Tool Comparison
Sharesight vs Wise (Interest & Stocks)
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want portfolio, risk metrics, and performance attribution.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want portfolio, risk metrics, and performance attribution.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Wise (Interest & Stocks) instead if
Wise (Interest & Stocks)
Free · Web · Mobile · API
- Go this way if it's completely free.
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 Wise (Interest & Stocks) cover a lot of the same ground (3 shared categories, downloadable tax reports, wealth management, and APIs & data feeds), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Wise (Interest & Stocks)'s 3, including portfolio, risk metrics, and performance attribution. Wise (Interest & Stocks) counters by being completely free.
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Key differences at a glance
- Broker sync
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 3 categories
- 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 Wise (Interest & Stocks) does best
- Wise Interest in eligible UK and EEA markets where balances are allocated to government money-market funds, with capital at risk.
- U.S.
- Investment access for available balances or jars through Stocks where eligible, using a selected index fund rather than choosing individual stocks or ETFs.
- Stocks uses BlackRock iShares World Equity Index Fund in eligible UK and EEA markets and LionGlobal Infinity Global Stock Index Fund in Singapore; US residents and taxpayers cannot currently open it.
- Review regional fee tables before using Stocks, including Wise service fees and embedded fund manager fees that differ by market.
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 |
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 | Yes |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers, Trading 212 +4 more | Xero and QuickBooks |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 13 | 3 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe, North America, APAC, LatAm |
| 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 | Status page |
| Try it | Visit Sharesight | Visit Wise (Interest & Stocks) |
Standout features
The best features of Sharesight and Wise (Interest & Stocks).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 Wise (Interest & Stocks) does best
- Wise Interest in eligible UK and EEA markets where balances are allocated to government money-market funds, with capital at risk.
- U.S.
- Investment access for available balances or jars through Stocks where eligible, using a selected index fund rather than choosing individual stocks or ETFs.
- Stocks uses BlackRock iShares World Equity Index Fund in eligible UK and EEA markets and LionGlobal Infinity Global Stock Index Fund in Singapore; US residents and taxpayers cannot currently open it.
- Review regional fee tables before using Stocks, including Wise service fees and embedded fund manager fees that differ by market.
All details
Every attribute we track for Sharesight and Wise (Interest & Stocks).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | Mutual FundsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | EuropeNorth AmericaAPACLatAm |
Coverage details | Identifiers: Ticker | 22 countriesIdentifiers: ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2Docs | Auth: OAuth2Webhooks |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | XeroQuickBooks |
Export formats | CSVPDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Status page |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Not specified |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Wise plcCountry: United KingdomFounded 2011Support: Email, Chat, and Phone |
Curation ratings | Not specified | Methodology 3/5Reliability 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 | — |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | — |
| 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 | — |
Questions we keep getting
What's the difference between Sharesight and Wise (Interest & Stocks)?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Wise (Interest & Stocks) puts more weight on wealth management, downloadable tax reports, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Wise (Interest & Stocks) cost?
Good news: both Sharesight and Wise (Interest & Stocks) have free plans, so you can run them side by side and only pay if you hit a wall.
Do Sharesight and Wise (Interest & Stocks) have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Sharesight or Wise (Interest & Stocks)?
It depends on what you're after. Pick Sharesight if portfolio and risk metrics matter to you; go with Wise (Interest & Stocks) if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Wise (Interest & Stocks) cover?
Both cover mutual funds. Sharesight also handles stocks, ETFs, and funds. Wise (Interest & Stocks) adds currencies on top.
Can I export data from Sharesight and Wise (Interest & Stocks)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or Wise (Interest & Stocks) connect to my broker?
Sharesight syncs with brokers automatically. With Wise (Interest & Stocks), you're entering holdings by hand or importing files.
Can I track my portfolio with Sharesight or Wise (Interest & Stocks)?
Sharesight handles portfolio tracking. Wise (Interest & Stocks) is really a research tool; you'd track your portfolio elsewhere.
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