Personal Finance

Sharesight

Sharesight is a global stock portfolio tracker that consolidates investments across brokers and markets for performance and tax reporting.

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Overview

Sharesight tracks price, performance, and dividends for stocks, ETFs, crypto, and funds across 60+ markets, supporting automatic trade imports from 200+ brokers. It offers multi-portfolio management, detailed reporting, and tax sharing features for investors and advisors.

Updated Oct 18, 2026

7 things

What Sharesight has

Apps

Support

Faster answers from the support team than customers get as standard. One of 5 Personal Finance tools with priority support.
Get help from the support team by writing to them via email. One of 9 Personal Finance tools with email support.
Real people you can contact when you need help with the tool. One of 8 Personal Finance tools with human support.
Get help from the support team through a real-time chat window.

Extras

An online space where users can connect, share tips, and help each other. One of 6 Personal Finance tools with community.

7 features

Key Features

Broker imports
Automatically import trades from 200+ global brokers.
Software connections
Connect to any of our leading software partners.
Investment tracking
Automatically track price, performance and dividends from 700,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Investment performance
Compare performance across all of your brokers and assets with detailed reporting, charts, price and currency updates.
Accountant sharing
Share your portfolio and tax reports with your accountant and save time, money and hassle during the tax season.
Asset allocation report
Get deeper insights into your portfolio by exploring your asset allocation and diversification with the diversity report.
Global market coverage
Track stocks, ETFs and funds in 60+ markets worldwide.

Pros and cons

Pros

Supports automatic trade imports from numerous brokers globally.
Tracks a wide range of asset types including stocks, ETFs, crypto, and managed funds.
Offers multi-portfolio management suitable for individual and professional investors.
Provides detailed performance, tax, and diversification reports.
Complies with SOC 2 and GDPR standards for data security with two-factor authentication.

Cons

Free plan limits holdings to 10 and lacks advanced reporting features.
Some advanced features like Xero integration and file attachments require higher-tier plans.
Price alerts and email notifications may be limited on free or lower plans.
No mobile app mentioned; primarily web-based access.
Business plan pricing requires contacting sales for detailed information.

As of October 2026

Pricing

Freemium. Paid plans start at $9.33 per month.

Free
$0
Starter
$9.33
per month
Standard
$24
per month
Premium
$31
per month

You?

Be the first to rate Sharesight

Your review helps others make better decisions. No account needed. Takes about 10 seconds.

Featured Video

See Sharesight at work before you try it.

Watch on YouTube

0 questions

Frequently Asked Questions

No reviews yet

Community reviews

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Community reviews

Sort:Write a review

No written reviews yet. Be the first to share your experience.

Tried this tool? Share your experience.

Write a review

7 things

What Sharesight has

Apps

Support

Faster answers from the support team than customers get as standard. One of 5 Personal Finance tools with priority support.
Get help from the support team by writing to them via email. One of 9 Personal Finance tools with email support.
Real people you can contact when you need help with the tool. One of 8 Personal Finance tools with human support.
Get help from the support team through a real-time chat window.

Extras

An online space where users can connect, share tips, and help each other. One of 6 Personal Finance tools with community.

7 features

Key Features

Broker imports
Automatically import trades from 200+ global brokers.
Software connections
Connect to any of our leading software partners.
Investment tracking
Automatically track price, performance and dividends from 700,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Investment performance
Compare performance across all of your brokers and assets with detailed reporting, charts, price and currency updates.
Accountant sharing
Share your portfolio and tax reports with your accountant and save time, money and hassle during the tax season.
Asset allocation report
Get deeper insights into your portfolio by exploring your asset allocation and diversification with the diversity report.
Global market coverage
Track stocks, ETFs and funds in 60+ markets worldwide.

Pros and cons

Pros

Supports automatic trade imports from numerous brokers globally.
Tracks a wide range of asset types including stocks, ETFs, crypto, and managed funds.
Offers multi-portfolio management suitable for individual and professional investors.
Provides detailed performance, tax, and diversification reports.
Complies with SOC 2 and GDPR standards for data security with two-factor authentication.

Cons

Free plan limits holdings to 10 and lacks advanced reporting features.
Some advanced features like Xero integration and file attachments require higher-tier plans.
Price alerts and email notifications may be limited on free or lower plans.
No mobile app mentioned; primarily web-based access.
Business plan pricing requires contacting sales for detailed information.

As of October 2026

Pricing

Freemium. Paid plans start at $9.33 per month.

Free
$0
Starter
$9.33
per month
Standard
$24
per month
Premium
$31
per month

You?

Be the first to rate Sharesight

Your review helps others make better decisions. No account needed. Takes about 10 seconds.

Featured Video

See Sharesight at work before you try it.

Watch on YouTube

0 questions

Sharesight

Overview

What Sharesight has

Apps

Support

Extras

Key Features

Broker imports

Software connections

Investment tracking

Investment performance

Accountant sharing

Asset allocation report

Global market coverage

Pros and cons

Pros

Cons

Pricing

Sharesight pricing plans

Free

Starter

Standard

Premium

Be the first to rate Sharesight

Featured Video

Frequently Asked Questions

What Sharesight has

Apps

Support

Extras

Key Features

Broker imports

Software connections

Investment tracking

Investment performance

Accountant sharing

Asset allocation report

Global market coverage

Pros and cons

Pros

Cons

Pricing

Sharesight pricing plans

Free

Starter

Standard

Premium

Be the first to rate Sharesight

Featured Video

Frequently Asked Questions

More in Personal Finance

More in Personal Finance