Free
Free
1 portfolio, 10 holdings including closed holdings, and 1 custom group
1 portfolio · 10 holdings (incl. closed) · 1 custom group
Checked 28 Sep 2026
Plans and prices
Sharesight pricing
Starter
$7 a month
1 portfolio, 30 holdings including closed holdings, and 3 custom groups
1 portfolio · 30 holdings (incl. closed) · 3 custom groups
Checked 28 Sep 2026
Standard
$18 a month
4 portfolios, unlimited holdings, and 5 custom groups
4 portfolios · unlimited holdings · 5 custom groups
Checked 28 Sep 2026
Premium
$23.25 a month
10 portfolios, unlimited holdings, and 10 custom groups
10 portfolios · unlimited holdings · 10 custom groups
Checked 28 Sep 2026
Business (5-19 portfolios)
$13.50 a month
5-19 portfolios
Checked 20 Sep 2026
Business (20-49 portfolios)
$12 a month
20-49 portfolios
Checked 20 Sep 2026
Business (50-99 portfolios)
$10.50 a month
50-99 portfolios
Checked 20 Sep 2026
Business
$13.50 a month
5 to 500 portfolios · client permission management · consolidated reporting · professional branding
Checked 28 Sep 2026
Business (100+ portfolios)
$9.20 a month
100+ portfolios
Checked 20 Sep 2026
Business 100+ portfolios
$9.20 a month
For businesses managing 100+ portfolios
Checked 28 Sep 2026
Business 50-99 portfolios
$10.50 a month
For businesses managing 50-99 portfolios
Checked 28 Sep 2026
Business 20-49 portfolios
$12 a month
For businesses managing 20-49 portfolios
Checked 28 Sep 2026
Business 5-19 portfolios
$13.50 a month
For businesses managing 5-19 portfolios
Checked 28 Sep 2026