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 corporate actions such as dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with report options varying by plan. The Free plan costs nothing and allows one portfolio, 10 holdings including closed holdings, and one custom group. Starter costs $7 a month billed annually. A 14-day trial is listed for Business. The mobile app is free to download and use, but adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service rather than a bank, broker, or trading platform; users cannot deposit, hold, transfer, or withdraw money or securities through it. Sharesight was founded in 2006 and has offices in Wellington and Sydney.

Sharesight focuses on portfolio tracking and reporting, with broker imports and automated corporate-action updates. Mobile use has limits, and the service does not handle deposits or trades.

Sharesight suits investors who want to track portfolios and dividends across supported asset types. Its Business plan is designed for accountants, advisors, and family offices managing client portfolios.

Sharesight is a portfolio tracker and reporting service for people who want to follow investments across accounts and markets. It suits investors who value automated broker imports, dividend tracking and detailed portfolio analysis more than managing transactions in one app. Its strongest case is the depth of its tracking and reports; its clearest trade-off is that trades and reports require the desktop platform.

Overview

Sharesight brings investments and related assets into a consolidated view, tracking prices, performance and dividend income. It supports stocks, ETFs, funds, precious metals and unlisted investments, and users can add cash accounts and property. Sharesight says its coverage spans more than 60 markets and more than 700,000 stocks, crypto, ETFs and funds.

This is a tracker, not a financial account or brokerage service. You cannot deposit, hold, transfer or withdraw money or securities through Sharesight, or place trades there. That separation suits investors who already use brokers and want analysis across them, but not anyone seeking an all-in-one service for portfolio management and transactions.

Key features

Imports and corporate actions

Automatic trade imports from more than 200 global brokers can reduce manual entry. Supported examples include Robinhood, Charles Schwab and Interactive Brokers; the company also lists 200 software, broker and partner integrations. Corporate actions—including dividends, reinvestment plans and share splits—are automatically updated in portfolios, making ongoing income and holdings easier to follow. Portfolio sharing is included on every plan.

Reports and security

Reports cover performance, sold securities, trades, diversity, exposure, taxable income and risk analysis. Depending on plan, users can also access contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reporting. Allocation and tax-lot tracking add useful detail for investors evaluating holdings and tax consequences. Sharesight says it is SOC 2 and GDPR compliant and offers two-factor authentication.

The mobile app is free to download, including for free-plan customers, but mobile is not a substitute for the desktop platform: adding or editing trades and generating reports must be done on desktop. That makes the app better suited to checking a portfolio than doing substantial portfolio work on the go.

Pricing

Sharesight has a free tier and paid subscriptions, with annual billing saving approximately 25% on paid plans. Free signup requires no credit card or commitment. The Business plan has a 14-day free trial with no credit card needed.

• Free: free. The single-portfolio tier allows 10 holdings, including closed holdings, and one custom group. It is a sensible starting point for a small portfolio, but the holding cap can become restrictive as investments accumulate.
• Starter: $7 a month billed annually, or $$9.33 billed monthly. It keeps the one-portfolio limit while raising the cap to 30 holdings and three custom groups. This suits an investor who has outgrown Free but does not need multiple portfolios or unlimited holdings.
• Standard: $18 a month billed annually, or $24 USD billed monthly. It includes four portfolios, unlimited holdings and five custom groups. Xero integration is available on this and Premium, making Standard the more practical step for investors needing broader capacity or that integration.
• Premium: $23.25 a month billed annually, or $31 USD billed monthly. It expands capacity to 10 portfolios and 10 custom groups, with unlimited holdings, and includes priority rather than standard email support.
• Business: $13.50 per portfolio per month for 5 to 500 portfolios. Business features include client permission management, consolidated reporting and professional branding. Per-portfolio monthly pricing scales by volume: $13.50 for 5–19 portfolios, $12 for 20–49, $10.50 for 50–99, and $9.20 for 100 or more. This is aimed at firms managing client portfolios, not individual investors.

Free includes basic email support; Starter and Standard include standard email support, while Premium includes priority support. Xero integration is limited to Standard and Premium. Portfolio sharing, by contrast, is included across all plans.

Platforms

Sharesight is available on web, Android and iOS, with an API platform also listed. The desktop requirement for adding or editing trades and generating reports limits how much investors can accomplish from the mobile apps.

Who it's for

Sharesight is a strong fit for investors who hold assets across brokers and want consolidated performance, dividend and tax-related reporting without moving their investments. Free and Starter suit smaller portfolios; Standard and Premium make more sense when portfolio count, holdings or reporting needs grow. Accountants, advisors and family offices managing client portfolios are the intended audience for Business.

It is a poor fit for someone who wants to trade, move funds or securities, or handle all portfolio tasks from a phone. The service tracks investments but does not provide the underlying financial transactions.

Pros and cons

• Pro: Imports from more than 200 brokers and automatic corporate-action updates can reduce routine data entry and upkeep.
• Pro: Reports include performance, exposure, taxable income and risk analysis, with more advanced reporting depending on plan.
• Pro: Portfolio sharing is included across plans, and the free tier needs no card or commitment.
• Con: Free is limited to one portfolio, 10 holdings including closed holdings, and one custom group; Starter still caps holdings at 30.
• Con: Trade editing and report generation require desktop access, limiting mobile use to lighter portfolio tasks.
• Con: Sharesight cannot execute trades or handle deposits, transfers, or withdrawals, so users need separate financial services.

Alternatives

Snowball Analytics is worth considering for beginners and index-fund investors who want a free plan limited to one portfolio and 10 holdings, plus a free trial and Android, iOS and web support.

Stock Rover is an alternative for readers seeking basic individual-stock research and market monitoring in a free plan, with Android, iOS, web and Windows support.

CGI Wealth360 Portfolio Management has custom pricing and no published plan limits.

WealthSpectrum is a paid alternative available on Android, API, iOS, self-hosted and web platforms.

QPLIX is a paid alternative with Android, API, iOS, macOS, self-hosted, web and Windows support.

Portfolio Performance is an option for readers who prefer a free, open-source desktop application, with Android, iOS, Linux, macOS and Windows platforms also listed.

Morningstar Office is a paid alternative available on web and iOS.

Tamarac is a paid alternative available on web, iOS and Android.

For more options, browse Portfolio Management Software.

Verdict

Choose Sharesight if you want broker-connected tracking, dividend updates and substantial reporting across a portfolio you hold elsewhere. Its free tier gives small investors a no-commitment way in, while paid plans provide room for larger portfolios and business workflows. Look elsewhere if you need to trade or manage every portfolio task on mobile.