Sharesight
sharesight.com
What it is
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 dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.
Spec sheet
- Product
- Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds.Read 28 Sep 2026 · sharesight.com
- Audience
- Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries.Read 28 Sep 2026 · sharesight.com
- Free plan
- YesRead 20 Sep 2026 · sharesight.com
- Security
- Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication.Read 28 Sep 2026 · sharesight.com
- Support
- Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support.Read 28 Sep 2026 · sharesight.com
- Headquarters
- Wellington, New Zealand and Sydney, AustraliaRead 28 Sep 2026 · sharesight.com
- Founded
- 2006Read 28 Sep 2026 · sharesight.com
- Allocation analysis
- YesRead 20 Sep 2026 · sharesight.com
- Annual billing discount
- Annual billing can save approximately 25% on all paid plans.Read 28 Sep 2026 · sharesight.com
- Asset class coverage
- multi_asset_alternativesRead 20 Sep 2026 · sharesight.com
- Asset coverage
- Users can add cash accounts and property alongside investments to see their portfolio in one place.Read 28 Sep 2026 · sharesight.com
- Broker integrations
- Sharesight can automatically import trades from more than 200 global brokers.Read 28 Sep 2026 · sharesight.com
- Business administration
- Business plans include client permission management, consolidated reporting, and professional branding options.Read 28 Sep 2026 · sharesight.com
- Business trial
- The Business plan includes a 14-day free trial with no credit card needed.Read 28 Sep 2026 · sharesight.com
- Business users
- The Business plan is designed for accountants, advisors and family offices managing client portfolios.Read 28 Sep 2026 · sharesight.com
- Company entity
- The page identifies the company as Sharesight Ltd.Read 28 Sep 2026 · sharesight.com
- Company history
- Sharesight’s story page begins in 2006, when a Kiwi father-and-son duo sought a better way to track shares, and says the company has offices in Wellington and Sydney.Read 28 Sep 2026 · sharesight.com
- Dividend automation
- Corporate actions such as dividends, dividend reinvestment plans and share splits are automatically updated in portfolios.Read 28 Sep 2026 · sharesight.com
- Free tier limits
- The free plan supports 1 portfolio, 10 holdings including closed holdings, and 1 custom group.Read 28 Sep 2026 · sharesight.com
- Integration count
- Sharesight lists 200 software, broker, and partner integrations.Read 28 Sep 2026 · sharesight.com
- Investor count
- More than 200,000 investors track investments with Sharesight.Read 28 Sep 2026 · sharesight.com
- Market coverage
- Sharesight tracks stocks, ETFs and funds across more than 60 markets worldwide.Read 28 Sep 2026 · sharesight.com
- Maximum portfolios
- 1Read 20 Sep 2026 · sharesight.com
- Mobile app
- The mobile app is read-only, supports up to 10 portfolios and a watchlist of up to 100 investments, and is available on iOS and Android.Read 28 Sep 2026 · sharesight.com
- Mobile limitation
- Adding or editing trades and generating reports must be done on Sharesight’s desktop platform.Read 28 Sep 2026 · sharesight.com
- Performance reporting
- YesRead 20 Sep 2026 · sharesight.com
- Portfolio sharing
- Portfolio sharing is included as a core feature across all plans.Read 28 Sep 2026 · sharesight.com
- Reporting features
- Reports include performance, sold securities, all trades, diversity, exposure, taxable income, and risk analysis.Read 28 Sep 2026 · sharesight.com
- Reports
- The service provides performance, diversity, exposure, contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reports depending on plan.Read 28 Sep 2026 · sharesight.com
- Risk analysis
- YesRead 20 Sep 2026 · sharesight.com
- Security compliance
- Sharesight is SOC 2 and GDPR compliant, with two-factor authentication available.Read 28 Sep 2026 · sharesight.com
- Service boundary
- Sharesight is a portfolio tracking and reporting service rather than a bank, broker or trading platform, so users cannot deposit, hold, transfer or withdraw money or securities through it.Read 28 Sep 2026 · sharesight.com
