Sharesight adds Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, APIs & SDKs, Blogs, and Videos coverage that Yahoo Finance skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Sharesight vs Yahoo Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Yahoo Finance includes Screeners, News, Alerts, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, and Education categories that Sharesight omits.
Sharesight highlights: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
Sharesight
sharesight.com
Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.
Categories
Platforms
Web
Mobile
API
Pricing
Free
Subscription
Quick highlights
- Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
- Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
- Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
- Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
- Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).
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Yahoo Finance
finance.yahoo.com
Hands-on review
One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
- Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.
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Overlap
Shared focus areas
2 overlapsMutual strengths include Portfolio, and Watchlist.
Where they differ
Sharesight
Distinct strengths include:
Performance Attribution
Risk Metrics (VaR/ES/Drawdown)
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding
Broker Connectors
APIs & SDKs
Blogs
- Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
- Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
- Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
- Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Yahoo Finance
Distinct strengths include:
Screeners
News
Alerts
Calendar
Data Visualizations
Financials
Analyst Recommendations
Analyst Price Targets
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Feature-by-feature breakdown
| Attribute | Sharesight | Yahoo Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Watchlist Unique: Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, APIs & SDKs, Blogs, Videos | Shared: Portfolio, Watchlist Unique: Screeners, News, Alerts, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate | Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds |
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, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Sharesight and Yahoo Finance both support?
Both platforms cover Portfolio, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Sharesight and Yahoo Finance require subscriptions?
Both Sharesight and Yahoo Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Sharesight and Yahoo Finance?
Both Sharesight and Yahoo Finance support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Sharesight differentiates itself with Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., whereas Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Portfolio
See all tools covering this theme.
Watchlist
See all tools covering this theme.
Performance Attribution
See all tools covering this theme.
Risk Metrics (VaR/ES/Drawdown)
See all tools covering this theme.
Downloadable Tax Reports
See all tools covering this theme.
Capital Gains Estimator
See all tools covering this theme.
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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.