Compare

Moula vs Sharesight

Sharesight automates tax reports and dividends across markets. Moula researches and tracks the US and European stocks and options you hold.

Start free See pricing

90,000+ stocks and ETFs across 16 exchanges · Free plan: 10 favorites, no credit card.

At-a-glance scorecard comparing Sharesight and Moula across 3 capabilities: Sharesight is marked with a dash, Moula with a check, on each row.
Tax and dividends across markets, but no options tracking
Calls and puts tracked in the same ledger as the shares
No fundamentals, valuation charts, or alerts beyond price
SEC and ESEF financials, ten valuation multiples, and valuation alerts
Drawdown report only, per investment, on paid plans
VaR, Sharpe, beta, and a correlation heatmap across your whole portfolio
No free plan
10 favorites free, no credit card
Starter $7/mo, Standard $18/mo billed annually
Paid from $3.99/mo
01 Research

Is it cheap against its own history?

Holdings open onto candlestick charts, technicals, and financials from SEC and ESEF filings, plus ten valuation multiples charted against their own historical average.

  • SEC and ESEF financials
  • Ten valuation multiples vs. a 5-year average
  • Valuation and technical alerts
See the research
Animated demo of a favorite's Research page for NVDA: a price chart with support/resistance and RSI, financial statement bars from a SEC filing, valuation multiples against a 5-year average, a peer comparison against AMD, AVGO, QCOM and INTC, and an AI-generated company profile.
Stock Analysis
02 Portfolio

Shares and options, one ledger

Covered calls and cash-secured puts sit next to the shares they cover, so the premium shows up in your P&L, and Overview can roll a stock and its option legs into one row per underlying.

  • Premium, assignment, exercise, expiry
  • One row per underlying
  • TWR against a benchmark and XIRR
See the portfolio tracker
Portfolio ledger showing NVDA shares and a covered call on the same row, grouped by underlying, next to plain stock holdings.
Portfolio
03 Risk

Risk Sharesight doesn't show

Value at Risk, Sharpe ratio, beta, max drawdown, and a correlation heatmap across your whole portfolio, options included — not a per-investment drawdown figure.

  • VaR and Sharpe ratio
  • Beta and max drawdown
  • Correlation heatmap of top holdings
See your risk
Animated preview of Moula's Portfolio Risk page: Sharpe ratio, beta and max drawdown tick to their latest reading, Value at Risk and Expected Shortfall bars at 95% and 99% grow in, and a correlation heatmap of six top holdings recomputes in a sweep before one pair is highlighted.
Portfolio Risk
Only in Moula

What Sharesight doesn't have

What you get in Moula that Sharesight does not offer.

  • Options in the portfolio

    Covered calls, cash-secured puts, and long options — tracked with premium, assignment, and expiry.

  • SEC and ESEF financials

    Revenue, margins, and free cash flow for the US and European stocks you hold, straight from regulatory filings.

  • Valuation history

    Ten valuation multiples, including P/S, P/E, and EV/EBITDA, several charted against their own historical average.

  • Alerts beyond price

    Get an email when P/S drops below its 5-year average, price crosses its 200-day average, or RSI crosses a level you set.

  • Stock screener

    Filter US stocks by market cap, fundamentals, valuation, and industry to find what to research next.

  • Portfolio risk

    Value at Risk, expected shortfall, beta against SPY, and a correlation heatmap of your top 10 holdings by exposure.

Side by side

Moula vs Sharesight, side by side

Where each one is ahead, including where Moula is not.

  • Best for

    Moula
    Investors in US and European stocks and options who want research and portfolio monitoring on the same holdings.
    Sharesight
    Investors across many markets who want dividends handled automatically and a tax report at year end.

  • Markets

    Sharesight ahead
    Moula
    90,000+ stocks and ETFs across 16 exchanges, including 40,000+ European listings. Financials from SEC filings (US) and ESEF filings (EU).
    Sharesight
    Stocks, ETFs, and funds on many global exchanges, plus unlisted investments.

  • Options

    Moula ahead
    Moula
    Calls and puts in the same ledger as the shares: premium, assignment, exercise, and expiry. Overview can roll a stock and its option legs into one row per underlying. Open-option values follow the broker's synced marks, priced with a model in between.
    Sharesight
    Options contracts are not supported. The suggested workaround is a custom investment you update by hand.

