you need 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., and 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.. Go with Wise (Interest & Stocks) if Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., and Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically. better fits how you invest.

Both cover Mutual Funds. Sharesight also includes Stocks, ETFs, Funds, Bonds, Cryptos, Real Estate, and Other. Wise (Interest & Stocks) adds coverage for Currencies.

Both platforms let you export data to spreadsheets (CSV, and PDF). This is useful for custom analysis or record-keeping.

Sharesight connects with brokers for portfolio syncing. Wise (Interest & Stocks) requires manual portfolio entry or data import.

Sharesight offers portfolio tracking features. Wise (Interest & Stocks) is more focused on research and analysis.