About
Sharesight is a comprehensive stock portfolio tracker designed to give investors a complete, accurate picture of their investment performance. It supports over 700,000 stocks, ETFs, and funds across global markets and integrates with more than 200 brokers, software platforms, and financial apps—including Robinhood, Charles Schwab, and Interactive Brokers—making it easy to consolidate all holdings in one place. At its core, Sharesight delivers award-winning performance tracking that accounts for dividends, brokerage fees, and currency fluctuations to show true portfolio returns. Its dividend tracking feature automatically records income distributions, while purpose-built tax reporting tools—including an Australian CGT calculator—simplify tax time for investors in supported regions. Sharesight is built for a wide range of users: casual investors can start for free with up to 10 holdings and no credit card required, while more active investors and professionals can upgrade to Starter, Standard, or Premium plans for additional portfolios, unlimited holdings, and advanced reporting. The platform also serves accountants, financial advisors, and self-managed super funds (SMSFs) through dedicated business offerings. A developer API is available for those who want to build custom integrations. Sharesight is particularly well-regarded for the depth of its reporting and the breadth of its broker and market support.
Key Features
- Comprehensive Portfolio Tracking: Consolidate all your stocks, ETFs, and funds across 700,000+ supported securities and multiple brokers into a single, real-time dashboard.
- Award-Winning Performance Reporting: See your true investment returns adjusted for dividends, fees, and currency movements—giving a complete picture of portfolio performance over time.
- Dividend Tracking: Automatically record and monitor dividend income across all holdings, with tools like a dividend calculator to project future distributions.
- Tax Reporting: Generate tax-ready reports including capital gains calculations, with dedicated tools like an Australian CGT calculator to simplify tax season.
- 200+ Broker & Software Integrations: Sync trades automatically from leading brokers and financial apps including Robinhood, Charles Schwab, and Interactive Brokers, reducing manual data entry.
Use Cases
- Individual investors consolidating holdings from multiple brokers into a single performance dashboard
- Long-term investors tracking dividend income and reinvestment over time
- Australian investors generating CGT reports and tax summaries at the end of the financial year
- Financial advisors and accountants managing and reporting on multiple client investment portfolios
- Developers building custom investment tools or dashboards using Sharesight's public API
Pros
- Generous Free Tier: Track up to 10 holdings with no credit card required, making it accessible to new or casual investors without upfront commitment.
- Extensive Broker Support: With over 200 integrations, Sharesight connects to most major brokers and financial platforms, enabling seamless automated trade syncing.
- Deep Tax & Reporting Capabilities: Purpose-built tax reports and calculators save significant time at tax time and are especially powerful for investors in supported regions like Australia.
- Large, Trusted User Base: Over 500,000 investors rely on Sharesight, reflecting strong reliability, continued development, and a well-established community.
Cons
- Free Plan Limited to 10 Holdings: The free tier is restrictive for investors with diversified portfolios, requiring an upgrade to a paid plan to track more holdings.
- Advanced Features Locked Behind Paid Plans: Features like multiple portfolios, unlimited holdings, and advanced reporting require a Starter ($7/mo) plan or higher.
- No Budgeting or Broader Financial Management: Sharesight is focused exclusively on investment tracking and reporting—it does not offer budgeting, expense tracking, or broader personal finance tools.
Frequently Asked Questions
Is Sharesight free to use?
Yes, Sharesight offers a free plan that lets you track up to 10 holdings across 1 portfolio with no credit card required. Paid plans start at $7 USD per month (billed annually) and unlock more holdings, portfolios, and advanced features.
How many brokers does Sharesight support?
Sharesight integrates with over 200 brokers, software platforms, and finance apps, including Robinhood, Charles Schwab, and Interactive Brokers. A full list is available on their supported partners page.
What types of investments can I track with Sharesight?
Sharesight supports over 700,000 stocks, ETFs, and funds across global markets. It also includes tools for tracking precious metals and other asset types.
Does Sharesight help with tax reporting?
Yes, Sharesight provides tax reporting tools including capital gains reports and an Australian CGT calculator. These reports are designed to simplify tax preparation for investors in supported countries.
Is Sharesight suitable for financial advisors or accountants?
Yes, Sharesight offers dedicated business plans for accountants, financial advisors, and SMSFs (self-managed super funds), with features tailored for managing multiple client portfolios professionally.
