Side by side
Baremetrics vs Sharesight
Both stand on financial dashboards. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial APIWeb
Baremetrics combines subscription metrics and forecasting with separate cancellation and failed-payment tools. Check the plan’s integration allowance and add-on costs before selecting a tier.
Visit Baremetrics Free plan AndroidAPIiPhone+1
Sharesight brings investment tracking, dividend updates, and reporting into one portfolio service, with a free tier for a small portfolio. It does not handle transactions or custody, and some tasks require the desktop platform.
Visit SharesightThe facts
| Baremetrics | Sharesight | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | Not published | Not published |
| Runs on | API, Web | Android, API, iPhone, Web |
| Lowest paid plan | Launch: $75 a month | Starter: $7 a month |
| Plans published | 5 | 13 |
| Maker | Not published | Sharesight |
| Website | baremetrics.com | sharesight.com |
| On financial dashboards | #5 of 20 | #1 of 20 |
Baremetrics: what it does well
- Tracks more than 28 subscription metrics
- Forecasting covers hiring, expansion, and budgets
- Includes cohort analysis and customer segmentation
- Native integrations include Stripe and Chargebee
- Offers a 14-day trial
What to know first
- No free plan
- Payment Recovery costs an additional $129/mo
- Cancellation Insights costs an additional $129/mo
- Integration limits vary by plan
Sharesight: what it does well
- Supports stocks, ETFs, funds, precious metals, and unlisted investments.
- Imports trades from more than 200 global brokers.
- Automatically updates dividends, reinvestment plans, and share splits.
- Portfolio sharing is included across all plans.
- Free plan includes one portfolio and 10 holdings.
What to know first
- Free plan is limited to one portfolio and 10 holdings.
- Trade editing and report generation require the desktop platform.
- It does not support depositing, holding, or transferring securities.
- Xero integration is limited to Standard and Premium plans.
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