- Signup payment
- Free signup requires no credit card and has no commitment.Read 28 Sep 2026 · sharesight.com
- Support levels
- Support ranges from Basic on Free to Standard on Starter and Standard, and Priority on Premium.Read 28 Sep 2026 · sharesight.com
- Supported assets
- The service supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments.Read 28 Sep 2026 · sharesight.com
- Supported brokers
- Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab, and Interactive Brokers.Read 28 Sep 2026 · sharesight.com
- Tax-lot tracking
- YesRead 20 Sep 2026 · sharesight.com
- Trading restriction
- Sharesight is a tracking and reporting service, not a bank, broker, or trading platform.Read 28 Sep 2026 · sharesight.com
- Xero integration
- Sharesight synchronises share purchases, sales and dividends with Xero and can import bank balances, term deposits and cash investments.Read 28 Sep 2026 · sharesight.com
Plans and prices
Free Free 1 portfolio · 10 holdings (incl. closed) · 1 custom group 1 portfolio, 10 holdings including closed holdings, and 1 custom group Read 28 Sep 2026 · sharesight.com
Starter $7 a month billed annually; $9.33 USD billed monthly 1 portfolio · 30 holdings (incl. closed) · 3 custom groups 1 portfolio, 30 holdings including closed holdings, and 3 custom groups Read 28 Sep 2026 · sharesight.com
Standard $18 a month billed annually; $24 USD billed monthly 4 portfolios · unlimited holdings · 5 custom groups 4 portfolios, unlimited holdings, and 5 custom groups Read 28 Sep 2026 · sharesight.com
Premium $23.25 a month billed annually; $31 USD billed monthly 10 portfolios · unlimited holdings · 10 custom groups 10 portfolios, unlimited holdings, and 10 custom groups Read 28 Sep 2026 · sharesight.com
Business (5-19 portfolios) $13.50 a month billed monthly 5-19 portfolios Read 20 Sep 2026 · sharesight.com
Business (20-49 portfolios) $12 a month billed monthly 20-49 portfolios Read 20 Sep 2026 · sharesight.com
Business (50-99 portfolios) $10.50 a month billed monthly 50-99 portfolios Read 20 Sep 2026 · sharesight.com
Business $13.50 a month per portfolio, per month 5 to 500 portfolios · client permission management · consolidated reporting · professional branding Read 28 Sep 2026 · sharesight.com
Business (100+ portfolios) $9.20 a month billed monthly 100+ portfolios Read 20 Sep 2026 · sharesight.com
Business 100+ portfolios $9.20 a month per portfolio per month For businesses managing 100+ portfolios Read 28 Sep 2026 · sharesight.com
Business 50-99 portfolios $10.50 a month per portfolio per month For businesses managing 50-99 portfolios Read 28 Sep 2026 · sharesight.com
Business 20-49 portfolios $12 a month per portfolio per month For businesses managing 20-49 portfolios Read 28 Sep 2026 · sharesight.com
Strong points and limits
Strong points
- Tracks prices, performance, and dividends
- Imports trades from more than 200 global brokers
- Automatically updates dividends and share splits
- Reports include exposure, taxable income, and risk analysis
- Free mobile app on Android and iOS
Limits
- Free plan limited to one portfolio and 10 holdings
- Trade changes and reports require the desktop platform
- Cannot deposit, hold, transfer, or withdraw assets
- Xero integration limited to Standard and Premium
Who it suits
Sharesight suits investors who want to track investments and dividends across supported asset types, or businesses managing client portfolios. It offers plans from a limited free option to Business plans with client administration features.
Verdict
Sharesight brings investment tracking, dividend updates, and reporting together, with plan limits that matter for larger portfolios. It does not handle transactions or replace a bank, broker, or trading platform.
Where Specifiction places it
- Portfolio Management Software#2 of 819.0
- Financial Dashboards#2 of 208.6
- Investment Tools#2 of 178.9
- Stock Market software#2 of 178.9
- Stock Portfolio Management#5 of 148.6
Alternatives to SharesightAll alternatives →
FundCount From $333.33/mo 8.8 Visit 
CoinTracking From $4.08/mo · Free plan 8.7 Visit