Sharesight

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

Visit website

Own Sharesight?Claim this listing

#Portfolio Management

Sharesight

Visit

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.

Last updated: Jun 29, 2026

Key Features

Automatic Trade Import

Automatically import trades from over 200 global brokers to keep portfolios up to date without manual entry.

Multi-Asset Tracking

Track over 700,000 global stocks, ETFs, crypto, and managed funds across 60+ stock exchanges worldwide.

Dividend and Corporate Action Automation

Automatically track dividends, dividend reinvestment plans (DRPs), share splits, and other corporate actions.

Detailed Performance Reporting

Compare portfolio performance across brokers and assets with comprehensive reports and charts.

Tax Reporting and Sharing

Generate tax reports and share them easily with accountants to streamline tax season.

Portfolio Diversification Insights

Analyze asset allocation and diversification with the Diversity Report for deeper portfolio insights.

Multi-Currency Valuation

Support for multi-currency portfolios with valuation and reporting in different currencies.

Integration with Accounting Software

Integrates with Xero accounting software for seamless financial management and reporting.

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.

Pricing

Plan	Price	Highlights
Free	$0	1 portfolio Track up to 10 holdings 1 custom group Basic performance and tax reports No file attachments Limited email support
Starter	$7	1 portfolio Track up to 30 holdings 3 custom groups Diversity and exposure reports File attachments Standard email support
Standard	$18	4 portfolios Unlimited holdings 5 custom groups Advanced reports including multi-currency valuation and contribution analysis Xero integration Labels and report filtering Standard email support
Premium	$23.25	10 portfolios Unlimited holdings 10 custom groups Full reporting suite including multi-period analysis Priority customer support All Standard plan features

Pricing is collected from the official Sharesight website and may change. Always confirm with the vendor.

Frequently Asked Questions

Ratings & reviews

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

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

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

Ratings & reviews

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

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

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

Key Features

Automatic Trade Import

Automatically import trades from over 200 global brokers to keep portfolios up to date without manual entry.

Multi-Asset Tracking

Track over 700,000 global stocks, ETFs, crypto, and managed funds across 60+ stock exchanges worldwide.

Dividend and Corporate Action Automation

Automatically track dividends, dividend reinvestment plans (DRPs), share splits, and other corporate actions.

Detailed Performance Reporting

Compare portfolio performance across brokers and assets with comprehensive reports and charts.

Tax Reporting and Sharing

Generate tax reports and share them easily with accountants to streamline tax season.

Portfolio Diversification Insights

Analyze asset allocation and diversification with the Diversity Report for deeper portfolio insights.

Multi-Currency Valuation

Support for multi-currency portfolios with valuation and reporting in different currencies.

Integration with Accounting Software

Integrates with Xero accounting software for seamless financial management and reporting.

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.

Pricing

Plan	Price	Highlights
Free	$0	1 portfolio Track up to 10 holdings 1 custom group Basic performance and tax reports No file attachments Limited email support
Starter	$7	1 portfolio Track up to 30 holdings 3 custom groups Diversity and exposure reports File attachments Standard email support
Standard	$18	4 portfolios Unlimited holdings 5 custom groups Advanced reports including multi-currency valuation and contribution analysis Xero integration Labels and report filtering Standard email support
Premium	$23.25	10 portfolios Unlimited holdings 10 custom groups Full reporting suite including multi-period analysis Priority customer support All Standard plan features

Pricing is collected from the official Sharesight website and may change. Always confirm with the vendor.

Sharesight

Overview

Key Features

Automatic Trade Import

Multi-Asset Tracking

Dividend and Corporate Action Automation

Detailed Performance Reporting

Tax Reporting and Sharing

Portfolio Diversification Insights

Multi-Currency Valuation

Integration with Accounting Software

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Key Features

Automatic Trade Import

Multi-Asset Tracking

Dividend and Corporate Action Automation

Detailed Performance Reporting

Tax Reporting and Sharing

Portfolio Diversification Insights

Multi-Currency Valuation

Integration with Accounting Software

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

More in Investment

Intellectia AI

Homesage.ai

Kubera

BestStock AI

Stock Analysis

Danelfin

Ratings & reviews

Community reviews (0)

More in Investment

Intellectia AI

Homesage.ai

Kubera

BestStock AI

Stock Analysis

Danelfin