VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Sharesight Review, Pricing, and Features
Sharesight
Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.
Best for
- DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.
- Accountants, advisers, and family offices that need multi-client reporting and exportable portfolio records.
- Dividend and taxable-account investors who care more about accurate performance/tax reports than trade execution.
Watch out
- The free tier is limited to one portfolio, 10 holdings, and one custom group.
- Diversity, Exposure, Contribution Analysis, Drawdown Risk, and multi-portfolio workflows are paid-tier features.
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Pricing
Free • Paid plans available · 14-day trial · 5 plans
Free
For getting started with basic portfolio tracking.
Starter
For simple reporting and one portfolio.
Standard
For advanced insights across multiple portfolios.
Premium
For the full report set and priority support.
Business
Per-portfolio pricing for accountants, advisers, and family offices.
Key features
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
- Export reports and tables to PDF, CSV, or Google Drive for accountants, advisers, clients, or personal records.
- Business accounts for multi-client workflows, colleague and client permissions, per-portfolio pricing, dashboards, and branded reports.
- Use the OAuth 2.0 REST API for portfolio, holding, and transaction data in custom workflows.
- Free and paid limits: the Free plan is capped at one portfolio, 10 holdings, and one custom group, while advanced reports and more portfolios require paid tiers.
- Sharesight is portfolio accounting and reporting software, not a broker, order-entry system, rebalancing engine, real-time market terminal, or tax-advice service.
FAQ
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?
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?
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?
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.
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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.