Tool Comparison
Sharesight vs YCharts
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
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 YCharts cover a lot of the same ground (7 shared categories, including portfolio, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Sharesight's 13, including screeners, stock comparison, and ETF comparison. Sharesight counters by being completely free.
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Key differences at a glance
- Free plan
- Sharesight
- Broader coverage
- YCharts20 vs 13 categories
- Mobile app
- Sharesight
- Desktop app
- YCharts
- API access
- Sharesight
- Beginner friendly
- Sharesight
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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
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 | From $3000/yr |
Free tier | Yes | No |
Free trial | 14 days | 7 days |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 13 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Sharesight | Visit YCharts |
Standout features
The best features of Sharesight and YCharts.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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for Sharesight and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVCustodianManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVPDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
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 | — |
| Entry paid plan | €9.33/mo“Starter”portfolios: 1 · holdings: 30 · +2 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | €22.67/mo“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Tier 3 | €30.67/mo“Premium”portfolios: 10 · holdings: Unlimited · +2 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| 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... | — |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Sharesight and YCharts?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Sharesight or YCharts free to use?
Sharesight has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Sharesight or YCharts?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Sharesight or YCharts on my phone?
Sharesight lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Does Sharesight or YCharts have an API?
Sharesight has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Sharesight or YCharts?
It depends on what you're after. Pick Sharesight if downloadable tax reports and dividend tax / ADR withholding matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and YCharts cover?
Both cover stocks, ETFs, mutual funds, and bonds. Sharesight also handles funds, real estate, and other. YCharts adds closed-end funds on top.
Can I export data from Sharesight and YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or YCharts connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Sharesight or YCharts?
YCharts has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Sharesight or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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