Free
$0For 1 small investment portfolio
- One portfolio with 10 holdings.
- Performance, sold-security, and trade reports.
- One custom group.
VOL. XCIV, NO. 247
Checking
Sharesight Review, Pricing, and Features
By Jera Value · Verified Aug 2026
Sharesight organizes investment performance, dividends, and reporting across brokers and asset types. Import supported trades or upload files, then compare returns and see how currency movements affect results. Paid tiers add tax and risk reports, more holdings, and multiple portfolios. Business plans support accountants and advisers managing clients. It is a record and reporting tool rather than a broker, and complex tax decisions still require your own professional review.
Verdict
Worth it if you want organized performance, dividend, and tax reporting across investments.
- Investment records: reconcile transactions and distributions
- Portfolio review: compare returns and currency effects
- Client reporting: Business manages multiple client portfolios
Skip it if you need trade execution or tax advice from the software.
- Free cap: one portfolio with 10 holdings
- Report gates: advanced risk and multi-portfolio tools cost extra
- API approval: developer access requires a vendor request
Sharesight
Web / Mobile / API · How this site is funded
Pricing
Prices checkedBilled monthly5 plans
Starter
€9.33/moBilled monthlyFor 1 growing portfolio
Everything in Free, plus
- One portfolio with 30 holdings.
- Core performance and tax reports.
- Diversity, Exposure, and file attachments.
Standard
€22.67/moBilled monthlyFor several investment portfolios
- Four portfolios with unlimited holdings.
- Income, contribution, currency, and drawdown reports.
- Xero integration and report labels.
Premium
€30.67/moBilled monthlyFor larger investor reporting
- 10 portfolios with unlimited holdings.
- Multi-Period reporting.
- Priority support.
Business
€13.50/moBilled monthlyFor client portfolio administration
- Client-portfolio business dashboard.
- Colleague/client permissions and branded reports.
- Tiered per-portfolio pricing.
Key features
Investment ledger
Record securities, crypto, cash, property, and custom assets.
Trade imports
Use supported broker imports or upload transaction files.
Performance reports
Compare investment returns and contribution to results.
Dividend records
Track payouts and reinvestments.
Tax reporting
Paid plans provide applicable residence-based tax summaries.
Currency analysis
Separate market performance from foreign-exchange effects.
Approved API access
Request an API account and OAuth credentials for portfolio-data integrations.
FAQ
Is Sharesight free?
Is Sharesight free?
Not entirely. Sharesight includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Sharesight best for?
Who is Sharesight best for?
Sharesight is built for Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Index/Passive Investors, Financial Advisors + 2 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Sharesight support?
What platforms and connections does Sharesight support?
You can use Sharesight on Web and Mobile. Sharesight offers an API (REST) with OAuth2 authentication. Integrations include Interactive Brokers, Trading 212, Hargreaves Lansdown, DEGIRO, Robinhood, and Xero.
Which markets does Sharesight cover?
Which markets does Sharesight cover?
Sharesight covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Mutual Funds, Funds, Bonds, Cryptos + 2 more. Identifiers include Ticker.
Tool details
Highlights
- Free tier available
- Domain rating56: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Coverage regions
Asset types
- Stocks
- ETFs
- Mutual Funds
- Funds
- Bonds
- Cryptos
- Real Estate
- Other
Granularity & latency
- EOD
- End of Day
Alternatives
If Sharesight is not the right fit, these substitutes come closest.
Comparisons
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.