Sharesight
Sharesight: A strong fit for performance, dividend and tax reporting, with a limited free tier. Ranked #32 of 81 in Portfolio Management Software by our editors (6.2/10); pricing: Free plan · 14-day trial; best for investors focused on performance and dividends.
At a glance
- Editor score6.2 / 10
- PricingFree plan · 14-day trial
- Best forInvestors focused on performance and dividends
- Free planYes
- Paid from$7/mo
- Asset class coverageMulti_asset_alternatives
- Founded2006 · Wellington, New Zealand and Sydney, Australia
- Facts checked20 Sep 2026
Where it wins
- Performance, tax, capital-gains and drawdown reporting
- Broker connections, spreadsheet uploads and manual trade entry
- Benchmarking, dividends and corporate-action tracking
Where it doesn't
- Free plan supports one portfolio and 10 holdings
- Starter and Standard plans cap custom groups
- Primarily designed around investment and securities tracking
Our verdict on Sharesight
Sharesight is an online portfolio tracking and reporting product for individual investors, accountants, financial advisors and family offices. It brings together stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, then reports on performance, allocation, diversity, exposure, income and tax. Users can connect supported brokers, upload holdings through spreadsheets or enter trades manually. Web, iOS and Android access is available, with mobile watchlists and read-only portfolio access.
The published plans show a free tier with one portfolio, 10 holdings including closed holdings and one custom group. Starter costs $7 per month with annual billing or $9.33 per month with monthly billing, and adds simple reporting and portfolio management for 30 holdings, including closed holdings, plus three custom groups. Standard costs $18 per month annually or $24 monthly, adding advanced insights across multiple portfolios, unlimited holdings and five custom groups. Premium includes professional-grade reporting and support, unlimited holdings and 10 custom groups; its monthly plan is listed at $31. Business is priced at $13.5 per portfolio per month for 5–19 portfolios and is aimed at accountants, advisors and family offices.
Its strongest area is investment analysis: maximum drawdown and RoMaD reporting, asset allocation, diversity analysis, benchmarking against stocks, ETFs, funds and market indexes, plus automatic dividends, corporate actions and adjustments. Broker and finance app integrations include Robinhood, Charles Schwab, Interactive Brokers and Xero, while portfolio sharing and report exports support client or household reporting. Choose Sharesight if performance, dividend, tax and allocation visibility are priorities across listed or selected unlisted investments. The free plan suits a small portfolio, while users needing more portfolios, holdings or reporting capacity should compare the paid tiers.
Your product? Our editors can test Sharesight in depth and publish a review, labelled as paid · from $149/mo →
Sharesight pricing
All 8 Sharesight plans and prices →
Sharesight fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $7/mo |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | 1 portfolios |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, GDPR, 2FA |
| Support | Email, Live chat, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 200+ integrations: Robinhood, Charles Schwab, Interactive Brokers, Xero, broker and finance app integrations See all → |
| Pricing | Free plan · 14-day trial (source) |
| Website | sharesight.com |
| Facts checked | 20 Sep 2026 |
Sharesight integrations
Sharesight lists 200+ integrations on its own site — the 5 named here are the ones its pages call out.
- Robinhood
- Charles Schwab
- Interactive Brokers
- Xero
- broker and finance app integrations
See all Sharesight integrations →
Alternatives to Sharesight
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Sharesight alternatives →
Also Ranked In
Sharesight is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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