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About Sharesight
What does Sharesight do?
Sharesight is a stock portfolio tracker that brings all your stocks, ETFs, dividends, precious metals, and brokers into one consolidated view. It replaces manual spreadsheets by automatically importing trades from hundreds of brokers and finance apps, providing real-time performance tracking and reporting.
Who is it for?
Sharesight is designed for individual investors, from beginners to professionals, who want to track multiple portfolios across global markets. It's also suitable for accountants and advisors who manage client portfolios, with a separate business plan. If you prefer a manual spreadsheet or trade infrequently with a single holding, a simpler tool may suffice.
Real use cases
Investors use Sharesight to monitor dividend income, calculate portfolio performance (time-weighted vs. money-weighted), generate tax reports (like capital gains, taxable income), and receive price alerts. For example, a user with holdings across Robinhood and Charles Schwab can see consolidated performance and dividends in one dashboard.
Key differentiators
Sharesight supports 700k+ stocks, ETFs, and funds, integrates with 200+ software and broker partners, and is SOC 2 and GDPR compliant with two-factor authentication. Over 600,000 investors trust Sharesight for tracking their investments.
Key features
- Automatic trade imports — Connect with 200+ brokers (Robinhood, Charles Schwab, Interactive Brokers) to auto-import trades and updates.
- Dividend tracking — Automatically record and track dividends and adjustments across your portfolio.
- Comprehensive reports — Generate performance, sold securities, taxable income, and contribution analysis reports.
- Multi-currency support — Track investments in global markets with automatic currency conversion.
- Portfolio sharing — Share your portfolio with family or advisors for collaborative management.
- Benchmarking — Compare your portfolio performance against market indices.
- Xero integration — Sync your investment data with Xero for accounting purposes.
SaaSpartout Score
7.9
/10
Editorial score from our review methodology — not user ratings.
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Sharesight Pricing
Sharesight pricing: from $7/mo billed annually.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Free
$0 — For getting started with the basics. Includes 1 portfolio, 10 holdings, and 1 custom group.
Starter
$7 USD per month billed annually ($9.33 billed monthly) — For simple reporting and portfolio management. Includes 1 portfolio, 30 holdings, and 3 custom groups.
Standard
$18 USD per month billed annually ($24 billed monthly) — For advanced insights across multiple portfolios. Includes 4 portfolios, unlimited holdings, and 5 custom groups.
Premium
$23.25 USD per month billed annually ($31 billed monthly) — For professional-grade reporting and support. Includes 10 portfolios, unlimited holdings, and 10 custom groups.
All plans come with a free trial, no credit card required. Business plans are available for accountants and advisors.
Frequently asked questions
What is Sharesight and how does it work?
Sharesight is a stock portfolio tracker that automatically imports trades from your broker, tracks dividends, and calculates performance. You can view all your investments in one place, with reports on gains, losses, and income.
How much does Sharesight cost?
Sharesight offers a free plan with 10 holdings, and paid plans starting at $7 per month (billed annually) for the Starter plan, $18 for Standard, and $23.25 for Premium.
Is there a free trial or free plan?
Yes, Sharesight has a free plan that includes 10 holdings and 1 portfolio. You can also upgrade to a paid plan anytime, and all plans come with a free trial with no credit card required.
Who is Sharesight best for?
Sharesight is ideal for individual investors who want to track multiple portfolios, dividends, and performance, as well as accountants and advisors who manage multiple client portfolios through the business plan.
What are the top alternatives to Sharesight?
Popular alternatives include Morningstar Portfolio Manager, Yahoo Finance Portfolio, and SigFig. Sharesight stands out for its broker integrations and dividend tracking.
What is the main limitation of Sharesight?
The free plan limits you to 10 holdings, so you may need to upgrade if you have a larger portfolio. Additionally, Sharesight may have a learning curve for those unfamiliar with portfolio management concepts.
