Sharesight vs YCharts comparison

Sharesight focuses on Portfolio, Risk Metrics, and Performance Attribution while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 7 categories, so choose based on your preferred workflow and pricing.

Sharesight offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with Sharesight and upgrade later if you need more advanced features.

Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Sharesight has a mobile app so you can check your research on the go. YCharts is web-only, so you'll need a browser to access it from mobile devices.

Sharesight provides API access for programmatic data retrieval and custom integrations. YCharts doesn't currently offer an API, so you'll need to use their web interface.

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 YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Bonds, and Cryptos. Sharesight also includes Funds, Real Estate, and Other. YCharts adds coverage for Closed-End Funds.

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. YCharts requires manual portfolio entry or data import.

YCharts includes a stock screener for finding investment ideas. Sharesight focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.