Sharesight

Overview

Sharesight is an online portfolio and dividend tracker for investors who want a consolidated view of holdings, performance and income. It is strongest for people who need detailed investment reporting without placing trades in the same service. The free plan is useful for a small portfolio, but its holding cap makes paid plans the practical choice as investments grow.

Key features

Portfolio tracking and imports

Sharesight supports stocks, ETFs, funds, dividends, precious metals and unlisted investments, and lets users add cash accounts and property for a broader portfolio view. It tracks stocks, ETFs and funds across more than 60 markets, with coverage spanning more than 700,000 global stocks, crypto, ETFs and funds. Automatic imports from more than 200 brokers, including Robinhood, Charles Schwab and Interactive Brokers, can reduce manual trade entry; the service lists 200 software, broker and partner integrations.

Corporate actions such as dividends, reinvestment plans and share splits update portfolios automatically. Portfolio sharing is included on every plan, making it possible to share a view without upgrading solely for that capability.

Reporting and security

Reports cover performance, sold securities, trades, diversity, exposure, taxable income and risk. Depending on plan, users also get contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reporting. Allocation, risk and tax-lot tracking support more than a simple balance check, though Sharesight reports on investments rather than providing a place to trade them.

Sharesight is SOC 2 and GDPR compliant and offers two-factor authentication. The mobile app is free to download and use, but adding or editing trades and generating reports require the desktop platform. That makes mobile useful for checking a portfolio, not for full portfolio administration.

Pricing

Sharesight has a free tier and paid plans, with annual billing saving approximately 25% on paid plans. Free signup requires no credit card or commitment. Business includes a 14-day free trial with no card required.

• Free: free. It allows 1 portfolio, 10 holdings including closed holdings, and 1 custom group. This suits a beginner or a small, stable portfolio; the low holding cap can become restrictive quickly.
• Starter: $7 a month billed annually, or $9.33 USD billed monthly. It raises the cap to 30 holdings and 3 custom groups, but remains limited to 1 portfolio. It fits an investor who needs more room for holdings without tracking multiple portfolios.
• Standard: $18 a month billed annually, or $24 USD billed monthly. It supports 4 portfolios, unlimited holdings and 5 custom groups. This is the more useful step for investors with several portfolios or a larger set of holdings; Xero integration is available from this plan.
• Premium: $23.25 a month billed annually, or $31 USD billed monthly. It expands the allowance to 10 portfolios and 10 custom groups, with unlimited holdings and priority support. It suits investors who need more portfolio capacity and faster support.
• Business: custom pricing by portfolio count, with published per-portfolio monthly rates of 13.50 USD for 5–19 portfolios, 12.00 USD for 20–49, 10.50 USD for 50–99, and 9.20 USD for 100 or more. Business supports 5 to 500 portfolios and adds client permission management, consolidated reporting and professional branding. It is aimed at accountants, advisors and family offices rather than individual investors.

Business pricing is billed monthly per portfolio; the individual paid-plan prices distinguish annual billing from the higher monthly-billed rates. Support is basic email on Free, standard email on Starter and Standard, and priority on Premium. Xero integration is limited to Standard and Premium.

Platforms

Sharesight is available on Android, iOS, web and through an API. Its mobile app works for free-plan customers, but trade entry, editing and report generation are desktop-only. It does not handle deposits, custody, transfers, withdrawals or trading, so investors need separate financial services for those tasks.

Who it's for

Sharesight suits investors who want an organized record of holdings, dividend activity and performance, especially when they use supported brokers and value tax and risk reporting. Its free tier works for a compact portfolio, while Starter suits a larger single portfolio and Standard or Premium make more sense when multiple portfolios matter. Business is the relevant option for professionals managing client portfolios. It is not a substitute for a broker or for users who want to act on trades from their tracker.

Pros and cons

• Pros: Automatic broker imports and corporate-action updates reduce routine portfolio upkeep.
• Pros: Reporting spans performance, taxable income, exposure and risk, with more advanced analyses depending on plan.
• Pros: Portfolio sharing is included across plans, and free signup requires no payment commitment.
• Cons: Free and Starter each allow only one portfolio, and their 10- and 30-holding limits can constrain growing portfolios.
• Cons: Mobile use is limited to viewing and basic access; trade changes and reports require desktop.
• Cons: Sharesight cannot hold or move money or securities, or execute trades.

Alternatives

For a broader comparison, browse Portfolio Management Software.

• Stock Rover is worth considering when free stock research and market monitoring matter alongside portfolio tracking; it has a free plan and free trial.
• QPLIX is a paid alternative for readers seeking a wealth-management platform with desktop, web, API and self-hosted availability.
• Temenos Wealth Front Office is a paid option available via web, API and self-hosted deployment.
• Snowball Analytics has a free plan with 1 portfolio and 10 holdings, making it another option for beginners and index-fund investors.
• BlackRock Aladdin is a paid alternative.
• FundCount is a paid option that includes a single-family-office or asset-owner plan starting at $35,899 a year.
• Bloomberg AIM is a paid, self-hosted alternative with a demo-request option.
• WealthSpectrum is a paid alternative available on mobile, web, API and self-hosted environments.

Verdict

Choose Sharesight if you want one place to track investment performance, dividends and tax-relevant activity, with broker imports and progressively larger reporting plans. Its main advantage is the breadth of tracking and analysis; its main drawback is that it remains a reporting tool, with no trading or money movement and desktop required for key portfolio tasks. Small investors can start free, but anyone managing more than 10 holdings should weigh the cost of upgrading against the tighter Starter and broader Standard limits.