ClicData vs Sharesight
ClicData
clicdata.comSharesight
sharesight.comSide by side
| Figure | ClicData | Sharesight |
|---|---|---|
| Price from | — | $7/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 6 | 13 |
| Spec score · Financial Dashboards | 8.6 (#1) | 8.6 (#2) |
| Audience | The SaaS embedded analytics offer is aimed at software companies that want to provide dashboards and reporting within their own products. | Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries. |
| Founded | The company was founded in 2008. | 2006 |
| Free plan | Yes | Yes |
| Headquarters | Lille, France | Wellington, New Zealand and Sydney, Australia |
| Product | ClicData is a SaaS analytics platform combining data integration, transformation, visualization, and automation, with embedded analytics for software products. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Reports | A multi-page report editor produces pixel-accurate PDF reports with charts, cover pages, conditional formatting and subtables. | The service provides performance, diversity, exposure, contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reports depending on plan. |
| Support | Support includes in-app chat on certain plans, embedded ticketing, email support, documentation and video tutorials; stated typical response time is under eight hours. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Plans
ClicData
- BasicPrice not published
- TeamPrice not published
- EnterprisePrice not published
- PerformancePriced on request
- Self HostedPriced on request
- StandardPriced on request
Sharesight
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
- Business (50-99 portfolios)$10.50 a month
- Business$13.50 a month
- Business (100+ portfolios)$9.20 a month
- Business 100+ portfolios$9.20 a month
In their own words
Sharesight
Sharesight is an online portfolio and dividend tracker for following investment prices, performance, and income. It supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments; users can also add cash accounts and property. Trades can be imported from more than 200 global brokers, while dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.