  • Getting trades in

    Sharesight ahead
    Moula
    Auto-sync through SnapTrade, an IBKR Activity Statement, Moula's CSV template, or manual entry.
    Sharesight
    Broker and partner integrations, forwarded trade confirmation emails, and spreadsheet upload.

  • Performance

    Different focus
    Moula
    Cost basis, P&L, and ROI, plus TWR against a benchmark and XIRR. Synced dividends count in the return.
    Sharesight
    Returns that include dividends, fees, and currency moves, with benchmarking and multi-currency reports.

  • Risk

    Moula ahead
    Moula
    VaR, Sharpe, beta, drawdown, and correlation across the whole portfolio, including your options.
    Sharesight
    Drawdown risk report on Standard and above: max drawdown and return over drawdown, per investment.

  • Research

    Moula ahead
    Moula
    Candlestick charts, technicals, and financials from SEC and ESEF filings, plus ten valuation multiples and an AI-generated company profile. Alerts on price, technicals, and valuation.
    Sharesight
    Not a research tool. No fundamentals history or valuation charts.

  • Dividends

    Sharesight ahead
    Moula
    Recorded from broker sync. No DRP handling and no dividend forecast.
    Sharesight
    Core strength: automatic dividends, DRPs, and corporate-action adjustments.

  • Tax

    Sharesight ahead
    Moula
    Not a tax product. No tax lots, taxable-income reports, or accountant sharing.
    Sharesight
    Core strength on paid plans: taxable income, capital gains reports, and accountant access.

  • Price

    Moula ahead
    Moula
    Free: 10 favorites, 3 years of history. Paid: 20 favorites for $3.99/mo, up to 100 for $11.99/mo. Annual billing is about a third cheaper.
    Sharesight
    Free: 1 portfolio, 10 holdings including closed ones. Starter: 30 holdings, $7/mo billed annually. Standard: unlimited holdings, $18/mo billed annually.

Sharesight details from their pricing page and help center, checked September 2026. USD prices. Moula prices from our pricing page.

The short answer

Pick Sharesight. Or pick Moula.

Choose Sharesight if

  • Your year ends with a tax report for your accountant, and you want it generated for you.
  • You hold dividend stocks across several markets and want DRPs and corporate actions handled automatically.
  • You want the widest broker coverage and forwarded trade confirmations.
  • Your portfolio spans exchanges Moula does not cover, or includes unlisted investments.

Choose Moula if

  • You hold US and European stocks and ETFs, and you want to research them where you track them.
  • You sell covered calls or cash-secured puts, and the premium belongs in your portfolio math.
  • You want to know whether a stock is cheap against its own history, and an alert when it gets there.
  • You want portfolio-wide risk numbers like VaR and beta, plus a correlation heatmap of your top holdings, not only a return figure.

Works even better together.

Questions, answered.

Yes. Some investors keep Sharesight for dividends and the tax report, and use Moula to research the same holdings and track options.

No. Moula has no tax lots, taxable-income reports, or accountant sharing. If the tax report is the reason you track, Sharesight is the better fit.

Yes. Calls and puts sit in the same ledger as the shares, with premium, assignment, exercise, and expiry tracked automatically. Sharesight doesn't support options — it suggests tracking them as a custom investment instead.

Yes. Moula covers 90,000+ stocks and ETFs across 16 exchanges, including 40,000+ European listings, with financials from SEC filings for US companies and ESEF filings for EU companies.

Auto-sync a supported broker through SnapTrade, upload an Interactive Brokers Activity Statement, fill in Moula's CSV template, or enter trades by hand.

Full history instead of 3 years, 20 to 100 favorites instead of 10, matching alert slots, and a higher screener limit. Paid starts at $3.99/mo, or $32.99/yr billed annually.

See your own holdings
in Moula

Connect a broker or upload a statement, then open the valuation history of what you already own. Free for 10 favorites.

Start free
  • Free plan, no credit card
  • Read-only broker sync
  • Sourced from real filings

Weighing a trading journal instead? Moula vs TradeZella