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Comparison

Sharesight vs Quicken

Sharesight lands on Worth it, and Quicken lands on Depends.

Sharesight

Worth it

Confidence: Medium

Buy if you're a DIY investor juggling multiple brokers and dividends . it's the category staple with 300k+ users.

Read the full report

Quicken

Depends

Confidence: Medium

Buy if you want one desktop app covering budgets, investments, rentals, and small-business books.

Read the full report

Sharesight versus Quicken
Compare	Sharesight	Quicken
Verdict	Worth it	Depends
Best for	DIY investors across multiple brokers	Personal finance power users
Who it's not for	Casual investors with a few holdings	Casual budgeters tracking a handful of accounts
Privacy	SOC 2 Type 2 certified, 2FA supported, published data-protection practices; no known public vulnerabilities found in the sources reviewed.^⁴	No known public vulnerabilities found in the sources reviewed.
Support quality	Only community forum evidence found	Case study reports faster handle times, higher satisfaction
Public sentiment	Users recommend it for portfolio and dividend tracking, but free-plan cutbacks and paid-tier value draw pushback.^³	Forum users praise the faster Apple Silicon build, but some long-timers still recommend switching to Banktivity, and aggregate ratings are middling.¹⁶
Biggest gotcha	Free plan changed in 2025; verify current holding limits before relying on it¹⁰	No accessible security page found during review; verify bank-link protections before connecting accounts

Pick Sharesight when

DIY investors across multiple brokers
Dividend-focused investors
AU/NZ/UK/US market investors
Financial advisers (Pro tier)

When Sharesight is not a fit

Casual investors with a few holdings
Day traders needing real-time quotes
Crypto-only portfolios
Anyone unwilling to pay after free-plan cutbacks

Pick Quicken when

Personal finance power users
Rental property owners
Solo and small-business bookkeeping
Investors tracking portfolios alongside budgets

When Quicken is not a fit

Casual budgeters tracking a handful of accounts
Businesses needing multi-user, accountant-grade bookkeeping
Anyone wanting a free, dead-simple money app
Teams wanting collaborative cloud accounting

Sources

Sharesight Pricingsharesight.com
official
Sharesight Pricing 2026 (G2)g2.com
review
Sharesight Trustpilot Reviewstrustpilot.com
review
Sharesight SOC 2 Type 2 Certificationsharesight.com
security
Two-Factor Authenticationsharesight.com
security
How Sharesight Protects Your Datahelp.sharesight.com
security
Asset Support (exchanges and funds)help.sharesight.com
official
7 Reasons to Upgradesharesight.com
official
Sharesight Crunchbase Profilecrunchbase.com
news
Sharesight free plan changes (Reddit)reddit.com
review
Is sharesight paid membership worth it? (Reddit)reddit.com
review
Recommendations on best investment service (Reddit)reddit.com
review
Quicken homepagequicken.com
official
Quicken Business & Personal announcementfinance.yahoo.com
news
Quicken Case Study - Cobrowse.iocobrowse.io
review
MacRumors forum: Quicken 6.0 Universal App on Apple Siliconforums.macrumors.com
review