This website requires JavaScript to run properly.
Sharesight

Sharesight

Track your investment portfolio with automated price updates, dividend tracking, performance analytics, and tax reporting.

About Sharesight

Sharesight is an online portfolio tracker that automates price updates, dividend tracking, performance analysis, and tax reporting for stocks, ETFs, mutual funds, and cryptocurrencies. Trusted by over 500,000 investors worldwide.

Key features

Multi-Asset Portfolio Tracking

Track stocks, ETFs, mutual funds, and cryptocurrencies in a single dashboard for a complete view of your investments.

Automated Dividend Tracking

Save time with automatic dividend and distribution tracking, ensuring accurate performance calculations.

Tax Reporting Tools

Generate detailed tax reports to simplify tax preparation and ensure compliance with regulations.

Performance Benchmarking

Compare your portfolio's performance against market indices to gauge your investment success.

Broker & App Integrations

Seamlessly connect with popular brokers and financial tools for effortless data import and export.

Intuitive User Interface

Navigate your investments easily with a user-friendly platform designed for both beginners and experienced investors.

Free option

Free

Custom

For getting started with the basics

  • 1 Portfolio
  • 10 Holdings
  • 1 Custom group
  • Basic support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing

Starter

$80 per year

For simple reporting and portfolio management

  • 1 Portfolio
  • 30 Holdings
  • 3 Custom groups
  • Standard support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing
  • File attachments
  • Diversity and Exposure reports

Starter

$100 per month

For simple reporting and portfolio management

  • 1 Portfolio
  • 30 Holdings
  • 3 Custom groups
  • Standard support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing
  • File attachments
  • Diversity and Exposure reports

Standard

$180 per year

For advanced insights across multiple portfolios

  • 4 Portfolios
  • Unlimited Holdings
  • 5 Custom groups
  • Standard support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing
  • File attachments
  • Diversity and Exposure reports
  • Future Income
  • Contribution Analysis
  • Multi-Currency Valuation
  • Labels & report filtering
  • Xero integration

Standard

$240 per month

For advanced insights across multiple portfolios

  • 4 Portfolios
  • Unlimited Holdings
  • 5 Custom groups
  • Standard support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing
  • File attachments
  • Diversity and Exposure reports
  • Future Income
  • Contribution Analysis
  • Multi-Currency Valuation
  • Labels & report filtering
  • Xero integration

Premium

$232.50 per year

For professional-grade reporting and support

  • 10 Portfolios
  • Unlimited Holdings
  • 10 Custom groups
  • Priority support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing
  • File attachments
  • Diversity and Exposure reports
  • Future Income
  • Contribution Analysis
  • Multi-Currency Valuation
  • Drawdown Risk
  • Multi-Period
  • Labels & report filtering
  • Xero integration

Premium

$310 per month

For professional-grade reporting and support

  • 10 Portfolios
  • Unlimited Holdings
  • 10 Custom groups
  • Priority support
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing
  • File attachments
  • Diversity and Exposure reports
  • Future Income
  • Contribution Analysis
  • Multi-Currency Valuation
  • Drawdown Risk
  • Multi-Period
  • Labels & report filtering
  • Xero integration

FAQ

Alternatives to consider

Community ratings & full list

Pricing summary

Free tier available
Starting from
Free plan available

Categories

Claim this tool

Are you the founder? Claim your profile to update details and track views.

Claim tool