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Pricing · 2026

Sharesight pricing

13 plans on the record · a free plan

Every plan

Free

Free

1 portfolio · 10 holdings (incl. closed) · 1 custom group

Starter

$7 a month, billed yearly

billed annually; $9.33 USD billed monthly

1 portfolio · 30 holdings (incl. closed) · 3 custom groups

Standard

$18 a month, billed yearly

billed annually; $24 USD billed monthly

4 portfolios · unlimited holdings · 5 custom groups

Premium

$23.25 a month, billed yearly

billed annually; $31 USD billed monthly

10 portfolios · unlimited holdings · 10 custom groups

Business (5-19 portfolios)

$13.50 a month

billed monthly

5-19 portfolios

Business (20-49 portfolios)

$12 a month

billed monthly

20-49 portfolios

Business

$13.50 usage-based

per portfolio, per month

5 to 500 portfolios · client permission management · consolidated reporting · professional branding

Business (50-99 portfolios)

$10.50 a month

billed monthly

50-99 portfolios

Business (100+ portfolios)

$9.20 a month

billed monthly

100+ portfolios

Business 100+ portfolios

$9.20 usage-based

per portfolio per month

Business 50-99 portfolios

$10.50 usage-based

per portfolio per month

Business 20-49 portfolios

$12 usage-based

per portfolio per month

Business 5-19 portfolios

$13.50 usage-based

per portfolio per month