Sharesight

Overview

Sharesight combines investments with cash accounts and property in a single portfolio view. It covers stocks, ETFs, funds, dividends, precious metals and unlisted investments, tracking stocks, ETFs and funds across more than 60 markets. The service says its coverage spans more than 700,000 global stocks, crypto, ETFs and funds, and that more than 200,000 investors use it in over 150 countries.

This is a tracking and reporting service, not a bank or broker. You cannot deposit, hold, transfer or withdraw money or securities through it, so it complements rather than replaces a brokerage account.

Key features

Portfolio tracking and imports

Automatic trade imports from more than 200 global brokers, including Robinhood, Charles Schwab and Interactive Brokers, can reduce manual entry. Sharesight lists 200 software, broker and partner integrations. Corporate actions—including dividends, reinvestment plans and share splits—are automatically reflected in portfolios, making the service useful for following income as well as price movements. Portfolio sharing is included on every plan.

Reports and analysis

Reports cover performance, sold securities, all trades, diversity, exposure, taxable income and risk analysis. Depending on plan, investors can also access contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reporting. Allocation analysis and tax-lot tracking add useful views for investors concerned with portfolio mix and tax position; the range of reporting makes Sharesight more compelling as an oversight tool than as a simple holdings list.

Security and mobile limits

Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. Its free mobile app works for free-plan customers, but adding or editing trades and generating reports require the desktop platform. That is a meaningful constraint for anyone who expects to manage a portfolio fully from a phone.

Pricing

The free plan costs 0.00 USD per free and includes one portfolio, 10 holdings including closed holdings, and one custom group. Signup needs no credit card and has no commitment. It is a sensible way to track a small portfolio, but the holding cap includes closed positions, so it can become restrictive even if the number of current investments seems modest.

Starter costs 7.00 USD per month billed annually, or $9.33 USD billed monthly. It keeps the one-portfolio limit but raises the cap to 30 holdings including closed holdings and three custom groups. This is the modest upgrade for an investor who has outgrown Free but does not need multiple portfolios or unlimited holdings.

Standard costs 18.00 USD per month billed annually, or $24 USD billed monthly. It allows four portfolios, unlimited holdings and five custom groups, and includes Xero integration. Premium costs 23.25 USD per month billed annually, or $31 USD billed monthly; it raises the allowance to 10 portfolios and 10 custom groups, retains unlimited holdings, and adds priority rather than standard email support. Standard is the stronger fit for investors managing several portfolios; Premium makes more sense when the extra portfolio capacity and priority support matter.

Annual billing can save approximately 25% on paid plans. Business plans are designed for accountants, advisers and family offices managing client portfolios. The Business plan is 13.50 USD per month per portfolio and covers 5 to 500 portfolios, with client permission management, consolidated reporting and professional branding. Portfolio-count bands are 13.50 USD per month for 5–19, 12.00 USD for 20–49, 10.50 USD for 50–99 and 9.20 USD for 100 or more, billed per portfolio per month. Business includes a 14-day free trial without a credit card. Free has basic email support, Starter and Standard standard email support, and Premium priority support.

Platforms

Sharesight is available on web, iOS and Android, with an API platform also listed. The mobile app is free to download and use, but desktop is necessary for adding or editing trades and creating reports.

Who it's for

Sharesight is best for investors who want automated dividend and corporate-action tracking, broker imports and reports that go beyond basic performance summaries. Its free plan can suit a small portfolio; Starter fits a growing single portfolio, while Standard and Premium suit people tracking multiple portfolios. Accountants, advisers and family offices can use the Business tools to manage client access and produce consolidated, branded reporting.

It is not the right choice for someone who wants to trade, hold assets or handle money inside the same product, or for a mobile-first investor who needs to edit trades and generate reports on a phone.

Pros and cons

• Broad investment coverage: stocks, funds, precious metals, unlisted investments, cash and property support a more complete portfolio view.
• Automated updates and imports: broker connections and automatic corporate-action updates reduce the work of keeping holdings and dividends current.
• Useful reporting depth: performance, tax, exposure and risk reporting help investors examine more than headline returns.
• Restrictive entry tier: Free allows only 10 holdings, including closed holdings, and one custom group.
• Desktop-dependent tasks: trade editing and report generation are unavailable in the mobile app.
• No transaction or custody functions: users still need a separate broker and account for moving or holding assets.

Alternatives

Snowball Analytics is another freemium option with a free plan for one portfolio and 10 holdings, a comparable starting point for beginners and index-fund investors.

Stock Rover is worth considering if basic research on individual stocks and market monitoring are the priority.

Finary offers a free plan and a Finary Plus subscription at 149.99 EUR per year, with unlimited account and platform connections, a fee scanner, dividend tracking and a diversification score.

Exirio may suit someone who wants to track investments, cash and debts across 40+ currencies; its Starter plan is 9.00 USD per month and includes one external institution connection.

Portfolio Performance is a free alternative for users who prefer a desktop application, with Windows, macOS and Linux support.

getquin offers a free plan with unlimited bank and broker connections, real-time financial data and a net-worth overview.

rotki is a freemium option for users who want Linux, macOS, Windows or self-hosted deployment.

Wealthfolio is another freemium option available on iOS, desktop platforms and web.

Browse the portfolio management software category for more choices.

Verdict

Sharesight is a strong choice for investors who want automated portfolio and dividend tracking backed by substantial reporting, especially once multiple portfolios or tax-related views matter. Its clear trade-offs are the tight free-plan cap, desktop-only reporting and editing, and the need to keep brokerage and asset custody elsewhere. Choose it for investment oversight, not for an all-in-one trading account.