★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Sharesight Review, Pricing, and Features
Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. It is built for keeping investment records and reports across brokers and asset types, not for placing trades, running intraday trading dashboards, or replacing a tax professional in complex filings.
Best for
- DIY investors who need 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 single‑portfolio management.
Standard
For advanced insights across multiple portfolios.
Premium
For professional‑grade reporting and support.
Business
Per‑portfolio pricing for accountants, advisers and family offices.
Key features
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
- Export support for reports and tables to PDF, CSV, or Google Drive documents for accountants, advisers, clients, or personal records.
- Business accounts for multi-client workflows, colleague and client permissions, per-portfolio pricing, dashboards, and branded reports.
- The REST/JSON user API with OAuth 2.0 when portfolio, holding, and transaction data needs to feed 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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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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