VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Sharesight View YCharts Back to Home

Head-to-head

Sharesight vs YCharts comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Sharesight adds Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Blogs, and Videos coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Scenario & Stress Tests, News, Alerts, Data APIs, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, and Sheets / Excel Add-ins 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..

YCharts is known for: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

Sharesight has a free tier, while YCharts requires a paid plan.

Sharesight ships a mobile app. YCharts is web/desktop only.

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.

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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YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

Web

API

Pricing

Subscription

Quick highlights

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Portfolio, Watchlist, and Performance Attribution plus 3 more areas.

Where they differ

Sharesight

Distinct strengths include:

Downloadable Tax Reports

Capital Gains Estimator

Dividend Tax / ADR Withholding

Blogs

Videos

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).

YCharts

Distinct strengths include:

Scenario & Stress Tests

News

Alerts

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

Attribute	Sharesight	YCharts
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Broker Connectors, APIs & SDKs Unique: Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Blogs, Videos	Shared: Portfolio, Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Broker Connectors, APIs & SDKs Unique: Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Scenario & Stress Tests, News, Alerts, Data APIs, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate	Stocks, ETFs, Mutual Funds, Closed-End Funds
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, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique 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). Imports via broker trade‑confirmation emails, CSV/XLS bulk uploads, and direct connections for selected brokers; Xero sync for accounting.	Unique Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators. Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds). Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
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 YCharts both support?

Both platforms cover Portfolio, Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Broker Connectors, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Sharesight offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Sharesight ships a dedicated mobile experience, while YCharts focuses on web or desktop access.

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 YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

Keep exploring

Stay on top of related tools

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