★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Sunday, June 14, 2026
Tool Comparison · Sunday, June 14, 2026
Sharesight vs Zenvesto
Trying to decide between Sharesight and Zenvesto? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Sharesight
Best for performance attribution and downloadable tax reports
Freemium global multi‑asset portfolio & dividend tracker for DIY investors and advisory firms. Tracks listed and unlisted investments across 60+ markets with performance, dividend and tax reporting. EU personal plans (Free → Premium) gate portfolios/holdings/custom groups, while Business offers per‑portfolio pricing for accountants, advisers and family offices. Advanced reports such as Diversity, Exposure, Contribution Analysis and Drawdown Risk are only available on paid tiers.
Zenvesto
Best for watchlist and data visualizations
Web-based investment portfolio tracker focused on stocks, ETFs, crypto, and indexes/benchmarks. Core workflows include portfolio dashboards, watchlists, MWR/TWR performance tracking, benchmark comparison, portfolio health scoring, allocation/risk views, AI-powered insights, market news, earnings calendar, CSV transaction import, and a Time Machine historical simulation feature. Zenvesto advertises real-time tracking for 15,000+ US stocks and monitoring for 500+ crypto assets; its supported-exchanges page explicitly documents NYSE and Nasdaq coverage for 10,500+ stocks, so exchange coverage is recorded conservatively. No currently available public API, broker/custodian OAuth sync, trading/execution, tax-lot accounting, wash-sale support, or enterprise compliance certifications were verified; the coming-soon Expert plan advertises future API access and custom integrations. Pricing data uses the official rendered pricing app code: visible plan snippets list finite portfolio/watchlist limits, even though SEO copy also references unlimited portfolios.
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The verdict
The bottom line: Sharesight and Zenvesto cover a lot of the same ground — 4 shared categories, including portfolio, risk metrics, and dividend — so for the basics you won't go far wrong with either. The real difference is focus: only Sharesight gives you performance attribution and downloadable tax reports, and only Zenvesto gives you watchlist and data visualizations.
Key differences at a glance
Free plan
Both
Both have one
Broader coverage
Sharesight
15 vs 13 categories
Mobile app
Sharesight
Sharesight only
API access
Sharesight
Sharesight only
Real-time data
Zenvesto
Zenvesto only
Choose
Sharesight if…
- You care about performance attribution, downloadable tax reports, and capital gains estimator — things Zenvesto doesn't offer
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You've outgrown the basics and want pro-level depth
Choose
Zenvesto if…
- You care about watchlist, data visualizations, and backtesting — things Sharesight doesn't offer
- Delayed quotes won't cut it — you need real-time data
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Sharesight does best
- 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.
- Public pricing page says 500,000+ investors track investments with Sharesight.
- 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.
- Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
- Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
What Zenvesto does best
- Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights.
- Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets.
- Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list.
- Performance analytics include Money-Weighted Return (MWR), Time-Weighted Return (TWR), simple return, monthly performance breakdown, portfolio analysis, and portfolio performance reports.
- Benchmark comparison against major benchmarks such as S&P, Nasdaq, and Dow.
Data & access details
| Attribute | Sharesight | Zenvesto |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsCryptosOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | End of Day | Real-time15-min Delayed |
API access | REST | Not specified |
Export formats | CSVPDF | Not specified |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Sharesight
€7/mo
Starting price
Plans & pricing
Tool
Zenvesto
$8.99/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Sharesight.
What you only get with Zenvesto.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
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 has a proper mobile app, so it travels better. Zenvesto is web-only — it'll load in a phone browser, but it's not the same experience.
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 — perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Sharesight and Zenvesto?
Sharesight exports to CSV and PDF. 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, with fundamentals, valuation metrics, and portfolio tracking at the core.
Can I track my portfolio with Sharesight or Zenvesto?
Yes, both do portfolio tracking — holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.