Sharesight

Key features

• Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.
• Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.
• Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
• Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
• Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing.
• Multi‑currency support that automatically converts foreign holdings into the portfolio’s base currency and provides dedicated multi‑currency valuation and FX impact reporting.
• EU personal plans from Free (1 portfolio, 10 holdings, 1 custom group) up to Premium (10 portfolios, unlimited holdings, 10 custom groups), with higher tiers unlocking more advanced reporting and multi‑portfolio use.
• Business accounts built for accountants, advisers and family offices, with per‑portfolio pricing, multi‑client dashboards, permissions, shared access for colleagues and clients, and branding on reports and flyers.
• Security posture includes SOC 2 and GDPR compliance, TLS‑encrypted traffic, encrypted data at rest, enterprise‑grade data centres and optional two‑factor authentication.
• User API exposes portfolio, holding and transaction data over REST/JSON with OAuth 2.0 authentication, enabling integrations and custom tooling.
• Supports listed and unlisted investments including shares, ETFs, mutual/managed funds, bonds, cryptocurrencies, cash accounts, foreign currencies, property and custom investments.
• Reports and tables can be exported to PDF, CSV or Google Drive documents for collaboration with accountants, advisers or clients.
• Email alerts for corporate actions, significant price moves and a configurable weekly portfolio summary email help investors stay on top of their portfolios without logging in.

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