Tool Comparison
Sharesight vs Yahoo Finance
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want risk metrics, performance attribution, and downloadable tax reports.
- Paid from
- $7.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want news, calendar, and watchlist.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You want risk metrics, performance attribution, and downloadable tax reports.
Pick Yahoo Finance if
Yahoo Finance
Free • From $95.40/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want news, calendar, and watchlist.
Already use these? The faster win is ranked stock ideas or the free-tools shortlist.
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 Yahoo Finance cover a lot of the same ground (3 shared categories, portfolio, dividends, and alerts), so for the basics you won't go far wrong with either. Yahoo Finance simply does more: 22 categories to Sharesight's 13, including news, calendar, and watchlist. Sharesight counters by being completely free.
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Key differences at a glance
- Real-time data
- Yahoo Finance
- Broader coverage
- Yahoo Finance22 vs 13 categories
- API access
- Sharesight
- 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 Yahoo Finance does best
- Tracking stocks, ETFs, mutual funds, options, futures, currencies, commodities, crypto, and indices from a widely used web and mobile product.
- Quote pages for charts, financial statements, valuation ratios, analyst estimates, ratings, price targets, news, SEC filings, transcripts, holders, insider transactions, dividends, and ESG data where available.
- Tools for building watchlists and portfolios with manual lots, cash transactions, dividend tracking, fantasy holdings, CSV import/export, and supported brokerage-linked portfolios.
- Monitor market news, trending tickers, earnings, IPOs, splits, other market events, and quote-page analysis from one familiar finance homepage.
- Yahoo Finance stock screeners and charting for basic idea generation, symbol comparison, indicators, and multi-symbol chart workflows.
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 • From $95.40/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 13 limits: Free: data use: Yahoo states Finance data is informational only and not intended for..., Bronze (Monthly): billing notes: Billed monthly at $9.95. +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Plaid and Yodlee |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 13 | 22 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 3 signals: Latency: Real-time and 15-min Delayed, Granularity: EOD +1 more |
Data partners | — | 15 partners: ICE Data Services, CoinMarketCap +13 more |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 4 signals: Universe builder, Broker sync +2 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit Yahoo Finance |
Standout features
The best features of Sharesight and Yahoo Finance.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 Yahoo Finance does best
- Tracking stocks, ETFs, mutual funds, options, futures, currencies, commodities, crypto, and indices from a widely used web and mobile product.
- Quote pages for charts, financial statements, valuation ratios, analyst estimates, ratings, price targets, news, SEC filings, transcripts, holders, insider transactions, dividends, and ESG data where available.
- Tools for building watchlists and portfolios with manual lots, cash transactions, dividend tracking, fantasy holdings, CSV import/export, and supported brokerage-linked portfolios.
- Monitor market news, trending tickers, earnings, IPOs, splits, other market events, and quote-page analysis from one familiar finance homepage.
- Yahoo Finance stock screeners and charting for basic idea generation, symbol comparison, indicators, and multi-symbol chart workflows.
All details
Every attribute we track for Sharesight and Yahoo Finance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsOptionsFuturesCommoditiesCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsDividend InvestorsGrowth InvestorsValue Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min Delayed |
Data granularity | EOD | EOD |
Data partners | Not specified | ICE Data ServicesCoinMarketCapMorningstarS&P Global Market IntelligenceLSEG Data & AnalyticsWall Street Horizon (TMX)Commodity Systems, Inc.Vickers+7 more |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVManualBrokerOAuth |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | PlaidYodlee |
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 | Universe builderBroker syncPortfolio attributionTax lots |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Yahoo |
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 | Freedata use: Yahoo states Finance data is informational only and not intended for... |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $95.40/yr≈ $7.95/mo“Bronze (Annual)”billing notes: Billed $95.40 yearly ($7.95/month equivalent). · availability: The US subscription page requires a US bank card. |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $9.95/mo“Bronze (Monthly)”billing notes: Billed monthly at $9.95. · availability: The US subscription page requires a US bank card. |
| Tier 3 | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 more | $239.40/yr≈ $19.95/mo“Silver (Annual)”billing notes: Billed $239.40 yearly ($19.95/month equivalent). · availability: The US subscription page requires a US bank card. |
| Tier 4 | €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... | $24.95/mo“Silver (Monthly)”billing notes: Billed monthly at $24.95. · availability: The US subscription page requires a US bank card. |
| Tier 5 | — | $479.40/yr≈ $39.95/mo“Gold (Annual)”billing notes: Billed $479.40 yearly ($39.95/month equivalent) after the 7-day free... · availability: The US subscription page requires a US bank card. |
| Top plan | — | $49.95/mo“Gold (Monthly)”billing notes: Billed monthly at $49.95 after the 7-day free trial. · availability: The US subscription page requires a US bank card. |
| Free trial | 14 days | 7 days |
Free alternatives
Questions we keep getting
What's the difference between Sharesight and Yahoo Finance?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Yahoo Finance puts more weight on news, alerts, and calendar. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Yahoo Finance cost?
Good news: both Sharesight and Yahoo Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Does Sharesight or Yahoo Finance have an API?
Sharesight has an API for programmatic access and custom integrations. Yahoo Finance doesn't, so you're working through its interface.
Should I choose Sharesight or Yahoo Finance?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with Yahoo Finance if you'd rather have news and calendar. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Yahoo Finance cover?
Both cover stocks, ETFs, mutual funds, and cryptos. Sharesight also handles funds, bonds, and real estate. Yahoo Finance adds options, futures, and commodities on top.
Does Sharesight or Yahoo Finance have real-time data?
Yahoo Finance offers real-time data, which matters if you trade actively. Sharesight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Sharesight and Yahoo Finance?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or Yahoo Finance connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Sharesight and Yahoo Finance good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Sharesight or Yahoo Finance?
Yahoo Finance has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Sharesight or Yahoo Finance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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