Tool Comparison
Sharesight vs Zenvesto
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want performance attribution, downloadable tax reports, and capital gains estimator.
- Paid from
- $89.88/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want watchlist, data visualizations, and backtesting.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want performance attribution, downloadable tax reports, and capital gains estimator.
Pick Zenvesto if
Zenvesto
Free • From $89.88/yr, billed annually · Web
- Delayed quotes won't cut it; you need real-time data
- You want watchlist, data visualizations, and backtesting.
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 Zenvesto cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and dividends), so for the basics you won't go far wrong with either. Sharesight includes performance attribution and downloadable tax reports, and Zenvesto includes watchlist and data visualizations.
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Key differences at a glance
- Real-time data
- Zenvesto
- Free trial
- Sharesight14 days
- Mobile app
- Sharesight
- API access
- Sharesight
- Broker sync
- Sharesight
- Global coverage
- 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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
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 $89.88/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 42 limits: Free: portfolios: 1, Free: holdings per portfolio: 5 +40 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | Interactive Brokers, Trading 212 +4 more | Google Sign-In |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 13 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Latency: Real-time and 15-min Delayed |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 4 signals: Performance attribution, Portfolio attribution +2 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | Encryption at rest and Encryption in transit |
| Try it | Visit Sharesight | Visit Zenvesto |
Standout features
The best features of Sharesight and Zenvesto.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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
All details
Every attribute we track for Sharesight and Zenvesto.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsCryptosOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsIndex/Passive InvestorsDividend InvestorsSwing TradersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USExchanges: NYSE and NASDAQIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min Delayed |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Google Sign-In |
Export formats | CSVPDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Encryption at restEncryption in transit |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Performance attributionPortfolio attributionRebalancingAI summaries: News |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | ZenvestoCountry: CanadaFounded 2024Support: Email |
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 | Freeportfolios: 1 · holdings per portfolio: 5 · +4 more |
| Entry paid plan | €9.33/moBilled monthly“Starter”portfolios: 1 · holdings: 30 · +2 more | $89.88/yrBilled annually≈ $7.49/mo“Plus Annual”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 2 | €22.67/moBilled monthly“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $8.99/moBilled monthly“Plus Monthly”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 3 | €30.67/moBilled monthly“Premium”portfolios: 10 · holdings: Unlimited · +2 more | $149.88/yrBilled annually≈ $12.49/mo“Investor Annual”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 4 | €13.50/moBilled monthly“Business”min portfolios: 5 · tiers: 5-19: €13.5; 20-49: €12; 50-99: €10.5; 100+: €9.2 per portfolio month... | $14.99/moBilled monthly“Investor Monthly”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 5 | — | $249.84/yrBilled annually≈ $20.82/mo“Expert Annual”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Top plan | — | $24.99/moBilled monthly“Expert Monthly”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Sharesight and Zenvesto?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Zenvesto puts more weight on portfolio, watchlist, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Zenvesto cost?
Good news: both Sharesight and Zenvesto have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Sharesight or Zenvesto?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Sharesight or Zenvesto on my phone?
Sharesight lists a dedicated mobile app, so it travels better. Zenvesto doesn't list a dedicated mobile app; its documented access is web.
Does Sharesight or Zenvesto have an API?
Sharesight has an API for programmatic access and custom integrations. Zenvesto doesn't, so you're working through its interface.
Should I choose Sharesight or Zenvesto?
It depends on what you're after. Pick Sharesight if performance attribution and downloadable tax reports matter to you; go with Zenvesto if you'd rather have watchlist and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Zenvesto cover?
Both cover stocks, ETFs, cryptos, and other. Sharesight also handles mutual funds, funds, and bonds.
Does Sharesight or Zenvesto have real-time data?
Zenvesto 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.
Which covers international markets: Sharesight or Zenvesto?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Zenvesto is more region-specific, mainly North America.
Can I export data from Sharesight and Zenvesto?
Sharesight exports to CSV. Zenvesto is stingier about getting data out.
Can Sharesight or Zenvesto connect to my broker?
Sharesight syncs with brokers automatically. With Zenvesto, you're entering holdings by hand or importing files.
Are Sharesight and Zenvesto 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.
Can I track my portfolio with Sharesight or Zenvesto?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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