Sharesight review
A strong fit for performance, dividend and tax reporting, with a limited free tier.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Sharesight pros and cons
- 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
Sharesight fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update